Jagroop Sandhu
Modesto,CA
Summary
Accomplished Individual Taxpayer Advisory Specialist with 6 years of IRS Taxpayer Services experience, currently serving in an acting Senior ITAS capacity with prior temporary promotion to the Senior level. Skilled in applying Federal and state tax law, resolving complex taxpayer accounts, and advising across the full range of individual tax obligations per IRM policy. Serves as territory-wide Referral Coordinator and technical resource, providing mentorship and guidance to colleagues on case resolution, taxpayer rights, and IRM procedures.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior ITAS (Acting)
Internal Revenue Service, IRS
Modesto, CA
06.2026 - Current
- Conducted an average of 50+ taxpayer interviews per week, analyzing financial information to deliver tailored tax advice and explain implications of different tax strategies — maintaining a perfect quality review score and outstanding performance rating for 2 consecutive years.
- Assisted tax practitioners and accountants in understanding tax law impacts, processing 15–20 account adjustments weekly. Reviewed financial records on both cash and accrual bases to assess taxpayer compliance status, communicating complex tax law regulations and account adjustments clearly to taxpayers and their representatives.
- Supported taxpayers in fulfilling federal tax requirements. Provided technical assistance regarding individual income, excise, and employment taxes, along with guidance on various other tax types.
- Coordinated with a team of 7 ITAS specialists, 1 Senior ITAS, and a manager in an acting Senior ITAS capacity to conduct thorough taxpayer interviews and financial assessments. Assisted taxpayers in preparing tax returns, explaining the effects of different filing choices, and informing them of collection and examination procedures.
- Provided expert technical assistance across the full range of individual income, excise, and employment taxes — conferring with taxpayers, CPAs, and practitioners to clarify tax law, regulations, notices, and account adjustments. Independently resolved complex case types including manual refunds, math error adjustments, unagreed balance due resolutions, erroneous refunds, and misapplied payment resolutions, reviewing books and records on both cash and accrual bases.
- Served as territory-wide Referral Coordinator, processing 30–40 referrals per week through review of Control D reports and resolution of unpostables across the entire group. Guided taxpayers through compliance and resolution, assisting with return preparation and explaining collection and examination processes. Provided technical guidance to colleagues on adjustment errors and led group meetings to address common issues identified through referral trends and Control D report analysis.
Senior ITAS (Temporary Promotion NTE 3 Months)
Internal Revenue Service, IRS
Modesto, CA
12.2024 - 03.2025
- Analyzed complex tax regulations to provide strategic advice on compliance and reporting.
- Developed comprehensive training materials for staff, enhancing knowledge of tax laws and procedures.
- Led initiatives to streamline processes, improving efficiency in client service delivery.
- Collaborated with cross-functional teams to address taxpayer inquiries and resolve issues effectively.
Individual Taxpayer Advisory Specialist (ITAS)
Internal Revenue Service
Modesto, CA
12.2021 - Current
- Assisted and advised taxpayers in meeting their Federal Tax obligations. Assistance was technical, and covered the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes.
- Assisted taxpayer with Open Exam issues based on IDRS research and provided appropriate information as per relevant tax law to respond back to Examiners.
- Assisted with audit reconsideration for closed exam cases by identifying disputed issues via IDRS research. Provided information about the Appeals process for filing a petition with tax court.
- Assisted taxpayers with account issues to identify discrepancies, adjust tax returns, and recommend corrective actions for complex cases.
- Assisted Self-employed and taxpayers with Business accounts with tax law inquiries and account issue resolution.
- Recognized frivolous and fraudulent returns as part of Taxpayer Protection Program and coordinated referrals to appropriate units.
- Managed the Taxpayer Assistance Center (TAC) operations in the absence of the manager, overseeing taxpayer service quality and team performance.
- Conducted interviews with taxpayers to determine their tax situation, provided advice and explained probable consequences of various courses of action open to taxpayers for the current and other tax years. Explained to taxpayers the collection and examination processes.
- Managed inventory of assigned referrals, worked independently and coordinated with Manager on the resolutions of account issues of assigned inventory cases.
- Examined records and utilized appropriate interviewing, customer service and fact-finding techniques to ascertain the correct tax liability and taxpayer’s ability to pay based on the examination of financial statements.
- Met and dealt with taxpayers and their representatives with varied socioeconomic and cultural backgrounds to resolve taxpayer’s issues with IRS. Prepared work paper and reports to document the findings and conclusions after a taxpayer inquiry.
- Prepared reports and updated accounts with AMS notes documenting facts, findings, applicable tax law, and conclusions, and documents within electronic case files.
- Discussed tax law impact with tax practitioners and accountants, reviewed books, and records to gain understanding of taxpayer's financial status.
- Received, responded to, and ensured complete resolution of any in person contacts with the taxpayers.
- Considers the collectability of potential tax deficiencies at all stages of the examination. Solicits payment and offers installment agreements. Place taxpayers in Currently Non-Collectible status and expedite appropriate delinquent cases for Collection Enforcement Action.
- Provided guidance and direction on tax laws including examination process to the taxpayer or their representatives to explain the accounting and other issues involved in the examination and the applicability of pertinent tax laws and regulations and explains proposed adjustments.
- Served as timekeeper (FAMIS), resolved escalated taxpayer issues, and ensured compliance with procedural guidelines.
- Assisted employees with tax law interpretation and case resolution while providing training as an On-the-Job Instructor (OJI).
- Trained and mentored two new employees, covering detailed IRS processes, tax return audits, and compliance techniques.
- Researched and assessed cases, examined, and adjudicated claims of the taxpayers. Determined the proper disposition of claims and made final decisions for the assigned cases.
- Reviewed financial statements to determine tax liabilities, collaborated with tax professionals, and resolved tax disputes through analysis and account adjustments.
- Applied accounting and tax law knowledge to determine the correct tax liability, identify situations with potential for understated taxes and to recognize potential fraud.
- Ensured that decisions are consistent with law and regulations.
- Provided effective face-to-face customer service to provide technical assistance to a variety of tax-related questions.
- Evaluated employee progress and ensured accurate application of tax law in assisting taxpayers.
- Utilized Internal Revenue Code, regulations, rulings, court decisions, and agency policies to identify and research tax issues significant for providing customer service to taxpayers.
- Developed positive customer relationships by efficiently communicating with all taxpayers.
- Worked minimal supervision on referral cases of limited difficulty and complexity. Utilized SERP, IRM’s and judgment in interpreting and adapting guidelines and precedents to arrive at conclusions.
- Conducted tax consultations, evaluated tax law impacts, and provided guidance on tax returns for individual income, excise, and employment taxes.
- Utilized IAT Tools daily to resolve Taxpayer’s account issues.
- POD: Modesto, CA
- Hours Per Week: 40
Distribution Process Worker (DPW)
Defense Logistics Agency
Tracy, CA
01.2021 - 12.2021
- Conducted stock selection, stowing, research, location survey, physical inventory, material handling, material examining and identifying, packing, and operating material handling equipment
- Reviewed production activities and capabilities using contract quality requirements.
- Identified inadequacies and requested corrective action.
- Analyzed quality data to detect unsatisfactory trends or weaknesses in the quality and inspection system.
- Hours Per Week: 40
Police Officer Trainee
Modesto Police Department Patrol Division
Modesto, CA
03.2020 - 10.2020
- Patrolled a designated area of the city to preserve law and order, discovered and prevented the commission of crimes, and enforced traffic and other laws and ordinances; assisted stranded motorists.
- Answered calls and complaints involving automobile accidents, robberies, and related misdemeanors and felonies; rendered first aid, as required.
- Hours per week: 40-60 hours.
Automated Logistics Specialist (Supervisor/Sergeant)
US Army
Fort Hood, TX
07.2014 - 09.2019
- Shop Office Supervisor of 9 military team members who handled over 3,000 parts and equipment worth over $15 Million with a consistent no-loss record.
- Developed database to track parts consumption and turn-in, achieving $12,000 in savings by eliminating 175 redundant lines.
- Base - Fort Hood, TX
- Hours per week: 40-80
Education
Master of Science - Accounting
California State University, East Bay
Hayward, CA01-2018
Bachelor of Science - Mathematics (Statistics)
American Military University (APUS)
Charles Town, WV01-2018
Skills
- Tax Law Application
- Taxpayer Advisory & Consultation
- Technical Leadership & Mentorship
- Referral Coordination
- Oral & Written Communication
- IRM Policy & Procedural Expertise
- Training & Instruction
- Analytical Reasoning & Problem Solving
Certification
- Certified Public Accountant (CPA) — Licensure in Progress
Regulation (REG) — Passed 2025
Tax Compliance and Planning (TCP) — Passed 2025
Financial Accounting and Reporting (FAR) — In Progress
Auditing and Attestation (AUD) — In Progress - DevOps Career Pathway Program, CompTIA Security+ (Intellectual Point, 2022).
SUMMARY OF QUALIFICATIONS
- Dedicated and motivated veteran with a solid foundation in tax law, taxpayer advisory, and financial analysis. Demonstrated success in managing complex tax issues, client consultations, and leadership roles in both IRS and military settings. Core competencies include:
- Proven Leadership and Team Management Expertise.
- Strong Analytical and Effective Communication Skills.
- Advanced Proficiency in IDRS (Integrated Data Retrieval System) and AMS (Account Management Services) systems.
- Expert in IAT (Interactive Tax Assistant) Tools for Complex Tax Adjustments and Account Resolutions.
- “Secret” Security Clearance from Military Service.
- Skilled Group Referral Coordinator for Team Efficiency.
- Proficient in SERP Research, Disclosure, and IRS Internal Revenue Manual (IRM) Navigation.
- Advanced Proficiency in Microsoft Excel and SAP for Data Analysis.
- Fluent in Hindi, Punjabi, and Urdu.
- Certified Project Manager with Strong Organizational Skills.
- Experienced IRS On-the-Job Instructor (OJI).
Languages
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Senior ITAS (Acting)
Internal Revenue Service, IRS
06.2026 - Current
Senior ITAS (Temporary Promotion NTE 3 Months)
Internal Revenue Service, IRS
12.2024 - 03.2025
Individual Taxpayer Advisory Specialist (ITAS)
Internal Revenue Service
12.2021 - Current
Distribution Process Worker (DPW)
Defense Logistics Agency
01.2021 - 12.2021
Police Officer Trainee
Modesto Police Department Patrol Division
03.2020 - 10.2020
Automated Logistics Specialist (Supervisor/Sergeant)
US Army
07.2014 - 09.2019
Master of Science - Accounting
California State University, East Bay
Bachelor of Science - Mathematics (Statistics)
American Military University (APUS)