Kevin Helfrich
Gilbert
Summary
Seeking an Administrator position in Audit where education, experience and proven abilities will provide an opportunity for continued growth.
Overview
34
34
years of professional experience
Work History
Audit Manager
Arizona Department of Revenue
04.2006 - Current
- Manage a team of auditors, ensuring accurate and timely completion of audits/refunds
- Perform the necessary maintenance on TAS so the approved refunds will issue
- Inform upper management of any audits/refunds that could impact a county or city
- Provide assistance to the auditors and other areas of the Department regarding audits/refunds
- Respond to taxpayer inquiries either through verbal or written communication
- Keep the auditors informed of any changes in legislation or hearing decisions
- Represent the Department at informals and formal hearings with the taxpayer community regarding protested audits/refunds
- Attend meetings to discuss issues and how it may determine the outcome of an audit/refund
- Hire and train the employees on the different transaction privilege tax classifications
- Quarterly reviews with each employee to review their work performance
- Use of AMS principles to improve the taxpayer experience in TPT Audit
License Compliance Manager
Arizona Department of Revenue
06.2003 - 04.2006
- Provide supervision, training and direction to the staff in order to achieve departmental goals
- Find new avenues of research to bring unlicensed businesses into compliance
- Attend special events to ensure that all vendors are licensed with the Department
- Establish and review policies and procedures for the unit
- Prepare monthly tracking revenue reports and monitor the budget
- Hire, train and evaluate employees on their work performance standards
- Meet with other agencies and cities to review compliance programs
- Educate the taxpayers and promote voluntary compliance with our licensing requirements
Administrator, License and Registration
Arizona Department of Revenue
11.1999 - 06.2003
- Oversee the issuance of business licenses and cashiering of all tax types at four office locations
- Supervise, plan and train the staff to meet departmental goals
- Hire, review and evaluate employees on the work performance standards
- Monitor the budget and review policies and procedures to improve the unit’s work flow
- Distribution of tax forms, tobacco stamps and bond exemption certificates
Collection Supervisor III
Arizona Department of Revenue
09.1995 - 11.1999
- Supervise, plan and prioritize collection case loads with the Field Collection staff
- Develop collection procedures and maintain enforcement programs
- Train and evaluate the performance of the collection staff
- Resolve complex tax matters and taxpayer differences
- Conduct public auctions of seized assets to satisfy delinquent accounts
Collection Supervisor II
Arizona Department of Revenue
03.1992 - 09.1995
- Plan, organize and direct the operation of the Office Collection staff
- Monthly reviews with each employee to monitor their progress in meeting the goals of the unit
- Develop collection procedures and maintain enforcement action using liens and levies
- Respond to taxpayer inquiries regarding billing notices
- Train and evaluate the performance of the collection staff
Collector II
Arizona Department of Revenue
10.1990 - 03.1992
- Telephone Collector for transaction privilege, withholding, corporate and individual income tax
- Negotiate payment plans based on taxpayer’s financial condition
- File liens, levies and subpoenas on delinquent taxpayers
- Resolve taxpayer differences regarding billing notices and update taxpayer information
- Review and approve partial lien and levy releases
Education
Bachelor of Science - Business Management
Montana State University
Bozeman, MT06-1986
Associates of Arts - Business Management
Miles Community College
Miles City, MT06-1983
Skills
Written/Verbal Communication
Problem-solving
Adaptability
Teamwork
Timeline
Audit Manager
Arizona Department of Revenue
04.2006 - Current
License Compliance Manager
Arizona Department of Revenue
06.2003 - 04.2006
Administrator, License and Registration
Arizona Department of Revenue
11.1999 - 06.2003
Collection Supervisor III
Arizona Department of Revenue
09.1995 - 11.1999
Collection Supervisor II
Arizona Department of Revenue
03.1992 - 09.1995
Collector II
Arizona Department of Revenue
10.1990 - 03.1992
Bachelor of Science - Business Management
Montana State University
Associates of Arts - Business Management
Miles Community College
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