Tracy Vanderkuijl
Anchorage,USA
Summary
Educated and experienced in working with indigenous people / communities which is extremely beneficial when working in and with rural areas and peoples. Bi-Lingual – English and Korean. Customer Service Experience. Problem Resolution experience, skills, education. Compliance. Adaptable. Medical Coding/ Billing. Medical Compliance. Human Resources / Benefits IE FMLA, Health Insurance, etc. Federal Management Cadre AKA FMC – Offered and Accepted Cadre position 12/2024. 120 Detail as Supervisory Revenue Officer for the NW Territory Group 20 which consisted of 13 revenue officers; more than half were new (> one year). As AGM, I completed the following during my 120-day detail utilizing EQRS, HRC, and Entity >50 EQ reviews >10 Annual Appraisals and Mid-Year Reviews Submitted Four CLP’s Review case loads/inventories Worked closely with upper management Conflict Resolution Much more Acting Manager for NW Territory Analytical –Work very complex cases Financial Analysis’ including FMV, FSV. Assisted PALS on the front end, with both Judicial Seizure and Sale of Seizure. Work including delivery of Notice of Sale, taking photos of properties, conducting courthouse checks, meeting with locksmiths for Judicial foreclosures. Assisted in auctions including registering bidders, tabulating bids, and sitting in for mail in bidders. Experience in processes of real and intangible properties and assets. Coordinate with functional employees for research needed in areas out of my reach. Manager Experience. Mentor. Knowledge and experience with Trust Funds. On the Job Instructor for new hires. Leadership. Broad, in-depth knowledge of taxpayer rights, Internal Revenue Code, IRM policies and applicable procedures, including National and Area directives, state and local laws. Knowledge of IRS organizational structure, mission, and function. Knowledge of a wide range business laws and practices, judicial processes, laws of evidence, and the interrelationship between Federal and state laws and the effect of various moderately complex legal instruments and legal practices, government regulations, executive orders, agency rules on the collection process for case resolution. Knowledge of financial/managerial accounting principles, practices and methods sufficient to analyze and evaluate financial records (for example: balance sheets, profit and loss statements, income statements, bank records, etc.) to locate distrainable assets, determine ability to pay, track financial transactions, locate virtual taxpayers and their assets, and trace and follow income streams. Knowledge of banking principles and practices, including securities, and ability to analyze reported financial business data. In depth knowledge of the various tools used to investigate and locate virtual people and their assets. Use this knowledge to trace and follow income streams and ensure accurate accounting of funds and assets. Knowledge of electronic data exchange and the ability to conduct business online, including use of internet and intranet. Comprehensive knowledge of business organization and commercial practices. The ability to analyze the operations, financial condition, and profitability of people and businesses including the valuation of large, unusual, valuable, or difficult to dispose of assets for case resolution. Knowledge of tools used to investigate and locate virtual people and their assets. Uses this knowledge to trace and follow income streams and ensure accurate accounting of funds and assets. Knowledge of a wide range of investigative or analytical techniques and methods and the ability to apply such techniques to the analysis of complex business and financial matters. Knowledge of commercial computer operating systems and applications, and IRS job related computer systems. Knowledge of information management systems. Familiar with and determines need for information depending on different circumstances of a case. Knows how to gather and secure information from different sources and maintains management systems for future use. Knowledge of principles of cost benefit analysis, including present and future benefits and value of money and quantifying tangible and intangible benefits. Comprehensive knowledge of the complete range of collection techniques where complex features are present.
Overview
26
26
years of professional experience
Work History
Revenue Officer
Department of Treasury
08.2021 - Current
- Company Overview: Internal Revenue Service
- Detail as Supervisory Revenue Officer ad Acting Manager for the NW Territory
- Completed Annual, Mid-Year, TUR, EQ Reviews for < 10 employees
- Verify RO inventory levels match up with current GS, provide cases, run reports via Entity
- Hold 7114 meetings
- Approve/Disapprove requests via ICS, ATFR, RCA
- CAP calls with POA, Taxpayers
- Developed and referred fraud cases, worked with FEA in the NW – Cases Accepted by CI
- Submitted CEASO Approved Alter-Ego Memo - Counsel approved.
- Work with multi-areas within the IRS SBSE division.
- NTEU Steward.
- Active on the Safety and Diversity Committees.
- Work/resolve/close cases within compliance/policy/procedure.
- Identify/work/build cases that may involve fraudulent transactions/alter-ego/nominee.
- Collect delinquent tax and secures delinquent returns from taxpayers who have not resolved their obligations in response to prior correspondence or other contact.
- Conduct interviews with taxpayers (and/or their representatives) in different environments such as the business location, residence or office as part of the investigative process of collecting delinquent taxes and securing delinquent tax returns.
- Counsel taxpayers on their tax filing, deposit and payment obligations actions needed to bring taxpayers into full compliance and educate on full.
- Provide guidance and service on a wide range of financial problems to assist the taxpayer toward a positive course of action to resolve tax issues.
- Work with the taxpayers and their representatives to develop a plan of action to resolve all delinquencies.
- Take enforced collection actions, when appropriate.
- Provide customer service by respecting and explaining the taxpayer's rights, IRS policies and procedures.
- Provide instructions, and analyzes issues presented by taxpayers, practitioners and IRS employees.
- Interpreting, and applying IRM policies and procedures, regulations, court decisions, state and local laws, and various Titles of the United States Code.
- Resolve account discrepancies and responds to taxpayer and practitioner requests.
- Meet taxpayers or their representatives at the business location or residence for non-business taxpayers in order to view the assets or number of employees, or to observe indications of hardship or business failure.
- Conduct interviews with taxpayers (and/or their representatives) with the purpose of securing complete financial information and assessing the taxpayer’s ability to pay outstanding tax obligations.
- Perform credit and financial analysis of the taxpayer financial records to determine the taxpayer’s financial condition and ability to pay outstanding tax obligations and prevent future delinquencies.
- Analyze financial information and evaluates assets.
- Apply expense standards and provides guidance on a wide range of financial alternatives to assist taxpayers in identifying options that could assist in resolving delinquent tax obligations including installment agreements, offers in compromise or suspending collection action.
- Evaluate and compare taxpayers’ financial information to internal and external sources to verify taxpayers’ financial condition.
- Perform financial investigations in situations in which taxpayers are unwilling to be forthcoming concerning assets and sources of income.
- Search public records, tax returns, and financial and credit information to locate distrainable assets.
- Summons taxpayer records and other financial information from the taxpayer and financial institutions or other third parties.
- Confer with internal and external advisors, analysts, or attorneys (for example: Counsel or Department of Justice) regarding case development, issue determination, case processing and coordination.
- Develop a feasible plan of action to resolve the case.
- Recognize patterns of delay and other indicators that a taxpayer is not cooperating or attempting to defeat assessment or collection of delinquent tax.
- Plan and take appropriate enforcement actions to secure an assessment on past due returns, such as summonsing tax records, referrals to examination or assessing taxes using IRC 6020(b), or prompt, quick and jeopardy assessments.
- Take appropriate enforced collection action, such as levies, redemptions, seizures, nominee liens, judicial actions, or fraud investigation.
- Conduct trust fund recovery penalty investigations: evaluates willfulness, responsibility and authority, and recommends penalty assessments.
- Prepare affidavits, statements and testimony for court cases, such as summons enforcement, or seizure action.
- Files and releases Federal tax liens.
- Manage an inventory of delinquency cases and completes required case actions.
- Document case history in support of case decisions.
- Prepares narrative reports in support of recommendations.
- Compose moderately complex correspondence, technical reports, research, affidavits, statements and testimony necessary to support collection action in court cases.
- Prepare referrals to Appeals and Criminal Investigation.
- Provide training or assistance to lower graded employees.
- Other duties as assigned.
- Internal Revenue Service
Compliance Specialist III
Southcentral Foundation
06.2018 - 08.2021
- Under general supervision of the Compliance Manager responsible for auditing ICD-10/HCPC codes and Medical Records in Electronic Records and Hard Documents in compliance with federal/state laws and company policies.
- Review and research account corrections, as well as retroactive adjustments in the EHR system.
- Troubleshoot and resolved complex or unusual account related issues.
- Worked collaboratively with the Revenue Cycle department.
- Review, evaluate and provide guidance related to grievance issues as it pertains to Policy & Procedures, and Federal and State laws, regulations, and statutes.
- Assists with the organization, administration and support for department and division development projects and other administrative duties as assigned.
- Perform other related duties as assigned.
Benefit Enrollment Specialist
Southcentral Foundation
07.2017 - 03.2018
- Responsible for adhering to federal and state laws for healthcare/ACA.
- Identifying IHS Beneficiaries qualifying for State and Federal Insurance either through Medicaid or the Federal marketplace.
- Creating and maintaining relationships with IHS beneficiaries, referring to and promoting IHS health to beneficiaries.
- Responsible for tracking and reporting to departments collaborating with Family Health Resources.
Office Manager
UAA
08.2016 - 07.2017
- Managed and tracked budgets up to $500,000.00 for Disability Support Services and The Multicultural Center.
- Responsible for job posting/position descriptions/new hire policies and procedures/new hire paperwork/offer letters/time tracking and much more.
- Utilized student Banner menus, QMenu/QAdhoc.
- Tracking documents/paperwork.
- Created and ran reports to ensure all eligible employees received information needed.
- And much more.
Human Resources Technician
University of Alaska Anchorage
09.2014 - 10.2015
- Built and implemented a new process for Family Medical Leave utilizing Microsoft Access from Excel for better tracking, report/query running, document merging, and more, as well as assisting in Family Medical Leave processes.
- Was known as the I-9 specialist.
- Processed employees domestic and international via data entry in SAP – Oracle based software as well as verify all is within compliance.
- Assisted in obtaining Permanent Residency for tenured track professors.
- Processed employee job forms.
- Verified deductions such as tax and benefits are set up accordingly in the system.
- Worked collaboratively with the Payroll, Departments, and Labor Relations as it pertains to grievance settlements and arbitration decisions.
- Review, evaluate and provide guidance related to grievance issues as it pertains to Policy & Procedures, Collective Bargaining Agreements and Personnel Rules, and Federal and State laws, regulations, and statutes.
- Aid in analyzing and implementing the system related impacts of arbitration decisions.
- Assisted with the organization, administration and support for department and division development projects and other administrative duties as assigned.
- Perform other related duties as assigned.
Secretary Board Member and Volunteer
Alaska Kidney Patients Association
02.2012 - 06.2014
- Assisted in planning and coordinating events as well as fundraising.
- Promoted AKPA events by setting up vendor booths.
- Coordinated volunteers for events such as Symposiums and charity walks.
- Delegated duties to volunteers of 20 or more.
- Attended monthly and quarterly meetings.
- Other duties as needed/assigned.
Administrative Assistant
Liberty Dialysis
Anchorage, Alaska
05.2009 - 02.2014
- Did payroll for over 30 employees.
- Processed new employee paperwork including I-9’s and W4’s.
- Initiated and completed State of Alaska Background Checks in SOA DHSS Background check system for new employees.
- Started new personnel files as well as auditing and updating personnel files.
- Orientated new employees, as well as precept and train employees on EMR and software programs.
- Arranged travel to Alaska and back for Corporate Staff.
- Typed correspondence to vendors/patients/Insurance Co.’s/M.D.’s.
- Scheduled patients for out of clinic procedures.
- Updated and prepared policies and procedures.
- Ran reports using MS Office Software and Liberty’s EMR Daily/Weekly/Monthly/Annually in a punctual manner.
- Worked with and maintained sensitive information.
- Researched for reports and patients information prior to patient being admitted IE finding patients insurance card and information via Hospital Portals Providence and AK Regional and current diagnosis’s.
- Initiated new patients via chart/EMR, and audited charts to ensure within CMS and clinic guidelines.
- Entered new patient demographics data into EMR.
- Entered insurance and verified insurance.
- Entered ICD-9/10 diagnosis, and CPT codes for patients.
- Entered and prepared Lab Orders.
- Initiated patient travel outside of Alaska by researching and contacting other dialysis units.
- In charge of patient’s records, cash/check collection from patients and vendors, front desk and most administrative duties in clinic.
- Ordered all office, clinic, medical supplies.
- In charge of balancing budgets including petty cash and employee reimbursements.
- Prepared Expense reports for staff.
- Prepared accounts payables and receivables with and without purchase orders.
- Assisted with Physician and Nurse Practitioner Credentialing, and verifying liability insurance up to date.
- Entered patient data/results monthly prior to deadline in CMS Crownweb system to ensure full and timely payments.
- Resolved conflicts internally and externally.
- Meeting and or beating all deadlines when assigned with time sensitive materials.
- Entered and ensure Medicare documents 2728 and 2746 completed correctly.
- In charge of inventory monthly and annually.
- Role in both chronic and acute locations, and much more.
Patient Support Specialist
Liberty Dialysis
Anchorage, Alaska
12.2012 - 01.2014
- Researched patients that are being referred by M.D.’s.
- Prepared for new or transferring patients referred by Nephrologists.
- Visited new and current patients in hospitals to verify needs prior to being discharged and assist with planning for dialysis.
- Resolved any issues and or concerns patients had.
- Assisted with setting up transportation with current and new patients.
- Maintaining and submitting weekly excel report.
Customer Service Representative
GCI
Anchorage, Alaska
08.2004 - 09.2006
- Resolved problems for local telephone/long distance/cellular/internet services.
- Processed payments over the phone.
- Connected calls to appropriate departments.
- Scheduled appointments as needed.
- Answered incoming calls.
- Volunteered to cross train for all departments, and was top seller in the dept.
Customer Service Representative
Corporate Express
Anchorage, Alaska
10.2002 - 10.2003
- Entered data utilizing company’s software program.
- Answered incoming calls.
- Accepted incoming faxes, as well as filing.
- Dispatched drivers via radio.
Customer Service Representative
American Airlines
09.1999 - 04.2001
- Answered incoming calls, made/processed reservations.
- Resolved problems/concerns, issued e-tickets, and much more.
Education
Master’s - Public Administration
University of Alaska Southeast
12.2018
Bachelor’s - Business Administration Management
University of Alaska Southeast
12.2015
Associate of Arts -
University of Alaska Anchorage
07.2013
Skills
- Customer Service
- Problem Resolution
- Compliance
- Adaptability
- Medical Coding
- Medical Compliance
- Human Resources
- Conflict Resolution
- Analytical Skills
- Financial Analysis
- Managerial Experience
- Mentoring
- Leadership
- Knowledge of Taxpayer Rights
- Knowledge of Internal Revenue Code
- Knowledge of IRS Policies
- Knowledge of Business Laws
- Knowledge of Financial Accounting Principles
- Knowledge of Banking Principles
- Knowledge of Investigative Tools
- Knowledge of Electronic Data Exchange
- Knowledge of Business Organization and Commercial Practices
Skills Experience
- Educated and experienced in working with indigenous people / communities
- Bi-Lingual – English and Korean
- Customer Service Experience
- Problem Resolution experience, skills, education
- Compliance
- Adaptable
- Medical Coding/ Billing
- Medical Compliance
- Human Resources / Benefits IE FMLA, Health Insurance, etc
- FMC, 12/24
- 120 Detail as Supervisory Revenue Officer for the NW Territory Group 20
- Acting Manager for NW Territory
- Analytical – Work very complex cases
- Financial Analysis including FMV, FSV
- Experience in processes of real and intangible properties and assets
- Manager Experience
- Mentor
- Knowledge and experience with Trust Funds
- On the Job Instructor for new hires
- Leadership
- Broad, in-depth knowledge of taxpayer rights, Internal Revenue Code, IRM policies and applicable procedures
- Knowledge of IRS organizational structure, mission, and function
- Knowledge of a wide range business laws and practices
- Knowledge of financial/managerial accounting principles
- Comprehensive knowledge of business organization and commercial practices
- Knowledge of principles of cost benefit analysis
- Comprehensive knowledge of the complete range of collection techniques
Languages
Korean
Professional Working
Timeline
Revenue Officer
Department of Treasury
08.2021 - Current
Compliance Specialist III
Southcentral Foundation
06.2018 - 08.2021
Benefit Enrollment Specialist
Southcentral Foundation
07.2017 - 03.2018
Office Manager
UAA
08.2016 - 07.2017
Human Resources Technician
University of Alaska Anchorage
09.2014 - 10.2015
Patient Support Specialist
Liberty Dialysis
12.2012 - 01.2014
Secretary Board Member and Volunteer
Alaska Kidney Patients Association
02.2012 - 06.2014
Administrative Assistant
Liberty Dialysis
05.2009 - 02.2014
Customer Service Representative
GCI
08.2004 - 09.2006
Customer Service Representative
Corporate Express
10.2002 - 10.2003
Customer Service Representative
American Airlines
09.1999 - 04.2001
Master’s - Public Administration
University of Alaska Southeast
Bachelor’s - Business Administration Management
University of Alaska Southeast
Associate of Arts -
University of Alaska Anchorage