Tatum Helwig
Stuart
Summary
Senior Tax Accountant and Finance Operations Manager with over six years of progressive experience in tax preparation, financial planning support, executive assistance, and client relationship management within a high-net-worth financial services environment. Proven ability to manage complex tax and estate-related documentation, oversee finance department operations, and serve as the primary liaison for multimillion-dollar clients. Trusted advisor to executive leadership with exceptional discretion, organizational acumen, and client-facing expertise.
Overview
9
9
years of professional experience
Work History
Tax Accountant & Finance Department Manager
Bridge Financial
01.2019 - Current
- Served as Tax Accountant and Finance Department Manager, directly supporting the CEO and overseeing daily financial operations.
- Prepared, reviewed, and filed individual tax returns with a focus on accuracy, compliance, and strategic tax efficiency.
- Managed all financial planning documentation from initiation through account opening and funding, ensuring regulatory compliance and timely execution.
- Acted as primary and exclusive executive assistant to the CEO, managing confidential communications, scheduling, and high-level administrative functions.
- Led client relationship management for the firm’s highest-value, multimillion-dollar financial planning clients, serving as their main point of contact.
- Coordinated estate-adjacent financial documentation, account transfers, beneficiary records, and follow-up correspondence.
- Oversaw hiring, termination, employee scheduling, and internal administrative processes.
- Maintained ongoing communication with clients to address complex financial, tax, and planning inquiries with professionalism and discretion.
- Collaborated closely with executive leadership to streamline workflows, improve client experience, and enhance operational efficiency.
Bartender
Pierced Ciderworks
05.2019 - 11.2019
- Delivered customer service excellence, trained staff, and managed opening and closing operations.
Veterinary Technician / Receptionist
VCA Animal Hospital
09.2016 - 01.2018
- Provided administrative and client-facing support, managed records, scheduled appointments, and maintained accurate documentation in a fast-paced environment.
Education
Bachelor of Applied Science - Organizational Management
Indian River State College
Skills
- Individual & Estate-Adjacent Tax Preparation
- High-Net-Worth Client Relations
- Financial Planning Documentation
- Executive & Administrative Support
- Regulatory Compliance & Recordkeeping
- Confidential Data Management
- Process Improvement & Operations Management
- Microsoft Office Suite
- Tax advisory services
- Federal and state tax returns
- Verbal and written communication
Websites
Timeline
Bartender
Pierced Ciderworks
05.2019 - 11.2019
Tax Accountant & Finance Department Manager
Bridge Financial
01.2019 - Current
Veterinary Technician / Receptionist
VCA Animal Hospital
09.2016 - 01.2018
Bachelor of Applied Science - Organizational Management
Indian River State College