Lori Phillips

• Assist with oversight of the Division consisting of 5 branches (3 branches involved with mineral taxes, 2 branches involved with Geographic Information Systems (GIS) property tax mapping processes and local support and training for the KY Property Valuation Administrator offices
• Keep communication open with employees by conducting management meetings in person or virtually as needed
• Point of contact for Property Tax information for the Revenue accounting program, DORIS
• Support the Executive Director and Director by reviewing management, personnel and statutory issues as needed
• Assist with the office move from 4th floor to 10th floor during 2025; conducted a large purge of old documents reducing 46 filing cabinets to 23 and counting
• Prepare documents or presentations for meetings as needed by other management, offices or agencies
• Ongoing Manager training, especially in the Natural Resources Property Tax Branch; stepped in 2 separate times to fill in as "manager" for Natural Resources Property Tax Branch in order to keep work flow going when managers resigned
• Manager support for 3 branches by completing following tasks: serve as contact and filler of the 3rd Party Purchaser requests, open records requests, and court orders; also serve as liaison between COT and all the county Property Valuation Administrators for the Commonwealth, have assisted in streamlining the process to decrease wait time by 45% and track all 3 agencies involved in process
• Ensure Division conformity to regulations and policies; reviewing the retention schedules for our branches, which includes the cataloging, retaining and preservation of historic mine and property maps of KY.
• Functioned as the "acting" Director of the Division 2017-2020.
• Participate in the PVA, or other agency conferences as needed, presenting at workshops and round tables.
• Reason For Leaving : NA

Building on the work experience led into a stronger management experience which included the following:

• Supervise employees, assigning tasks to facilitate the workflow in severance tax branch
• Approve several processes bi-monthly including time sheets, refunds
• Conduct Branch meetings, ensure employees are current with policy changes and that the communication lines are open
• Write reports for business needs and for personnel issues, participated at the Personnel Board to testify 3 times on behalf of our Division; experienced in documenting behavior incidents, fact-finding conferences, calmly negotiating and confronting a difficult employee, while keeping the work-flow going as smoothly as possible for the branch and the office
• Yearly review of House and Senate bills and advising other management of various issues related to policy changes.
• Work with identifying system issues on an ongoing basis and seek to get them corrected by COT; resolved the mining map receipt issue and retention of maps as required for historical preservation and records retention
• Assist in inventory of our mapping and office equipment and the ongoing inventory and retention of maps that are required to be permanently retained. Involved in legal meetings with companies to negotiate and resolve protested issues.
• Reason For Leaving : Promotion within the same Division

Along with previous experience, added the following experience:

• Coordinate the administrative functions of the coal and other minerals severance tax program, organizing the 2 separate mineral areas to function as one branch
• Develop proposals and operational plans within assigned area
• Supervisory duties of 2 employees to keep things flowing smoothly between the 2 severance sections
• Assist others in Revenue as necessary with understanding coal and other minerals severance tax and the processing and billing system, ensure the severance billing is accurate and meeting DOR requirements
• Review data, records and legal reports as needed; provide reports of data to management and other agencies on a regular basis
• Continue in advisory position to management of Property Valuation, legal department, audit and other outside agencies
• Participate on interview panels and process the paperwork for the hiring process
• Verified accuracy of program laws and compliance with statutes and regulations
• Reason For Leaving : Promotion within the same Division

In addition to previous, the following experience was added:

• Coordinate the administrative functions of the coal and other minerals severance tax program
• Advise the management staff in Property Valuation, legal staff and other management on legal and administrative issues
• Implement the resolutions of the severance tax program and resolve issues related to that
• Assist and train co-workers with CAR system
• Complete Train the Trainer to train and assist several offices in DOR with the Coal Tax System (CTS)
• Continue extensive involvement in the computer program development, actively assisting in conversion decision process, program requirements and then testing of the product to report defects
• Coordinate the severance program to function with other offices as their needs change, helping to plan and organize to make sure that the preparation and processing of mineral and coal taxes were meeting the policies and requirements
• Reason For Leaving : Re-class within the same Division

After starting work in the Division in 2002 as an Administrative Specialist i and promoted to Revenue Program Officer, added to the experience in the following ways:

• Develop communication skills by conferencing with taxpayers to answer questions, resolve issues, explain adjustments, delinquencies, outstanding tax liabilities and billing
• Expand knowledge by explaining tax laws, procedures, policies, filing and registration requirements through conference, by phone or in writing
• Excel in time management by processing tax returns monthly on a tight schedule, allocating receipts using Alpha 1, Viking and billing and account research using CAR (Sessions) and the additional web-based resources
• Understand the value of teamwork by representing the Division on a Revenue-wide computer program development project while completing regular duties; attend meetings of policy and design from the beginning of the project. later named CTS or Coal Tax System
• Read and interpret reports, data; produce data reports on a monthly basis
• Reason For Leaving : Re-class within the same Division