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Management Analyst

Unicoi, TN


Work Experience

Management Analyst

State of NM Taxation & Revenue Dept. RPD, Santa Fe, NM

Jun 2008Current

Temporary Project

State of NM Taxation & Revenue Dept. RPD

Apr 2011Sep 2011

Create Forms and Instructions for public release for all tax programs
managed by New Mexico Taxation and Revenue Department.
  • Technical review of all forms and instructions released to the public to include but not limited to grammar, spelling, and layout.
  • Technical review of all forms and instruction to ensure that all current and past Statute and Regulations are correctly enforced.
  • Utilize Adobe Indesign CS 5.5

Tax Examiner-Operational ARSB CRS Unit
  • Provide quality customer service to assist taxpayers, taxpayer's
representatives, and department personnel.
  • Prioritize work assignments to accomplish individual and team goals.
  • Consistency, thoroughness and accuracy on assigned projects/work.
  • Process batches of adjustments, amended returns, and refund
  • Issue refunds for The Combined Reporting System and Workers
Compensation Tax, provided that they follow all NM TRD Laws and
  • Make adjustment entries to tax programs to balance accounts.
  • Correspond with taxpayers regarding account adjustments refund
application and online filing issues.
  • Review and identify errors in applications for refunds which resulted in review by the legal department.
  • Cross trained in multiple tax programs including Corporate Income tax,
Personal Income tax, Combined Fuel Tax, Unclaimed Property and
Edit Error.
  • Utilize Microsoft Suite, PeopleSoft, Gentax, and Wages on a daily
Union Steward
  • Perform day-to-day administration of the collective bargaining
agreement between New Mexico Taxation and Revenue Department and AFSCME Local 477 employees.
  • Serve as the primary contact with supervision and management on the collective bargaining agreement interpretation.
  • Identify, investigate, document, prepare and present grievances,
employee issues and complaints to management for corrective action.
  • Bargain new policies that affect both union and non union covered


Jennifer Cantrell, Albuquerque, NM

Jun 2006Jun 2008

Tax Preparer and IT Support
  • While working with Jennifer Cantrell CPA I learned many new things and gained the practical knowledge through hands on experience that
has become a vital part of my success.
  • Created a paperless data base for the client's documents.
  • Electronically filed federal and state personal income tax returns.
  • Prepared monthly and quarterly financial statements.
  • Prepared personal income tax returns for federal and multi-state.
  • Prepared quarterly payroll tax documents for individuals and corporations.
  • Prepared payroll checks/data for weekly, bi-weekly, and monthly
individuals and corporations.
  • Managed Server and applications for processing errors and data
Managed Local Area Network to include networking printers, network
security, and networking computers.


NM Firearms Training School, Moriarty, NM


Probono work performed for NMFTS.
  • Assisted in preparation of quarterly payroll filings and CRS-1 returns.
  • Taught students how to properly handle firearms for personal safety.



Central New Mexico Community College


Moriarty High School


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