Amy Holley
Bainbridge
Summary
A position dealing with or being able to help people is my passion. Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as professional.
Overview
12
12
years of professional experience
Work History
PL 3
Intuit Turbo Tax
Mountain View
12.2025 - Current
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assessed customer needs quickly to provide timely assistance.
- Addressed customer requests and provided information to enhance satisfaction.
- Executed daily tasks with accuracy and efficiency to support overall operations.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
PL 2
Intuit Turbo Tax
Mountain View
01.2025 - 04.2025
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Performed in-depth research and data analysis to guide strategic planning and decision-making.
- Assessed customer needs during interactions to provide tailored support.
- Resolved customer inquiries and provided information to enhance overall satisfaction.
- Completed daily responsibilities with accuracy and thoroughness.
Office Manager
Jackson Hewitt
01.2015 - 01.2019
- Managed office operations and organized filing systems to enhance accessibility and efficiency.
- Coordinated staff and client schedules to optimize workflow and improve service delivery.
- Communicated effectively with clients regarding their tax-related inquiries.
- Prepared documents for tax preparation services to ensure accuracy and compliance.
- Maintained compliance with company policies and regulatory requirements.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Documented five completed seasons for project review.
Marketer
The Kingdom Group
01.2014 - 11.2014
- Developed targeted marketing campaigns for diverse consumer segments.
- Conducted market research to identify emerging trends and customer preferences, informing strategic marketing decisions.
- Analyzed competitor strategies to identify competitive advantages, shaping marketing tactics and positioning.
- Collaborated with sales teams to align marketing strategies and sales goals.
- Managed customer databases to track interactions and enhance follow-up processes, improving customer engagement.
Tax Professional
Jackson Hewitt
01.2014 - 04.2014
- Prepared tax returns for individual and business clients.
- Completed tax returns for clients, ensuring compliance with tax regulations and minimizing audit risks.
- Reviewed client documents for accuracy and completeness.
- Assisted clients with tax-related inquiries and concerns, providing clear guidance to enhance their understanding of tax obligations.
- Resolved disputes with the Internal Revenue Service, facilitating timely resolutions and client peace of mind.
- Answer customer questions, and complete various tax forms
Education
MBA -
Kaplan University
Davenport, IA01-2015
BBA -
GSW
Americus, GA01-2013
Business Administration Degree -
Bainbridge College
Bainbridge, GA01-2009
Administrative Office Technology Degree -
Bainbridge College
Bainbridge, GA05-2008
Office Accounting Specialist -
Bainbridge College
Bainbridge, GA01-2007
Skills
- Data analysis
- Financial analysis
- Market research
- Project coordination
- Customer service
- Problem resolution
- Research skills
- Effective communication
- Attention to detail
- Time management
- Presentation skills
- Telephone skills
- Relationship building
Timeline
PL 3
Intuit Turbo Tax
12.2025 - Current
PL 2
Intuit Turbo Tax
01.2025 - 04.2025
Office Manager
Jackson Hewitt
01.2015 - 01.2019
Marketer
The Kingdom Group
01.2014 - 11.2014
Tax Professional
Jackson Hewitt
01.2014 - 04.2014
MBA -
Kaplan University
BBA -
GSW
Business Administration Degree -
Bainbridge College
Administrative Office Technology Degree -
Bainbridge College
Office Accounting Specialist -
Bainbridge College