Dedicated professional with extensive experience in customer service and tax compliance. Proven ability to analyze complex regulations and resolve inquiries efficiently, ensuring high levels of customer satisfaction.
Overview
13
13
years of professional experience
Work History
COST BASIC ASSISTANCE
SGS Technologi
Memphis, TN
08.2025 - Current
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Prioritized and organized tasks to efficiently accomplish service goals.
Identified needs of customers promptly and efficiently.
Assisted with customer requests and answered questions to improve satisfaction.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Lead Tax Examiner
Internal Revenue Service, IRS
Memphis, TN
12.2012 - Current
Reviewed tax returns for accuracy and compliance with regulations.
Assisted in resolving taxpayer inquiries and issues effectively.
Utilized tax software to process and analyze tax documents efficiently.
Conducted audits to ensure adherence to tax laws and guidelines.
Analyzed financial documents to ensure accurate reporting of income, deductions, exemptions and credits.
Insurance Verification Specialist
Apex Systems
VIRIGINIA, NE
10.2024 - 05.2025
Verified insurance eligibility for patients and updated records accurately.
Communicated with patients regarding insurance coverage and verification processes.
Utilized electronic health record systems to streamline verification tasks efficiently.
Reviewed insurance policies to ensure compliance with relevant regulations and guidelines.
Collaborated with billing departments to resolve discrepancies in insurance claims.
Tax Analyst
INCONMA
Troy, MI
02.2024 - 02.2025
Analyzed complex tax regulations to ensure compliance and accuracy.
Conducted research on tax law changes to inform strategic decisions.
Reviewed financial statements for accuracy and tax implications.
Managed documentation and filings for audits and compliance reviews.
Analyzed tax returns to identify areas of potential savings for clients.
Insurance Customer Service Representative
Apex Systems
Virginia, NE
08.2023 - 10.2024
Assisted customers with policy inquiries and claims processing.
Processed policy applications using company software efficiently.
Maintained accurate customer records and documentation consistently.
Resolved customer complaints by providing timely solutions.
Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
Processed new policy applications and updated existing policy documents.
Education
Associate of Applied Science - Accounting and Finance
NORTHWEST COMMUNITY COLLEGE
SENATOBIA, MS
05-2025
Skills
Financial analysis
Tax compliance
Customer service
Problem solving
Data entry
Regulatory research
Remote office availability
Recordkeeping
Timeline
COST BASIC ASSISTANCE
SGS Technologi
08.2025 - Current
Insurance Verification Specialist
Apex Systems
10.2024 - 05.2025
Tax Analyst
INCONMA
02.2024 - 02.2025
Insurance Customer Service Representative
Apex Systems
08.2023 - 10.2024
Lead Tax Examiner
Internal Revenue Service, IRS
12.2012 - Current
Associate of Applied Science - Accounting and Finance
Warehouse Executive at Organization: SGS Tekniks Manufacturing Pvt. Ltd. (A Syrma SGS Group Company)Warehouse Executive at Organization: SGS Tekniks Manufacturing Pvt. Ltd. (A Syrma SGS Group Company)