At the U.S. Department of the Treasury, I lead a team of seven attorneys handling complex federal tax appeals. I implemented process improvements that reduced overage tax cases by 56%, and I partner with Salesforce developers on a modern Appeals Case Management System.
Before becoming Appeals Team Manager, I resolved high-stakes estate, gift, penalty, and income tax disputes through negotiation and mediation. I also trained new Appeals Officers and prepared educational materials.
As an Attorney, I negotiated complex tax audit issues, designed and delivered a national Continuing Legal Education program on Estate and Gift, and served as Territory Coordinator for the IRS Referral Program. My work also included contributing to the Electronic Classification pilot program and coordinating legal issues across IRS functions.
