Marie Foster
Versailles
Summary
Resourceful specialist with a strong background in problem-solving, data analysis, and customer service. Skilled at adapting to new technologies and processes to achieve desired outcomes. Demonstrated ability to effectively manage multiple projects and deliver innovative solutions that drive success.
Overview
40
40
years of professional experience
Work History
Taxpayer Specialist III-Governmental Programs Section
Department of Revenue
05.2024 - Current
- Educating and advising taxpayers of tax liabilities/responsibilities, filing deadlines, payments obligations as outlined by state tax laws, and department policies and procedures
- Using departmental resources and applications to provide an accurate and in-depth examination of tax returns
- Enhanced customer satisfaction with timely and accurate issue resolution.
- Collected, arranged, and input information into database system.
Taxpayer Service Specialist III-Compliance
Department of Revenue
02.2015 - 05.2024
- Performs complex audits of individual income tax returns for accuracy in compliance with Kentucky tax law and regulations.
- Provide assistance to taxpayers/ representatives by telephone and /or correspondence.
- Issue refunds, Journal vouchers and maintenance bills.
- Assist co-workers with complex cases and perform inner department training
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues.
Taxpayer Specialist II-Compliance
Department of Revenue
02.2015 - 05.2024
- Review current and prior income tax returns for accuracy according to Kentucky state tax law and regulations.
- Provide assistance to taxpayers/ representatives by telephone and /or correspondence.
- Issue manual refunds, create journal vouchers, maintenance bills and process estimated tax payments.
- Help co-workers with complex cases.
- Move between computer screens to quickly find information to answer taxpayer's questions.
- Maintain computerized records for monthly accountability and any other necessary daily/monthly records
- Reason For Leaving : transferred areas
Taxpayer Specialist I-Compliance
Department of Revenue
02.2015 - 05.2024
- Perform examinations of individual income taxes for accuracy and compliance with Kentucky tax laws and regulations
- Perform examinations of Corporate K-1's and bill Individuals for failure to file a personal tax return.
- Assist co-workers with processing questions.
- Reason For Leaving : transferred areas
Taxpayer Specialist I-Compliance
Department of Revenue
07.2012 - 02.2015
- Initiate Jeopardy assessments, refunds, journal voucher
- Performed reviews on state and federal date to determine the taxability of items and legality of deductions claimed and make the necessary adjustments.
- Provide assistance to taxpayers and representatives with case resolution
- Research complex tax laws, regulations, policies, etc., and reach taxability of specific items or categories of items based on an analysis of the research and the pertinent facts of a case
- Maintain monthly reports
- Prepare responses to taxpayers concerning tax assessments and explain the pertinent law, regulations(s) and policy which caused the adjustment action
- Provide verbal and written responses to technical questions regarding the interpretation of tax laws and regulations
- Attend continuing education classes and kept abreast on tax laws and changes
- Performed special assignments when necessary
- Reason For Leaving : reclassed
Revenue Program Officer-Compliance
Department of Revenue
08.2009 - 07.2012
- Perform examinations of individual income taxes for accuracy and compliance with Kentucky tax laws and regulations Initiate refunds, journal voucher, assessments and make any necessary adjustments required. Determine the taxability of items and legality of deductions claimed.
- Research complex tax laws, regulations, policies, etc., and reach taxability of specific items or categories of items based on an analysis of the research and the pertinent facts of a case.
- Reason For Leaving : reclassed
Office Manager
JPG Rental & Storage
03.2005 - 07.2009
- Managed a residential and commercial rental property.
- Performed managed duties for a on site storage facility.
- Took application for rental properly, organized repairs, inspections and handled all leasing for the residential and commercial property.
- Processed storage rental leases.
- Filed court documents for evictions and action of storage unit contents.
- Invoiced and collected rent.
- Organized property leasing, showings and inspections.
- Assisted in the coordinating of construction projects, performed negotiation of contracts for commodities and services as well as monitor the performance of subcontractors and vendors.
- Initiate bids for proposal of construction projects
- Handle Accounts Receivable/Accounts Payable
- Hire/trained office personal.
- Performed payroll duties
- Processed delinquent accounts and attended court hearings.
- Handled all office actives including answering phones and dealing with the general public.
- Reason For Leaving : found a better job
Housing Case Manager
Bluegrass Community Action Agency
02.2003 - 02.2005
- Administered the rental assistance program for the Kentucky Housings rental assistance program for the Woodford County area
- Initiated and performed client briefings entering the program Initiated and performed monthly home inspections.
- Enforced housing quality standards set by Kentucky Housing. Corresponded and maintained a ongoing line of communication between the Woodford County office and Kentucky Housing.
- Administered duties and over seen office personal duties.
- Assisted with placement of families in applicable housing Maintained and performed client recertification
- Attended continuing education classes and kept abreast on Kentucky Housing regulation
- Served as mediator with property owners.
- Performed all assigned duties including all general administrative duties including handling phone calls, filing, faxing, coping and emailing. Most duties were performed in a office setting.
- Reason For Leaving : office closed-lost contract
Store Clerk & Screen printer
Katz Sportswear
01.2000 - 01.2002
- Assisted in managing a screen print shop.
- Performed screen printing duties
- Handled running of Screenprinting appeal shop
- Performed quality control on vendor orders
- Processed custom orders
- Coordinated job performance and duties of shop personal
- Trained shop personal
- Ordered inventory
- Made independent sale calls on local schools and business
- Performed all general duties such as cleaning of equipment and shop work area
- Answered phone
- Reason For Leaving : found a better job
Store Clerk
Lawrenceburg Candle Shop
01.1998 - 01.1999
- Assisted in the performance of maintaining a retail novelty shop
- Assisted and greeted customers
- Ordered store merchandise
- Priced and organized merchandise
- Cleaned store front
- Answered phone calls
- Reason For Leaving : found better paying job
General labor
Rand McNally now
04.1995 - 01.1998
- Performed duties on book assembly lines
- Responsible for quality control and distribution of customer orders.
- Distributed labels to operating lines for processing.
- Coordinated work orders with distribution areas
- Handled phone calls
- Performed all general duties required
- Reason For Leaving : Found a better job
Provider Service Rep
EDS Corporation
07.1995 - 12.1995
- Answered phone in a provider service area from doctors' offices and other healthcare facilities checking on Medicare and Medicaid claims submitted for payment for services rendered.
- Maintained a team member relationship with co-workers.
- Performed and managed research on denied benefits.
- Sorted and distributed incoming correspondence
- Performed duties in pulling micro images of claims for analysis pertinent to case research.
- Performed all general duties required in the performance of a provider service representative.
- Reason For Leaving : lost state contract
Adjustments Clerk
EDS CORPORATION
02.1992 - 06.1994
- Answered phone calls from medical offices calling to check on claims.
- Performed duties to make necessary adjustments to Medicare/Medicaid health benefit claims submitted for the processing of Medicare payments.
- Issued payments
- Researched rejected claims
- Made corrections to error claims so claims would process
- Worked reports with denied claims including pulling of those claims and making the necessary changes to ensure the proper handling of health codes for proper payment for services provided to clients.
- Handled phone calls from Medicaid providers and health care agents
- Maintained production reports.
- Reason For Leaving : transferred postions
ASSISTANT SUPERVISOR/MAIL CLERK
EDS
02.1987 - 06.1990
- Assisted in the performance of a mailroom and staff 15
- Responsible for coordinating and assigning daily duties of to staff.
- Performed quality control and checked for accuracy of work performed.
- Open, sort, batch and logged correspondence from Medicare/Medicaid providers.
- Maintained check reports. Worked error reports. Setup mail outs of the Medicaid/Medicare benefit checks with payment statements. Reviewed timecards for accuracy.
- Operated mailroom equipment including running the postage machine and the microfilm camera.
- Made service calls on equipment and ordered supplies.
- All general duties including the handling phone calls and distribution of batch work to the keying areas for processing.
- Reason For Leaving : had a baby and stayed home for the first years.
MAIL CLERK
EDS
12.1985 - 02.1987
- Opened, sorted and prepped health benefit claims for Medicare/Medicate participants.
- Operated microfilm equipment which involved cleaning the equipment and changing out film of the photos
- Maintained production reports.
- Sorted and stuffed monthly statement that listed claims including check payments.
- Worked errored return reports and resolve issues causing claims to deny.
- Answered phones and spoke with medical providers concerning claims and payments.
- Reason For Leaving : changed positions
Education
High school / GED - n/a
Woodford County High School
01.1984
Skills
- Proficient in customer support
- Team leadership
- Prioritization and scheduling
- Effective communication
- Strong organizational skills
- Proficient in software applications
- Effective writing skills
- Experienced in data management with Excel and document creation in Word
- Multitasking proficiency
- Strong focus on accuracy
Timeline
Taxpayer Specialist III-Governmental Programs Section
Department of Revenue
05.2024 - Current
Taxpayer Service Specialist III-Compliance
Department of Revenue
02.2015 - 05.2024
Taxpayer Specialist II-Compliance
Department of Revenue
02.2015 - 05.2024
Taxpayer Specialist I-Compliance
Department of Revenue
02.2015 - 05.2024
Taxpayer Specialist I-Compliance
Department of Revenue
07.2012 - 02.2015
Revenue Program Officer-Compliance
Department of Revenue
08.2009 - 07.2012
Office Manager
JPG Rental & Storage
03.2005 - 07.2009
Housing Case Manager
Bluegrass Community Action Agency
02.2003 - 02.2005
Store Clerk & Screen printer
Katz Sportswear
01.2000 - 01.2002
Store Clerk
Lawrenceburg Candle Shop
01.1998 - 01.1999
Provider Service Rep
EDS Corporation
07.1995 - 12.1995
General labor
Rand McNally now
04.1995 - 01.1998
Adjustments Clerk
EDS CORPORATION
02.1992 - 06.1994
ASSISTANT SUPERVISOR/MAIL CLERK
EDS
02.1987 - 06.1990
MAIL CLERK
EDS
12.1985 - 02.1987
High school / GED - n/a
Woodford County High School
Similar Profiles
JOELLE QUIGLEYJOELLE QUIGLEY
Primary Enforcement Worker at Department of RevenuePrimary Enforcement Worker at Department of Revenue
Destiny MizellDestiny Mizell
Lead Customer Service Rep - Supervisory Business at Department of RevenueLead Customer Service Rep - Supervisory Business at Department of Revenue
DELAURENCE SimpsonDELAURENCE Simpson
Tax Information Specialist at Department of RevenueTax Information Specialist at Department of Revenue
Brayden OrbersonBrayden Orberson
Firefighter at Versailles Fire DepartmentFirefighter at Versailles Fire Department
Lance McginnisLance Mcginnis
Highway Maintenance Worker at IDOTHighway Maintenance Worker at IDOT