- Aided small to medium-sized businesses' encounters with the IRS and state taxing authorities
- Drafted information document requests and protests in response to the IRS
- Reviewed and extracted information from client documents to use in responses and presentations
- Attended in-person and telephonic site visits and appeals with the Service
- Organized and maintained 100+ client files, assisted in strategizing cases, and managed attorneys
- Maintained strong written and oral communication with clients
- Conducted interviews and mentored incoming Associates