Joseph Douglas III

Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.

Individual Tax Advisory Specialist - Internal Revenue Service, IRS - Palm Springs, CA

(2022-02)

• Advise taxpayers in meeting their federal tax obligations; provide taxpayer assistance on tax law inquiries, filing requirements, status, and web-based filing.
• Perform research, analysis, and necessary computations to recommend adjustments to customers' accounts.
• Provide technical tax law advice on newly enacted legislation, complex tax law issues, referrals, changes in regulations, and policies.
• Operated as a one-person TAC office, responsible for opening and closing the TAC securely, assuring that all alarms are active, and securing file rooms that contain PII and finances.
• Advised clients on tax-efficient investing strategies in order to maximize returns while minimizing tax liabilities.
• Communicated effectively with a wide range of clients, from high-net-worth individuals to institutional investors.
• Researched federal, state, and local laws to ensure compliance with regulations.
• Advised clients on the best strategies for filing their taxes efficiently and legally.
• Assisted clients in responding to IRS notices of deficiency or audit findings.
• Maintained accurate records of all client transactions and filings.
• Provided exceptional customer service, addressing client concerns and questions promptly.

Employment Program Representative I - Employment Development Department - Riverside, CA

(2020-07 - 2022-07)

• EPR in UI assists customers in filing UI benefit claims, authorizes payment, or provides information on claim status.
• EPR independently reviews, investigates, and determines if an individual is eligible or ineligible to receive UI benefits in accordance with UI laws, rules, regulations, and procedures.
• EPR informs customers and employers of their rights and responsibilities under the UI program.
• Services are provided by telephone in a non-public, call-center environment that includes the use of automated data systems, gathering pertinent data, and communicating factual and procedural information clearly, verbally, and in writing.
• Retrieving information from other software systems (e.g., databases, spreadsheets, graphics, and word processing).
• Gathering, organizing, and/or maintaining information, and/or determining its importance and accuracy, and communicating it by a variety of methods.
• Performing office automation duties, utilizing word-processing equipment and/or software to edit and/or create documents and correspondence.
• Creating and/or maintaining spreadsheets and/or databases; responding to inquiries by phone and/or in writing.
• Reviewing and/or screening applications for benefits to ensure the validity of the documentation submitted.
• Providing information and/or assistance on applications for benefits, maintaining subject matter files, technical instructions, and/or operating procedures.

Warehouse Ambassador - Wayfair - Perris, CA

(2019-02 - 2020-04)

• Utilized RF scanning devices to track movement of goods in the warehouse.
• Maintained cleanliness of the warehouse environment, including sweeping, mopping, and dusting.
• Loaded outgoing shipments onto trucks to ensure timely delivery.
• Assisted in training new employees on proper safety procedures within the warehouse.
• Unloaded trucks using a hand truck or pallet jack.
• Operated forklifts safely for moving large loads throughout the facility.
• Delivered or routed materials to departments using a hand truck, conveyor, or sorting bins.
• Packed, sealed or affixed postage to prepare materials for shipping.
• Operated lift and hand trucks to transfer materials to and from target areas.
• Assisted in packaging and labeling of products for shipment.
• Loaded and unloaded shipments from trucks and picked up and moved heavy packages and items using forklifts.
• Followed proper safety protocols when operating machinery in the warehouse.
• Ensured safety policies were followed at all times while working in the warehouse environment.
• Assisted in packaging and labeling of products for shipment, adhering to company standards.
• Operated forklift trucks, pallet jacks, and other material handling equipment safely and efficiently.
• Utilized hand-held scanners to locate and pick orders from shelves.
• Followed safety procedures while working in the warehouse environment.
• Organized order picking by utilizing bin locations, product codes, and other identifying information.
• Maintained cleanliness of the warehouse area by sweeping floors, dusting shelves, and removing debris.
• Trained new employees regarding warehouse procedures and standards.

Tax Examining Technician - Internal Revenue Service, IRS - Fresno, CA

(2018-02 - 2018-08)

• Reviews of tax returns for accuracy and completeness, reviews and codes tax returns for computer processing, resolves errors, and corresponds with taxpayers to obtain any missing information.
• Examine tax returns to determine if deductions and credits should be allowed. Work with federal, state, and local governments.
• Report any adjustments or corrections tax examiners make to the states, which include analyzing problems to identify significant factors, and recognizing solutions.
• Processed requests for abatements or refunds according to established policies and procedures.
• Provided guidance to taxpayers on filing requirements, payment options, filing deadlines.
• Assisted taxpayers in understanding their rights and responsibilities under the law.
• Utilized computer software programs such as Microsoft Excel to manage data efficiently.
• Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
• Attended meetings with senior management personnel as needed.
• Answered questions from taxpayers and assisted individuals with completing tax forms.
• Set up and monitored payment plans and processed payments.
• Discussed and explained various tax forms with taxpayers.

IT Tech - Robert Half Technology - Ontario, CA

(2017-04 - 2018-02)

• Contracted IT Repair Tech for the Unified School District of Redlands, California.
• Other duties are to service and maintain computer systems and associated peripherals, such as printers and scanners.
• Performs skilled duties in computer repair, tablet repair, and system configuration.
• Installs and upgrades software, including the operating system and general-purpose applications.
• Make site visits to fix, upgrade, or troubleshoot computer software and hardware issues.
• Used the ticketing service system to escalate customer service needs.
• Completed day-to-day duties accurately and efficiently.
• Conducted testing of software and systems to ensure quality and reliability.
• Approached customers and engaged in conversation through use of effective interpersonal and people skills.
• Worked on the SBCUSD project, Windows OS upgrade, and OS system configuration.

IT Field Service Technician - Intratek Computer - Irvine, CA

(2015-09 - 2015-12)

• Worked on the SBCUSD project, Windows OS upgrade, and OS system configuration.
• Installs and upgrades software, including operating systems and general-purpose applications.
• Make regular visits to fix, upgrade, or troubleshoot computer software and hardware issues.
• Conducted regular maintenance checks on systems to ensure optimal performance levels are met.
• Provided assistance to other technicians in resolving complex technical problems encountered during service calls.
• Maintained positive working relationship with fellow staff and management.
• Set up equipment for employee use, performing or properly installing cables, operating systems or software.
• Installed and performed minor repairs to hardware, software or peripheral equipment.

IT Technician - A2z It - Murrieta, CA

(2015-03 - 2015-09)

• Desktop VoIP phone installations.
• PC testing and validation.
• Device labeling and tagging.
• Printer, scanner, and fax disconnect, move, and reconnect.
• Peripheral reconfiguration.
• PC, server, and peripheral cleaning.

Bachelor of Science - Cyber Security Information Assurance - Colorado Technical University (2018-09 - 2018-09)

Associate of Science - Network And System Administration - ITT Technical Institute (2013-03 - 2013-03)