MICHELLE BASS

Administrative Duties

• Case coordination: Assist tax resolution specialists in managing client files, tracking case progress, and organizing all related documentation.
• Communication management: Handle all incoming and outgoing mail and phone calls with both clients and taxing authorities, ensuring timely and professional correspondence.
• Document preparation: Prepare, review, and file various forms, including Powers of Attorney (Form 2848), financial statements, and other client- and tax-agency-specific paperwork.
• Scheduling and calendar management: Manage case deadlines, and coordinate appointments and meetings with clients and taxing authorities.
• Process optimization: Assist in streamlining administrative procedures, such as client intake, document filing, and case updates, to improve team efficiency.

Licensed Representative Duties

• Client representation: Exercise unlimited practice rights to represent clients with collection matters with the IRS and state tax authorities.
• Negotiation: Negotiate with taxing authorities to achieve the best possible outcomes for clients, including installment agreements and penalty abatement.
• Tax issue resolution: Apply knowledge IRS procedures to resolve complex tax issues, such as tax liens, wage garnishments, and bank levies.
• Client consultation: Communicate directly with clients to gather financial information, explain resolution options, and guide them through the process.
• Continuous education: Complete required continuing education to maintain EA license, stay current with all changes to tax laws, and inform clients of relevant updates.
• Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
• Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
• Communicated with clients and customers to gather, provide and share updated information on products and services.
• Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
• Devised and implemented processes and procedures to streamline operations.

• Help client with daily activities
• Provide transportation to doctor appointments and shopping
• Cleaned house and ran errands.
• Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
• Built strong relationships with clients to deliver emotional support and companionship.
• Built and maintained rapport with clients and family members to facilitate trusting caregiver relationship.

• Assess risk in all areas of responsibility and communicate potential concerns to ensure all problems are addressed in a timely and appropriate manner.
• Prepare for regulatory internal audits and helped create procedures to ensure compliance.
• Coordinate complex branch annual compliance inspections for 12 branches.
• Review daily trade activity for over 2,000 trades and electronic communications for all trades.
• Review and approve business activities including new accounts, correspondence approvals, alternative investments and options agreements.

• Supervision of 17 branch staff, including interviewing, hiring, terminating and ensuring staff is properly trained.
• Performed monthly reviews of branch financial reports including income statements and general ledger reports.

• Assisted financial consultants and provided a high level of quality service to clients by understanding their investment objectives, tolerance for risk, investment potential and promptly responding to client needs.
• Provided analytical, administrative and sales support to four financial consultants to enhance growth.