Stefani Wright Email & Phone Number

District Office Teller Unit Team 31405Receipt & Control OperationsReceived packages from Revenue Officers/Field Offices containing remittances/returns. Processed IMF/BMF remittances per IRM instructions using any of the following methods: prioritized large remittances to maximize efficiency of the deposit cycle, coding/editing remittance amounts, verified/corrected received dates on all forms, perfected all forms to bring them into compliance (including split- or multi-remits), prepared from 3244 (Payment Posting Voucher) when required to process payments. I have also become familiarized with the basic manual deposit process.Referred phone calls to R.O.'s for missing or incomplete payment information, then using the resolution to complete the payment. Also provided information to the Team Lead for processing feedback.Forwarded completed work to appropriate teams for processing. Assisted IDRS, Perfection, TE/GE, and other RCO teams when necessary. Opened incoming mail, verifying checks received. Performed other duties as assigned.While working in the D.O. Teller Unit I have become familiar with a variety of tax forms and the necessary documents used to process certain cases, following established rules or regulations, adhering to all safety/security precautions. In this position I have dealt with every tax type, Master File, and available research source to resolve unidentified remittances within specified time frames. I have also researched status of accounts, taxpayer payment histories, types of tax due, and applied the appropriate transaction codes to taxpayer payments per the filing requirements, tax periods, and due dates to properly post those payments. I have researched then secured missing information and determined the correct application of payments when all other forms of research prove inconclusive (Perfects IMF, BMF, EOMF, EPMF, and NMF tax forms).

Tax Exempt/Goverment EntityTeams 31209 and 31404Receipt and Control OperationsReceived new applications for Exempt Organizations (EOMF) and employer Plans (EPMF) and prepared those documents for data input/capture and scanning. Utilized IDRS for E.I.N. verification. Input data for remittance paid and non-paid applications into LINUS for TEDS or Legacy systems for processing (including multiple, split, unidentified, incomplete, or additional payments), submitting checks for balancing. Scanned both EO and EP documents into TEDS. Provided Manual I.D. quality review of digital documents in TEDS, and made corrections or selected documents for re-imaging/rescan. Also input Data Completion (original/supplemental data capture) or Verification using FormWare Manual Image QualityCheck software for those documents. Labeled hardcopy files for shipping when scanning process was completed.Received EO/EP Closed Cases from TE/GE archives. Prepared the EOCC and EPCC documents for scanning. Scanned EOCC and EPCC documents into TEDS. Completed post-scan Manual I.D. review, Data Completion, & Verification of both EOCC and EPCC digital documents. Set up reconstitution of hardcopy EOCC/EPCC files for return to the archives.All of these procedures were prioritized & completed within established deadlines independently of team leads & management. While working in TE/GE I have become familiar with a variety of tax forms and the necessary documents used to process certain cases, following established rules and regulations, adhering to all safety/security precautions. I now have a working knowledge of software (FormWare, LINUS, TEDS, IDRS, BBTS), including the generation and interpretation of operation reports, and synthesizing large amounts of information from multiple sources. I have been able to advance my understanding in basic tax and business tax law (Taxpayer Assistance Order, Privacy Act, and Freedom of Information) by utilizing the IRM or IRC.

Generated & revised seasonal employee files in triplicate for the Cincinnati-South District Office (Covington KY). This district consisted of 32 locations that year. Compared office schedules with time-clock entries, correcting errors daily & submitting payroll biweekly. Aided with seasonal store closing & extensive archiving. During "Off Season" adopted duties of other positions, such as: auditing/document deposits, sales, AP reporting, and the enrollment of students into Tax School. Provided customer support as need.

Assisted with reconstruction of this store by continuing excellent customer service, re-establishing quality controls, training new management, & bringing the core costs back in line with budgets, which resulted in an improved corporate ranking by 250 places during first quarter of 2003. Guided other Team Members in all areas of order taking & project completion. Won sales prize (April) for spring promotions. Add in most of office administration duties (including Payroll/Purchasing/InventoryAP/AR),& I was in 10 places @ once.

Central contact & controller for all stages of projects for a single client, Thomson Learning Custom Publishing. Coordinated projects between 3 stores& branch managers, archiving, extensive spreadsheets, shipping orders, & billing. Handled as many as 70 unique projects daily during peak production (Autumn). Also provided support for daily deposits, supply orders, & inventory. What a wild ride!

Directly impacted the income statement by supervising cash/security controls, daily reconciliation, & monitoring the 3 core costs: payroll, supplies, and machines. Prepared weekly/monthly financial reporting and collected sales data for the field team. Primary caretaker or liason for all issues regarding: Kinko’s Corporate Offices, employment files, cash management, AP/AR, videoconferencing, inventory control, vendors, sub-contractors, the landlord, waste management, recycling, sales tax exemption status, & customers needing post-sale assistance. Lead trainer in branch using a wide variety of machines for almost any document solution. Passed a Branch Office Assessment @ 100%. I rocked!