Naomi Morris
Henrietta,TX
Summary
Adept at navigating complex tax laws and leveraging tax software mastery, I significantly enhanced compliance and efficiency during my tenure at the Internal Revenue Service. Renowned for my critical thinking and exceptional customer service, I spearheaded audits and training, achieving notable improvements in operational workflows. My proactive approach and teamwork orientation have consistently driven organizational growth and client satisfaction.
Overview
25
25
years of professional experience
Work History
Tax Examining Technician
Internal Revenue Service, IRS
Austin, TX
04.2022 - Current
- Tax Examining Technician - 1/2024 - 7/2024 Detail Assignment - Employee Detention Credit (ERC).
- Special assignment PAS with campus quality review in CQRSS corporate office in Cincinnati, OH.
- Assisted with audits by gathering requested documents from taxpayers or their representatives.
- Participated in training sessions related to changes in federal and state tax laws.
- Assisted management with labor management issues and grievances through the preparation of reports or responses, frequently having advance knowledge of decisions rendered and actions proposed that may result in personnel actions.
- Specialty program TCO specializes in the areas of federal income tax withholding, Federal Insurance Contributions Act, and Federal Unemployment Tax Act.
- Special weekly assignments include AM/PM mail sorting and mail pickup, auto-assessment tower and manual adjustments, installment agreements, charge-outs, out-of-region, and power of attorney.
- Set up and monitored payment plans and processed payments.
- Utilized computer software programs such as Microsoft Excel to manage data efficiently.
- Conducted investigations into suspected cases of fraud or noncompliance with the Internal Revenue Code.
- Analyzed financial documents, such as bank statements, pay stubs, and W-2s to verify income reported on tax returns.
- Assisted other departments with special projects as needed.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Performed duties independently, without supervision.
- Flexible for overtime upon availability.
Tax Examining Technician
Internal Revenue Service, IRS
Austin, TX
02.2019 - 04.2022
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted with customer requests and answered questions to improve satisfaction.
- Special detail assignment in the code and edit department.
- Reviewed historical data to check compliance with internal and regulatory standards.
- Recognized by management for providing exceptional customer service.
- Utilized various software and tools to streamline processes and optimize performance.
- Operated equipment and machinery according to safety guidelines.
- Worked with cross-functional teams to achieve goals.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Completed day-to-day duties accurately and efficiently.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Maintained records of taxpayer interactions according to departmental policy and IRS regulations.
- Performed duties independently, without supervision.
- Flexible for overtime upon availability.
Payables and Receivables - Medicare Specialist
Trident USA Health Services
Frisco, TX
03.2014 - 02.2019
- Verified and processed Medicare claims with accuracy and efficiency.
- Ensured compliance with applicable laws, regulations, policies, and procedures for accounts payable and receivable activities.
- Maintained a working knowledge of CPT and HCPCS codes, ICD-10 codes, modifiers, fee schedules, insurance plans.
- Provided prompt and accurate services through knowledge of government regulations, health benefits and healthcare terminology.
- Ensured compliance with all applicable federal regulations related to Medicare billing processes.
- Created receiving reports and updated vendor balance sheets to record accounts payable.
- Trained new team members on company policies and accounting systems to keep team operations productive and efficient.
- Entered procedure codes, diagnosis codes and patient information into billing software to facilitate invoicing and account management.
- Generated detailed financial reports for management review.
- Submitted monthly reports summarizing key metrics such as total number of claims submitted, average days in AR.
- Identified professional development opportunities and delivered comprehensive, standardized and hands-on training to new staff.
- Assessed billing statements for correct diagnostic codes and identified problems with coding.
- Trained new employees on proper procedures for handling Medicare claims submissions.
- Eliminated inaccuracies in accounts payable payments by verifying information prior to generating checks and electronic payment transfers.
- Perform duties independently without supervision.
- Flexible for overtime upon availability.
Patient Financial Advocate
Conifer Healthcare Solutions
Frisco, TX
04.2009 - 03.2014
- Advised patients on eligibility requirements for government assistance programs.
- Provided financial counseling to patients regarding their payment options.
- Explained policies, procedures and services to patients.
- Assisted patients with completing necessary paperwork for insurance coverage and reimbursement.
- Educated patients on the importance of understanding their health insurance benefits.
- Screened patients for eligibility for state, local and federal assistance programs.
- Communicated effectively with customers via telephone, email, or mail correspondence.
- Ensured compliance with federal, state, and local laws governing healthcare billing practices.
- Counselled patients on potential financial liabilities and payment requirements.
- Worked effectively in team environments to make the workplace more productive.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Recognized by management for providing exceptional customer service.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Utilized various software and tools to streamline processes and optimize performance.
- Performed duties independently, without supervision.
- Flexible for overtime upon availability.
Accounts Payable Receivable/Administrative Manager
Small Group Therapy
Hot Springs, AR
07.2006 - 04.2009
- Processed daily cash receipts and prepared bank deposits.
- Managed relationships with tax authorities, bankers and auditors.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
- Analyzed accounts receivable aging reports to ensure timely payments.
- Maintain the petty cash account and reimbursement request.
- Posted clients' Social Security income checks in QuickBooks and issued payments for all clients' household expenses.
- Provided administrative support to Accounts Payable and Receivable department including filing documents, maintaining spreadsheets and databases.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Reviewed and processed invoices for payment accuracy and completeness.
- Prepared agendas for meetings and took minutes.
- Conducted accounts receivable duties by invoicing, researching chargebacks and analyzing discrepancies and reconciliations.
- Perform duties independently without supervision.
- Flexible for overtime upon availability.
Patient Financial Advocate
Hospital Solutions
Houston , TX
02.2000 - 07.2006
- Instructed patients on policies and required actions for different types of appointments and procedures.
- Provided financial counseling to patients regarding their payment options.
- Assisted patients with completing necessary paperwork for insurance coverage and reimbursement.
- Worked closely with other departments within the organization as needed.
- Educated patients on the importance of understanding their health insurance benefits.
- Screened patients for eligibility for state, local and federal assistance programs.
- Communicated effectively with customers via telephone, email, or mail correspondence.
- Initiated application processes to add patients to assistance programs at bedside and followed through until completion.
- Counselled patients on potential financial liabilities and payment requirements.
- Maintained updated knowledge through continuing education and advanced training.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Maintained the petty cash account and reimbursement request.
- Performed duties independently, without supervision.
- Flexible for overtime upon availability.
Education
Bookkeeper Certification - Bookkeeping
National Bookkeepers Association
Bastrop, TX11-2019
Some College (No Degree) - Business Administration And Management
Vernon College
Vernon, TX05-1983
High School Diploma -
Crowell High School
Crowell, TX05-1982
Skills
- Journal updating
- Financial reporting
- Report preparation
- Spreadsheet management
- Teamwork orientation
- Financial statements
- Data entry proficiency
- Inventory verification
- Tax law
- Accounting expertise
- Document review
- Tax software mastery
- Organizational growth
- Microsoft office proficiency
- Tax Code Familiarity
- Account reconciliation
- Data analysis
- Critical thinking
- Mathematical skills
- Multi-tasking ability
- Problem-solving aptitude
- Customer service
- Time management
- Multitasking capacity
- Active listening
- Compliance review
- Case management skills
Timeline
Tax Examining Technician
Internal Revenue Service, IRS
04.2022 - Current
Tax Examining Technician
Internal Revenue Service, IRS
02.2019 - 04.2022
Payables and Receivables - Medicare Specialist
Trident USA Health Services
03.2014 - 02.2019
Patient Financial Advocate
Conifer Healthcare Solutions
04.2009 - 03.2014
Accounts Payable Receivable/Administrative Manager
Small Group Therapy
07.2006 - 04.2009
Patient Financial Advocate
Hospital Solutions
02.2000 - 07.2006
Bookkeeper Certification - Bookkeeping
National Bookkeepers Association
Some College (No Degree) - Business Administration And Management
Vernon College
High School Diploma -
Crowell High School