Si-Apria Morgan
Sandy Springs
Summary
Results-driven federal employee with over five years of public service experience in tax administration, regulatory compliance, financial analysis, and taxpayer case resolution. Demonstrated ability to interpret and apply federal tax laws, analyze financial records, conduct research, and resolve complex taxpayer issues while ensuring compliance with Internal Revenue Code provisions and IRS procedures. Skilled in negotiating resolutions, evaluating financial information, communicating effectively with diverse stakeholders, and exercising sound judgment in high-volume, fast-paced environments. Recognized for strong analytical, investigative, and problem-solving abilities, with a commitment to delivering fair, accurate, and impartial service to taxpayers while supporting the mission of the Internal Revenue Service.
Overview
6
6
years of professional experience
Work History
Revenue Officer
Internal Revenue Service
08.2023 - Current
- Conduct investigations involving individual and business taxpayers to determine appropriate resolutions of federal tax liabilities.
- Managed a caseload of 80 taxpayers and businesses, including trust fund assertion cases, while conducting an estimate of five taxpayer interviews weekly. Reviewed financial records to determine ability to pay. Negotiated installment agreements and other collection alternatives.
- Analyzed financial statements, bank records, income, assets, and liabilities to evaluate taxpayers’ ability to pay.
- Researched and applied provisions of the Internal Revenue Code, Treasury Regulations, IRM references and IRS procedures to resolve complex collection matters.
- Negotiated payment arrangements and other collection alternatives while balancing taxpayer rights with the government’s interest.
- Implemented process improvements that increased efficiency in tax collection operations.
- Provided guidance and service on various financial problems in order to assist taxpayers in resolving tax issues.
- Kept case data and contact information up to date to expedite proceedings.
- Recommended financial solutions in relation to tax implications.
- Produced briefs, located records and organized documentation to support court cases.
Customer Service Representative
Internal Revenue Service, IRS
Atlanta, GA
11.2021 - 08.2023
- Developed and implemented communication strategies to enhance public understanding of tax policies.
- Provided guidance to individual and business taxpayers regarding federal tax laws, account inquiries, payment options, and IRS procedures through high-volume telephone interactions.
- Researched taxpayer accounts using IRS systems to resolve complex tax issues, explain account actions, and ensure accurate application of tax policies and procedures.
- Reviewed account data, researched applicable tax laws and IRS guidance, documented case actions, and prepared account records to support timely and accurate case resolution.
- Maintained current knowledge of evolving tax resolutions, Internal Revenue Manual (IRM) procedures, and IRS policy updates to ensure compliance and consistent quality service to the taxpayer.
Immunization Program assistant
Dekalb County Board of Health
05.2022 - 03.2023
- Conducted immunization compliance assessments for childcare centers and K–12 schools throughout DeKalb County to ensure adherence to Georgia immunization laws, state regulations, and public health requirements. Reviewed vaccination records, identified compliance deficiencies, and worked collaboratively with school administrators, childcare providers, parents, and healthcare professionals to resolve documentation issues and maintain regulatory compliance.
- Scheduled inspections, appointments, meetings, and compliance reviews while maintaining accurate records and preparing reports. Communicated program requirements, policy updates, and procedural guidance to internal staff and external stakeholders. Assisted the Program Coordinator by monitoring program activities, identifying compliance concerns, and reporting issues requiring management attention to support efficient program operations.
Client Services Representative/ Compliance Specialist
National Credit Systems
08.2020 - 09.2021
- Reviewed financial accounts, trust statements, invoices, legal documents, and supporting records to ensure accuracy, regulatory compliance, and adherence to company policies and industry standards. Processed new client accounts, maintained detailed account documentation, and managed financial and operational reports using Microsoft Excel, Microsoft Word and Microsoft publisher.
- Performed compliance reviews and audit support activities by analyzing account information, researching discrepancies, accepting requests from clients via telephone and assisting with the resolution of customer disputes. Coordinated administrative and financial activities to support client account management while ensuring timely and accurate processing of documentation.
- Managed client inquiries, ensuring timely and accurate responses to enhance customer satisfaction.
Education
Master of Public Administration - Government
Clayton State University
Morrow, GA07.2021
Bachelor of Social Work - Social Work
Fort Valley State University
Fort Valley, GA05.2020
Skills
- Tax Law Research
- Financial Analysis
- Case Analysis
- Negotiation
- Appeals & Dispute Resolution
- Regulatory Compliance
- Written Communication
- Investigative Research
- Critical Thinking
- Decision Making
- Microsoft Office
CONTACT
- PHONE: 678-361-8083
- EMAIL: Si-Apria.Morgan@irs.gov Apriamorgan@gmail.com
Timeline
Revenue Officer
Internal Revenue Service
08.2023 - Current
Immunization Program assistant
Dekalb County Board of Health
05.2022 - 03.2023
Customer Service Representative
Internal Revenue Service, IRS
11.2021 - 08.2023
Client Services Representative/ Compliance Specialist
National Credit Systems
08.2020 - 09.2021
Master of Public Administration - Government
Clayton State University
Bachelor of Social Work - Social Work
Fort Valley State University