Internal Revenue Service
Individual Taxpayer Advisory Specialist
January 2014 — Present
Assist and advise taxpayers on a wide-range of IRS tax forms, notices and issues.
Research and respond to a variety of tax law questions based on customer inquiry.
Research tax issues and properly adjust taxpayers' accounts. Interact with the general public, taxpayers and/or their representatives, tax practitioners and accountants, via face-to-face, telephonically and/or in writing. File tax returns for customers who meet specific criteria. Review forms and notices and advise customers based on the information ascertained in those forms. Retrieves transcripts of accounts, accepts cash and issues receipts, prepares daily cash transmittal, processes requests for copies of tax return and assist with federal tax deposit requests. Determines and explains the status of taxpayer's account, explains notices and takes necessary corrective action if appropriate. Performs research, analysis and necessary computations, to recommend adjustments to customer's accounts, make adjustments as appropriate, initiates credit transfers, payment tracers, re-computes tax, penalty and interest, prepares manual refunds and makes abatements. Takes cash and non-cash payments, reconciles the payments with the statements and enters all payments into RS-PCC for processing.