Jeni L. Roberts
Elk Grove Village
Summary
Experienced tax attorney specializing in tax controversy resolution and IRS negotiations. Successfully managed over 100 active cases and led a team of four analysts. Expertise includes reasonable cause penalty abatement, trust fund recovery penalty defense, and strategic negotiations with IRS and state authorities. Bilingual in Russian and Hebrew, with strong client relationship management and legal research capabilities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Attorney
Tax Law Offices
Naperville
11.2021 - Current
- Lead attorney on complex federal and state tax controversy matters, including criminal investigations, audits, and enforced collection actions.
- Advocate for clients before IRS Office of Chief Counsel, Appeals, Criminal Investigations (CI), United States Tax Court, Illinois Tax Tribunal, and various state departments of revenue.
- Secured penalty abatement by delivering more than 100 reasonable cause statements with high success rates.
- Authored more than 20 Trust Fund Recovery Penalty (TFRP) defense memorandums under IRC §6672, mitigating exposure for responsible persons.
- Negotiated favorable resolutions in over 100 IRS collection cases, including installment agreements, Currently Not Collectible (CNC) status, and Offers in Compromise (OICs).
- Represented clients in 10+ IRS and state audits, resolving issues ranging from unreported income to worker classification disputes.
- Supervise team of 4 tax case analysts, directing case work and procedural filings.
- Manage active docket of 100+ open cases with deadlines across multiple jurisdictions.
Associate Attorney
Bernicky Law Firm
Naperville
06.2021 - 09.2021
- Managed real estate transactions covering sales, purchases, closings, refinancing, and short sales.
- Composed transfer documents featuring Quit Claim Deeds and Transfer on Death Instruments.
- Facilitated Property Tax Appeals for multiple townships, including DuPage County.
Legal Assistant
Law Firm of Wendy R. Morgan
Arlington Heights
04.2017 - 06.2017
- Supervised weekly case reviews between attorneys and supporting staff.
- Structured and indexed motions, pleadings, and orders.
- Documented billable hours and invoices.
Administrative Clerk
Brady, Connolly & Masuda,P.C.
Chicago
02.2013 - 05.2013
- Managed medical documents in compliance with HIPAA.
- Inventoried, and managed docketing system.
Law Case Manager
U.S. Law Attorneys
Schaumburg
12.2012 - 02.2013
- Organized chapter 7 and chapter 13 bankruptcy filings.
- Produced over 50 bankruptcy petitions and supported proceedings during 341 hearings.
- Completed loan modification program packets, such as HAMP, HARF, and HAFA.
- Engaged with Zillow and real estate appraisers to determine clients’ real property values.
- Secured completion of 50 reaffirmation agreements.
- Drafted and edited memorandums, trial briefs, and summons.
- Established, oversaw, and coordinated internship program with placement of 5 interns.
Education
Juris Doctor -
DePaul University College of Law
Chicago, IL05.2014
Bachelor of Arts - Economics
Lake Forest College
Lake Forest, IL12.2009
Skills
- Fluent in Russian and Hebrew
- Microsoft Office Suite
- Adobe Photoshop
- Tax controversy resolution
- Case management
- Team leadership
- IRS negotiation
- Pitbull tax software proficiency
- Legal research
- Financial Analysis
- Corporate Tax
- Tax Planning Strategies
- Litigation Skills
- Client Relationship Management
Certification
- State Bar of Illinois - Admitted in May 2018. License in current and good standing.
- U.S. Tax Court - Admitted in 2022
Affiliations
- American Bar Association - Tax Section
- American Society of Tax Problem Solvers
- Tax Rep Network
- National Association of Enrolled Agents (Affiliate)
Languages
Russian
Native/ Bilingual
Timeline
Senior Attorney
Tax Law Offices
11.2021 - Current
Associate Attorney
Bernicky Law Firm
06.2021 - 09.2021
Legal Assistant
Law Firm of Wendy R. Morgan
04.2017 - 06.2017
Administrative Clerk
Brady, Connolly & Masuda,P.C.
02.2013 - 05.2013
Law Case Manager
U.S. Law Attorneys
12.2012 - 02.2013
Juris Doctor -
DePaul University College of Law
Bachelor of Arts - Economics
Lake Forest College
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