Joanne L Dunn
Helena,MT
Summary
I have worked for the Montana Department of Revenue for 14 ½ years. My previous job positions range from Administrative Audit Technician, Audit Technician, Tax Examiner, Tax Examiner 1, Tax Examiner 2 and Lead Tax Examiner in the Business and Income Tax Division of the Department. Each of these positions have allowed me the opportunity to grow and become an asset to our organization.
Overview
15
15
years of professional experience
Work History
Tax Examiner 2
Montana Department Of Revenue
01.2022 - Current
- Performed Unclaimed Property Holder, Rental Vehicle Tax and Lodging Facility Sales and Use Tax audits for noncompliance and continued compliance.
- Assist with third party auditor reporting for Unclaimed Property.
- Handle all phases of Voluntary Disclosure Agreements for Unclaimed Property Holders.
- Manage Unlocatable Mineral Trust, Unlocatable Mineral Trust claimant, Unclaimed Mineral Holder, Reciprocity-both holder reporting and claims and Unclaimed Property Holder accounts.
- Inventory incoming Safety Deposit Box contents and oversee our vault.
- Process BIT Appeals for Unclaimed Property Holders and resolve tax payer issues regarding due balances.
- Identify issues in our software and work with developers to maintain effective and efficient process for holder reporting.
- Communicate via email and telephone with holders and/or their representatives to help with various unclaimed property questions regarding filing, State statutes and resolution of tax notices.
- Assist with preparation of annual and bi-annual reports.
- Provide updates as needed to our public website.
- Assisted Manager and Lead staff with back ground research for proposal of HB136 during 2023 Legislative session.
- Help other auditors with software training, tax audits, and general work duties.
- Provide excellent customer service in a timely fashion to both internal and external customers.
Tax Examiner 2
Montana Department Of Revenue
03.2017 - 01.2022
- Lead Auditor for Withholding Unit.
- Mentor new auditors and lead positions.
- Monitor workload, review work, assign work, manage task queues and identify auditors that may have training issues and/or excelling within their job duties.
- Schedule monthly auditor review meetings.
- Update Manager on auditor performance and team progress.
- Update existing and create new work procedures as needed.
- Update Employer Withholding Tax Guide and public website
- Work with Legislative Auditors
- Wrote, reviewed and tested scenarios for the V12 upgrade.
- Provided assistance on developing and implementing the Montana Wage Allowance Certificate, form MW-4.
- Complete information requests from our Disclosure office
- Maintain excellent customer service with both internal and external customers.
Tax Examiner 1
Montana Department Of Revenue
09.2012 - 03.2017
- Research, examine and verify data on assigned withholding tax returns.
- Resolve complex, contentious and unique issues regarding wage and mineral withholding.
- Perform desk audits on non compliant employers and assist in the appeal process when needed.
- Assist auditors in our unit to ensure that they are making accurate assessments and adjustments that follow the guidelines of Montana Code Annotated (MCA) and the Administrative Rules of Montana (ARMs).
- Produced, reviewed and tested scenarios for the V10 upgrade.
- Attend all required unit and Department meetings.
- Complete trainings that are necessary for me to grow within my unit and the Department.
- Stay apprised of any changes to State and Federal tax laws that would impact the Montana Wage and Mineral withholding audit compliance programs.
- Provide excellent customer service to both internal and external customers.
Audit Technician
Montana Department Of Revenue
04.2010 - 09.2012
- Identify withholding tax returns that require audits based on assigned criteria.
- Reviewed tax returns to ensure they were complete, accurate, and in compliance with tax laws and regulations.
- Conducted research to verify information reported on tax returns.
- Make return adjustments and tax estimates to satisfy statutory requirements.
- Tested for the V8 upgrade.
- Provide excellent customer service to both internal and external customers.
Administrative Research Technician
Montana Department Of Revenue
01.2009 - 04.2010
- Welcome and assist taxpayers, vendors, legislators and other Department employees.
- Record all payments and tax returns that were received at the front desk.
- Gather information for Unclaimed Property recipients so their claims could be processed.
- Entered data into the existing Fraud manager.
- Assisted in the processing of tax certificates, mass mailings and updated Legislative files.
- Maintain taxpayer accounts with vital information and documents pertaining to them.
- Provide excellent customer service with both internal and external customers.
Education
High School Diploma -
Wayne Valley High School
Wayne Valley NJ06.1978
Skills
- Mentoring
- Verbal and Written Communication
- Analytical Skills
- Documentation and Recordkeeping
- Tax Code Interpretation
- Knowledge Base
- Customer Communication
- Audit
- Research
- Time Management
Timeline
Tax Examiner 2
Montana Department Of Revenue
01.2022 - Current
Tax Examiner 2
Montana Department Of Revenue
03.2017 - 01.2022
Tax Examiner 1
Montana Department Of Revenue
09.2012 - 03.2017
Audit Technician
Montana Department Of Revenue
04.2010 - 09.2012
Administrative Research Technician
Montana Department Of Revenue
01.2009 - 04.2010
High School Diploma -
Wayne Valley High School
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