Candy Wimberly
Camilla
Summary
Accomplished Revenue Agent 3 at Georgia Department of Revenue, adept in tax compliance and financial forecasting with a knack for problem-solving and maintaining confidentiality. Excelled in enhancing taxpayer compliance and mentoring junior agents, showcasing exceptional interpersonal communication skills. Achieved streamlined process improvements, demonstrating a commitment to efficiency and accuracy.
Overview
11
11
years of professional experience
Work History
Revenue Agent 3
Georgia Department of Revenue
01.2021 - Current
- Demonstrated exceptional attention to detail in reviewing financial records, ensuring accurate determination of taxable income and liabilities for assigned cases.
- Improved taxpayer compliance through communication by mailed letters, digital or phone correspondences or in person visits and providing clear guidance on corrective actions to remind taxpayers of their tax obligations.
- Mentored junior Revenue Agents, fostering a supportive learning environment and promoting professional growth.
- Assisted taxpayers in understanding their obligations under the law, facilitating voluntary compliance with tax regulations.
- Enhanced department efficiency by streamlining processes for case assignments and followups.
- Provided exceptional customer service, promptly addressing taxpayer inquiries and resolving concerns related to their accounts.
- Negotiated payment arrangements with delinquent taxpayers, securing recoveries while maintaining strong relationships with clients.
- Managed a high volume of cases simultaneously, prioritizing tasks effectively to meet deadlines without compromising accuracy or quality of work.
- Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
- Considered alternative means of resolving tax debt issues if taxpayer could not pay
- Furnished taxpayer assistance and information to general public.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
Economic Support Specialist
Division Of Family And Children Services
03.2019 - 12.2020
- Reduced errors in benefit calculations by applying advanced knowledge of federal, state, and local policies and regulations.
- Decreased fraud risk by meticulously verifying applicant information against multiple databases during the eligibility determination process.
- Streamlined application processing for faster approval rates, through efficient document review and verification.
- Delivered exceptional results in meeting program goals related to self-sufficiency, employment placement, and retention for clients served.
- Supported a diverse clientele base, demonstrating cultural sensitivity in all interactions while helping them navigate complex social service systems effectively.
- Safeguarded clients'' sensitive personal data through strict adherence to confidentiality guidelines and secure record-keeping protocols.
- Maximized client satisfaction with timely and accurate responses to inquiries regarding program eligibility and benefits.
- Collected and analyzed personal and financial information to make appropriate determinations.
- Helped clients navigate social services system and access needed resources.
Patient Advocate
Phoebe Putney Memorial Hospital
02.2014 - 03.2019
- Implemented a proactive approach to identify potential financial challenges before they became critical issues, allowing clients time to address these concerns effectively.
- Collaborated with interdisciplinary teams to create comprehensive support plans tailored to each client''s unique needs.
- Served as an empathetic listener during client consultations, building trust and rapport while gathering essential information about their financial struggles.
- Demonstrated a high level of professionalism and integrity when working with clients, always striving to provide the best possible advocacy on their behalf.
- Maintained strict confidentiality regarding sensitive information while providing compassionate guidance for those facing difficult financial situations.
- Assisted in securing financial aid for qualified individuals through diligent research and a thorough understanding of available resources.
- Answered incoming calls, scheduled appointments and filed medical records.
- Verified patient insurance eligibility and entered patient information into system.
- Provided excellent customer service to patients and medical staff.
- Greeted and assisted patients with check-in procedures.
- Followed document protocols to safeguard confidentiality of patient records.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Facilitated communication between patients and various departments and staff.
- Trained new staff on filing, phone etiquette and other office duties.
Education
High School Diploma -
Mitchell-Baker High School
1000 Newton Rd. Camilla, GA. 3173005-2023
Associate of Applied Science - Pharmacy Technician
Albany Technical College
Albany, GA04-2010
Skills
- Data analytics
- Tax compliance
- Financial forecasting
- Confidentiality
- Goal orientation
- Interpersonal communication skills
- Account monitoring
- Account reconciliation
- Account balancing
- Debt management
- Tax law
- Researching
- Detailed documentation
- Customer service
- Problem-solving
- Attention to detail
- Multitasking
- Excellent communication
- Organizational skills
Timeline
Revenue Agent 3
Georgia Department of Revenue
01.2021 - Current
Economic Support Specialist
Division Of Family And Children Services
03.2019 - 12.2020
Patient Advocate
Phoebe Putney Memorial Hospital
02.2014 - 03.2019
High School Diploma -
Mitchell-Baker High School
Associate of Applied Science - Pharmacy Technician
Albany Technical College
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