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Jose Ortiz-Blanchet

@joseortiz-blanchet

Message

I resolve taxpayer account issues and support IRS operations through detailed research.

United States

Message

At the Internal Revenue Service, I handle approximately 50 taxpayer calls and support around 30 complex cases each week through account research, financial review, and IRS procedure interpretation.

I also serve as a delegated backup lead for a unit of 18 employees, completing weekly reporting, validating SETR time reporting, assisting with complex cases, and communicating procedural updates.

My work relies on IDRS, AMS, and EUP to analyze taxpayer account information, identify discrepancies, and support accurate case resolutions. I bring a Bachelor of Arts in Business Administration–Economics and experience in quantitative and qualitative analysis.

Earlier marketing internships with The Birdie Lou Counseling Center and Sequoia & Kings Canyon National Parks let me apply marketing strategy, audience research, social media content, and product promotion. I’ve also trained 40–50 employees at Amazon and supported member retention and operations at The Iron Office Gym.

Experience

Work history, roles, and key accomplishments

Current

Contact Service Representative

Current

Internal Revenue Service

Jun 2023 - Present (3 years 4 months)

Handled approximately 50 taxpayer calls weekly by researching account information and interpreting IRS procedures. Supported approximately 30 complex cases weekly by researching account discrepancies and applying IRS procedures.

Integrated Data Retrieval System (IDRS)AMS EUP Account Research Financial Reviews Compliance Research SETR Time Reporting Operational Reporting Microsoft Office

Marketing Intern

The Birdie Lou Counseling Center

Aug 2023 - Dec 2023 (4 months)

Developed social media content and applied business marketing strategies to promote free therapy services. Generated product sales supporting student scholarships by developing and promoting an anxiety-relief product.

Social Media Marketing Strategy Product Promotion

Associate

The Iron Office Gym

Mar 2021 - Jun 2023 (2 years 3 months)

Supported membership retention and revenue collection by contacting members regarding overdue accounts and promoting membership sign-ups. Maintained safe and accessible fitness facilities by completing cleaning and equipment-maintenance duties.

Customer Service Membership Retention Facility Maintenance

Marketing Intern

Sequoia & Kings Canyon National Parks

Jan 2022 - Jun 2022 (5 months)

Supported marketing initiatives by applying market trends and targeted audience statistics to inform product promotion strategies. Improved marketing documentation organization by preparing proposals and organizing pursuit documentation.

Market Research Documentation Collaboration

Lead Associate

Amazon

Oct 2018 - Mar 2021 (2 years 5 months)

Trained approximately 40-50 employees by designing and developing a training program covering company policies, procedures, and operations. Coordinated daily team tasks and ensured compliance with company safety procedures.

Training Leadership Shipping Operations Safety Compliance

Education

Degrees, certifications, and relevant coursework

California State University, Fresno

Bachelor of Arts, Business Administration

Bachelor of Arts in Business Administration with a focus on Economics, including coursework in Econometrics, Money & Banking, and Environmental Economics.