Remote Email & Customer Support Specialist

Herlean C. Younce

Telephone: 513-***-**** e-mail: ***********@*****.***

I am a US citizen. English is my native language. I am proficient in utilizing Microsoft Office Suite: Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Outlook. I have a strong Internet connection at home. WiFi is easily accessible. I have a quiet, secure workspace at home. I am experienced at working remotely. I have done so for several years without incident. I am an experienced planner & calendar user. My Filofax is a constant companion.

June 2026 – present Fed Ex – Package Handler, Cincinnati, OH

This position involves handling packages of various sizes as they arrive and are unloaded from semi trucks for sorting and transport, and finally delivery to your home or business by the drivers. As packages of different sizes arrive at the warehouse, I collect them, scan them, label and sort them. Then, I add them to a conveyor belt and send them to their next stop in processing.

August 2001 – April 2026 U.S. Federal Government, Department of the Treasury

Cincinnati, OH

GS-12 Internal Revenue Agent

Duties, Accomplishments and Related Skills:

Provided technical assistance and information to taxpayers, explaining complex tax concepts clearly.

Managed inquiries related to tax-exempt bonds and unrelated business income tax.

Utilized Microsoft Office Suite to prepare documents and presentations related to tax compliance.

Returned to work on tax-exempt applications, ensuring thorough processing from initial review to final determination.

Auto Revocation Cases - I review the applications for all types of organizations. I utilize the new Streamline Procedures in order to process taxpayer applications in a more efficient and less time consuming manner. More cases can be closed effectively using the Streamline Procedures for several cases, rather than Full Development of every case. This process is intended to completely process a greater number of cases in a shorter time frame. This helps the taxpayer receive a determination of tax-exempt status in less time than it takes to completely work a full development case.

I examine & process Forms 1023, 1024, 1026 and 8940 (Application for Recognition of Exemption). I review the applications for tax-exempt status and determine eligibility for exemption for organizations with complex issues involved. These applications are reviewed to ensure technical requirements are met as well as compliance with the Code section under which the organization is requesting exemption. Potential issues that may impact exemption are identified such as private benefit/ inurement issues, unrelated business activities, and issues specific to advance approval of grant applications 4945(g) and churches.

I communicate verbally and in writing with officers of applicant organizations, CPA's, and attorneys to discuss case issues to ensure proper determination of the facts of the case is established. In situations where issues are sensitive or controversial, tact and skillful communication are required. I prepare Information Request letters and determination letters. I conduct detailed research and analysis to establish proper interpretation and application of tax law for cases that are similar to precedent cases. This research includes review of relevant court cases and CPE articles in addition to reviewing the Code, Revenue Rulings, Regulations, GCM and the IRM. I provide technical assistance to tax specialists.

I review Advanced Processing cases and I compose letters to request additional information; review responses received in conjunction with agents contact with taxpayers and determine if all information is present, then closing the case or taking the steps to secure additional information. I prepare written business summaries for cases that meet the requirements for tax exemption. I communicate with EO Technical and legal counsel on complex issues such as Private Benefit, Inurement, for-profit relationships and complex legal documents, such as appraisals. I independently review and develop highly sensitive and complex applications and requests on Forms 1023 (Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code), Forms 1024 (Application for Recognition of Exemption Under Section 501(a)), and Forms 8940 (Request for Miscellaneous Determination).

Additionally, I consistently and accurately interpret and apply the Internal Revenue Code, Federal Tax Regulations, Revenue Rulings, Revenue Procedures, IRMs, Court Cases and all other tax laws, to execute reasoning and conclusion of my determinations for exemption from Federal Income Tax or Miscellaneous request.

I am highly knowledgeable researching on IRS systems (i.e. IDRS, TEDS, EDS), Internet, West Law, Knowledge Management.) I am proficient in using Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint and Teams.

I consistently assist Co-workers on a daily based answering questions on applications/Forms listed above and reading research such as IDRS. I am knowledgeable in managing my inventory based on importance and directives.

While in group 7822 new processes were put in place for MEDS/TEDS conversions. I took the initiative to learn the new procedures for the agents to allow me to assist other agents and clerical staff where needed. I resolve issues at the lowest level, I made decisions on technical and procedural issues to keep process running smoothly.

I monitored updates to our processes, letters, IRMs and presented reports on the various updates each month at our Group Meetings. I have been a Revenue Agent for more than 25 years. For five years, I worked with the R Mail Unit. Immediately prior, I was in Accelerated Processing, utilizing TEDS. TEDS is the new computer system used by agents in processing tax-exempt applications and reviewing applications. I maintain my ability to communicate professionally with taxpayers, their representatives, co-workers and management in a pleasant and courteous manner. I effectively convey thought and ideas orally in individual and group settings.

•Worked on a special assignment with the Accelerated Processing (AP) Group – processing cases in a more efficient and expedient manner. I volunteered for and was selected for this assignment. I have given numerous presentations to the group covering a variety of topics during our monthly group meetings, for both groups. I have also discussed varying aspects of taxpayer applications with the group to bring to light aspects of the case and provide teaching opportunities. I provide technical support to other agents and tax specialists

Once the assignment in R Mail was completed, I returned to working on Tax Exempt applications; Form 1023, Form 1024, Amendments, Automatic Revocation and others. Each case is fully worked by me, from initial review through final determination of tax-exempt status of the applicant organization. This includes explaining tax law, telephone conversations, composition of Information Request letters, Follow Up letters and finally, case closure. Use of TEDS, EDS, IDRS and ESAM are all utilized in the process.

May 1989 – August 2001 U.S. Federal Government, Department of Defense

Wright-Patterson AFB, Ohio

GS-05 Procurement Technician

Duties, Accomplishments and Related Skills:

I performed research of contract law and reviewed contractor proposals. I prepared documents utilizing Microsoft Word, Excel and PowerPoint software. I prepared and presented presentations prepared with PowerPoint software. I prepared and taught training to procurement technicians, contract negotiators and project engineers, both military and civilian. I prepared time cards accurately and timely. I supported five to thirty contract negotiators by preparing documentation, conducting internet research, communicating verbally and in writing with Project Engineers, various contractors, military counterparts and others. I prepared travel orders and I prepared supply requests. I prepared training requests. I prepared and completed FOIA (Freedom of Information Act) requests in a timely and accurate manner. I answered written requests and verbal requests from Project Engineers, contractors and contract negotiators. I managed the office and calendar for my immediate supervisor and his/her acting manager as needed. I filled in for the Director’s secretary as assigned and completed her duties in her absence.

Education

• Central Michigan University, Mount Pleasant, MI

Master of Science Degree, Information Resource Management, graduated

Relevant Coursework, Licenses and Certifications: Management - 36 semester hours

• Park University, Parkville, MO

Bachelor of Science degree, Accounting & Management, graduated

Relevant Coursework, Licenses and Certifications: Accounting, Management, Auditing, Law

Additional Information: I developed, approved and denied cases that have highly sensitive issues in relations to internal issues, for-profit relationship, LLC, private benefit/inurement, 509(a)(3) types I, II, & III, partnerships and/or joint venture issues, and potential terrorism. These type of cases require an in depth knowledge and understanding of the tax law. Additionally, require interaction with more sophisticated organizations, attorneys, accountants and individuals. I successfully denied organizations tax exempt status, such as credit counseling, schemes, foreign organizations, foreign activities, conduits, trust, and private benefit/inurement.

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