James T Miller

Resolved client tax issues regarding federal, state, sales, and payroll taxes

Contracted fee-based services for tax attorneys and CPAs to enhance service offerings.

Managed extensive case files while ensuring comprehensive client services.

Maintained current knowledge of tax law changes to inform client strategies.

• Assisted clients in understanding financial solutions and effectively resolving issues.
• Conducted follow-up calls to confirm client satisfaction with services received.
• Documented client interactions and resolutions meticulously to ensure compliance.
• Conducted research into various types of resolutions available for different scenarios, in order to provide the most effective solution possible.

• Utilized seasoned consultative sales experience to achieve exceptional results in insurance markets.
• Obtained Medicare certification and registered with Affordable Care Act programs.
• Focused on retirement benefits, encompassing dental, vision, and HSA options.
• Handled small group insurance solutions to meet diverse client needs.
• Licensed in 48 states; partnered with multiple FMOs throughout each AEP.
• Expertly managed Medicare and Federal Marketplace (ACA) processes for streamlined client onboarding.
• Maintained up-to-date knowledge of Medicare regulations and policies.

• Serviced property owners by maintaining quality units at vacation resort.
• Coordinated weekly rental reservations, check-in, and check-out processes.
• Managed relationships with HOA staff to ensure seamless operations.
• Created and maintained comprehensive records of all property management activities.
• Prepared monthly financial reports summarizing income, expenses, and occupancy rates.
• Provided guidance to staff on daily operational tasks related to property management.

• Community Bank working with 5 Branches and the Commercial and Mortgage Bank
• Establishing credibility with the High Net worth Clients
• Offering Investment Services and managed Assets
• Analyzed client portfolios to align investments with financial goals.
• Advised clients on market trends and investment opportunities.
• Developed tailored investment strategies for diverse clientele.
• Conducted risk assessments to optimize asset allocation.