Sarah Valdez
Mankato
Summary
Dynamic professional with extensive experience at the Internal Revenue Service, excelling in conflict resolution and legal research. Proven track record in negotiating settlements and enhancing taxpayer compliance, fostering trust through effective communication. Adept at multitasking and managing priorities, consistently achieving satisfactory outcomes in complex situations.
Overview
21
21
years of professional experience
Work History
Appeals Officer
Internal Revenue Service
07.2022 - 04.2025
- Conducted appeals conferences with taxpayers and/or their representatives for a variety of workstreams including: Collection Due Process, Offer in Compromise, Collection Appeals Process, and Trust Fund Recovery Penalty for settlement and/or resolution of their tax disputes.
- Strived to resolve tax disputes between Taxpayers and the IRS in a fair and impartial manner without the need for litigation.
- Negotiated tax settlements through the Offer in Compromise program with Taxpayers and/or their representatives on behalf of the Government.
- Demonstrated adaptability to shifting priorities, effectively managing changing caseloads and handling new issues as they arose.
- Conducted in-depth research on appeal cases, gathering pertinent information from all relevant sources.
- Reviewed policy updates regularly, applying changes where appropriate when considering new or ongoing appeal cases.
- Conferred with counsel attorneys on settlement or trial of docketed cases.
- Selected as lead Appeals Officer after only 12 months of on the job experience. Served as a lead for two teams for 8 months, assisting the Team Manager with reviewing and approving case work, providing feedback and guidance to Appeals Officers, and grading and assigning new casework.
- Received 3 managers/special act awards from 2023-2024.
Revenue Officer
Internal Revenue Service
06.2009 - 07.2022
- Increased revenue by implementing effective tax collection strategies and monitored taxpayer compliance.
- Developed strong working relationships with taxpayers, fostering trust and encouraging voluntary compliance.
- Counseled taxpayers on their tax filing, deposit and payment obligations and provided guidance to assist taxpayers in resolving their tax delinquencies.
- Negotiated payment agreements with delinquent taxpayers, ensuring prompt debt resolution.
- Reviewed and evaluated complex financial information to develop a realistic plan of action to resolve cases.
- Prepared narrative reports to support advanced level enforcement actions including suits to foreclose, seizure, and nominee liens and levies.
- Promoted to Supervisory Revenue Officer for several 120 day detail assignments between 2014 and 2022. During these details, I was responsible for groups of 8-10 Revenue Officers at a time. Duties included approving and assigning new case work, completing timely mid-year and annual reviews for each group member, case reviews, holding group meetings, approving and assigning case work, and handling labor relation issues.
- Served as a mentor and coach for employees on performance improvement plans.
- Received 15 performance/manager/special act awards from 2009-2022.
Administrative Professional - Group Secretary
Internal Revenue Service
12.2008 - 06.2009
- Ordered office supplies for employees located in three offices.
- Verified accuracy of employee work and leave time in payroll system.
- Pulled monthly statute and efficiency indicator reports in various programs.
Apprentice (Assistant Manager)
Chipotle Mexican Grill
08.2004 - 12.2008
Education
Bachelor of Science - Management
Minnesota State University, Mankato
Mankato12-2002
High School Diploma -
Fairmont High School
Fairmont06-2000
Skills
- Strong analytical skills
- Ethical judgment
- Policy interpretation
- Legal research
- Time management
- Teamwork and collaboration
- Multitasking Abilities
- Analytical skills
- Effective communication
- Case analysis
- Conflict resolution
- Professionalism
Timeline
Appeals Officer
Internal Revenue Service
07.2022 - 04.2025
Revenue Officer
Internal Revenue Service
06.2009 - 07.2022
Administrative Professional - Group Secretary
Internal Revenue Service
12.2008 - 06.2009
Apprentice (Assistant Manager)
Chipotle Mexican Grill
08.2004 - 12.2008
Bachelor of Science - Management
Minnesota State University, Mankato
High School Diploma -
Fairmont High School
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