Benjamin Medina, EA
Spanish Language- Sales Manager at Community Tax, LLC- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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IRS Enrolled Agent
U.S. Department of the TreasuryJun, 2017- Nov, 2024 -
Enrolled Agent (EA)
U.S. Department of the TreasuryJun, 2017- Nov, 2024
Experience
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Community Tax, LLC
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United States
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Financial Services
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1 - 100 Employee
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Spanish Language- Sales Manager
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Aug 2020 - Present
-Worked as both the Spanish Language Sales Manager, and Phase One Investigations -Trained tax professionals on how to write effective tax strategies in Spanish - Increased closing percentage in Spanish Sales by 10% in 7 months - Coach and mentor Spanish language professionals in understanding and presenting tax strategies - Complete Tax Seminars in Spanish for tax professionals -Assist other departments on how to improve their tax strategies in both Spanish and English -Continue to review and update Tax Strategies written in Spanish Show less
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Manager, Phase One Investigations
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Jul 2018 - Jul 2020
-Promoted from Investigations Team Lead-Managed a team of 6 tax professionals that included Enrolled Agents and Attorneys - Reviewed 100-200 tax strategies per week
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Investigations Team Lead
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Feb 2018 - Jul 2018
Promoted from Tax Practitioner -Responsible for leading a team of 10 -Ensure company initiatives for the Investigations team were met -Responsible for daily production reports -Responsible for trainings (English and Spanish) -Oversaw and directed the hiring process of over 12 candidates, of which 4 individuals were chosen for seasonal employment-Oversee daily operations -Provide support to both English and Spanish Enrollment Teams when it came to resolutions -Provide constant support for investigations team -Oversee both individual and business recommendations Show less
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Tax Practitioner
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Jun 2017 - Feb 2018
Promoted from EA Associate Practitioner After receiving Enrolled Agent Certification from the U.S. Department of the Treasury
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EA associate Practitioner
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Oct 2016 - Jun 2017
Promoted from Case Processor -Prepare 15-20 personally customized tax resolution strategies per day-Assist clients with fundamental tax planning and analysis-Optimize clients tax position and identify as well as mitigate risk areas-Call the IRS priority practitioner line in order to obtain tax related information-Retrieve and upload IRS transcripts into client profile -Construct a financial analysis model for 15-20 clients per day-Responsible for knowing the IRS tax code -Guide fellow co-workers on how to write successful tax resolutions for our clients Show less
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Case Processor
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Apr 2016 - Oct 2016
-Responsible for overseeing over 100 cases on a weekly basis -Prepared 4-5 proposals per day-Collected financial information (Income, Assets and Expenses) from enrolled clients -Prepared information for CIA, DDIA, SIA, CNC, OIC, and Audit Defense proposals for practitioner review -Worked on both Spanish and English cases-Explanation of different type of proposals to clients; Offer in Compromise/Currently Not Collectible/Installment Agreement-Preparing Profit & Loss Statements-Prepared Audit Defense & Audit Reconsideration proposals-Prepared closing letters to clients -Translating letters when requested from English to Spanish or vice versa Show less
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Case Analyst
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Aug 2015 - Apr 2016
Case Analyst Temp to hire: August 2015 to November 2015 through Aerotek, IncOfficial employee: November 2015 -Enrolled both English and Spanish speaking clients -80 dials or 4 hours of talk time per day-Analyzed Stated Financials -Delivered results from initial Tax Investigation -Enrolled clients in tax resolution programs-Answered calls and emails in both Spanish and English
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Union League Boys & Girls Clubs
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Non-profit Organization Management
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1 - 100 Employee
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Assistant Club Director
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Sep 2014 - Aug 2015
Promoted from Program Director -Guide, manage, and motivate 2 teams of 8 staff members-Seek new opportunities with local community business/organizations-Maintain and develop current relationships with over 5 community organizations-Recruit, hire and train new employees-Manage and implement 4 different budgets ranging from $20,000 - $50,000 -Responsible for weekly, monthly and yearly outcome measurement reports
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Program Director
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Apr 2014 - Sep 2014
Promoted from Activity Specialist -Establish a safe, fun and educational friendly environment where youth can learn and play-Developed and managed the 21st Century Grant budget -Youth enrollment and retention -Manage professional relationships between Josiah L. Pickard Elementary School and the Union League Boys & Girls Clubs-Program Development & Implementation-Responsible for Volunteer enrollment and Management -Ensure safety codes and procedures were updated, followed and implemented -Direct Community Outreach programs Show less
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Union League Boys & Girls Clubs
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Non-profit Organization Management
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1 - 100 Employee
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Activity Specialist
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Mar 2012 - Feb 2014
-Ensure youth at site were in a safe environment at all times -Daily Attendance Report -Responsible for program Implementation -Reading & Math tutor -Responsible for engaging in fun and meaningful after school activities with youth -Ensure youth at site were in a safe environment at all times -Daily Attendance Report -Responsible for program Implementation -Reading & Math tutor -Responsible for engaging in fun and meaningful after school activities with youth
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Northern Trust Wealth Management
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United States
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Financial Services
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500 - 600 Employee
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Marketing Intern
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May 2011 - Aug 2011
-Prepare customer profiles -File & organize customer profiles -Weekly presentations on plausible investment opportunities -Prepare quarterly and year investment models -Prepare customer profiles -File & organize customer profiles -Weekly presentations on plausible investment opportunities -Prepare quarterly and year investment models
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Education
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2011 - 2015
DePaul University
Bachelor's Degree, Marketing -
2007 - 2011
St. Ignatius College Prep
Highschool Diploma
Community
