Mary Rivera

To be an asset to any organization by efficiently using my experience of over 20 years in Tax preparation, resolution and audit to give an edge to the company's tax practice.

Owner/Operator at Rivera Tax Services (2014-05 – Present)

Successfully owned business of Tax resolution and Tax preparation.

Tax Resolution Specialist at The Accounting Lab (2019-02 – 2026-05)

Remote position working with Accounting Firm with 3 locations. Performed as Director of Tax Services from April 2022 - October 2023 when position was eliminated. Left due to workforce reduction.

• Responsible for advising clients, contacting IRS/State authorities to resolve tax issues including Installment Agreements, CNC, OIC, Penalty Abatements, Leins and Levies, Innocent/Injured Spouse.
• Prepare audit responses to IRS and State authorities, including Appeal conferences if necessary.
• Assist with SOP and communication drafts.

Lead Tax Preparer at Jackson Hewitt (2018-12 – 2020-07)

Tax Preparation.

Senior Tax Accountant at Visor (2017-10 – 2018-08)

Lead Audit Agent. Tax Preparation Company, responsible for any audit issue that was received.

• Review every notice received for assignment.
• Prepare audit responses to IRS and State authorities.
• Responsible for all Appeal conferences.
• Train associates as necessary.
• Client communication.
• Prepare refund requests.

Enrolled Agent at Law Offices of Monypeny & Associates (2017-05 – 2017-08)

Assisting an Attorney group undergoing a merger to manage, complete and close Tax resolution cases for a smooth transition.

Office Supervisor at Liberty Tax Service (2014-12 – 2015-07)

Set up Satellite office for 2015 Tax Filing season.

• Supervised and trained up to 5 employees.
• Prepared Individual Tax Returns, daily reports, cash deposits etc.

Managing Director/AVP Tax Resolution at AmeriStar Tax Centers, Inc (2012-06 – 2014-04)

Managed staff of 26 (Licensed Agents (working remotely), Case Managers, Tax Preparers). Responsible for direction of day-to-day operations.

• Research Due Diligence procedures for operational duties to comply with Circular 230.
• Assisted EVP developing Standard Operation Procedures.
• Carried an inventory of cases for Resolution. Reviewed all cases to ensure all possible resolution avenues were considered and/or completed before closing case.
• Prepared BBB and AG complaint responses.
• Handled all refund requests, customer complaints.

Licensed Taxpayer Representative (LTR) at JK Harris and Company (2004-06 – 2011-12)

As an Enrolled Agent, I have done all representation for Taxpayers, for both Federal and State tax issues, including Offer in Compromise, Installment Agreements and all Appeal issues. Worked as an Audit LTR, which included representing clients audited for Schedule A, C & E issues. As a Manager, I have been responsible for the workflow of 25 - 60 employees, with administrative duties, payroll reports. Served on Standard Operating Procedure Board. Resolve client grievances.

Assistant Tax Manager at Philip Liberatore (2001-07 – 2002-12)

• Liaised with Internal Revenue Officers, Investigation Rebuttals and Appeals.
• Responsible for obtaining Installment Agreements and Levy releases for both Federal & State.
• Interviewing potential clients for preliminary financial information for Tax Preparation and Resolution.
• Increased tax return preparation.

Assistant Tax Manager at Tax Debt Negotiators, Inc (2000-06 – 2001-06)

Gathering and entering financial data from clients to process for submission to the Internal Revenue Service (and State) for Programs to settle tax problems.

• Assisting Enrolled Agents in getting the Offer submitted and with the Investigation process (organizing financial data).
• Have done Federal and State forms.
• Knowledge in reviewing Tax Returns to retrieve information from Schedule C, 1120S and K-1.
• Responsible for creating form letters and all correspondence.

Program Director at Progressive Healthcare Programs (1987-06 – 1994-07)

Managed 3 secondary Medical Billing offices with 25 employees. Did all re-billing & collection needed for personal and insurance payments.

• Assigned accounts to outside collection agencies to reach monetary limits set by the Business Office Managers of each Hospital every month.
• Increased collection by 125% in the first year.

Bachelor of Business Administration in Business Management – Almeda University (2012)

Associates in Business Administration – North Country Community College (1985)