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Contact Service Representative
I analyze financial account records, resolve discrepancies, and support compliant taxpayer service.
United StatesContact Service Representative at Internal Revenue Service
Research and analyze taxpayer account information across multiple IRS systems to identify collection, filing, payment, and account issues. Apply tax laws and IRS procedures while handling sensitive financial data and communicating resolution options to taxpayers.
Data AnalysisTax LawIRS Procedures and Regulatory ComplianceConfidential Information Handlingproblem resolutionCustomer ServiceExcelDocumentation
Managed records and service information for 200+ clients and caregivers while maintaining accurate, confidential documentation. Created and updated Excel spreadsheets and databases to track data and support reporting needs.
Record keepingExcel
Coordinated event logistics, vendor relationships, schedules, client requirements, and contract-related details from planning through post-event review. Maintained an organized database of vendors, venues, and industry contacts.
Event PlanningVendor ManagementSchedulingDatabase ManagementRecord keepingClient Servicesproblem resolution
Collected deposits, fees, and payments and maintained accurate customer and payment information in organizational databases. Protected confidential personal and payment information while following security and payment-card procedures.
Payment ProcessingDatabase ManagementConfidential Information HandlingCustomer ServiceAppointment SchedulingRecord keeping
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