Bonnie Updike
Chattaroy
Summary
Friendly and organized, possessing solid grasp of fundamental accounting principles and strong numerical aptitude. Proficient in managing financial records and preparing accurate reports, with competency in using accounting software. Dedicated to ensuring precise financial tracking and contributing to overall efficiency of organization.
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Tax Preparer Assistant
Priority Tax Relief
02.2025 - 05.2025
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Assisted senior tax preparers in completing complex returns, ensuring compliance with all regulations.
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Improved overall office efficiency by maintaining digital client records and updating tax software regularly.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business.
- Conducted thorough research on unfamiliar tax situations to ensure proper treatment within client returns.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
Training Manager
Aspire
01.2024 - 01.2025
- Alternated training methods to diversify instruction, strengthen learning opportunities, and enhance program success.
- Developed and implemented comprehensive training program to increase employee productivity and morale.
- Monitored and evaluated training performance to determine quality and cohesiveness.
- Trained new hires to perform cross-training exercises with experienced workers.
- Established a culture of continuous learning, promoting professional development opportunities for all employees across the organization.
- Collaborated with other departments to align training programs with organizational goals and objectives.
Wine Manager
Turtle Rock Ridge Vineyard & Winery
08.2023 - 12.2023
- Trained service staff on wines, spirits and cocktails to maximize revenue and maintain stellar reputation for service.
- Managed cellar and beverage storage maintenance to prevent inventory spoilage.
- Handled questions and concerns skillfully and redirected customers toward higher profit items to increase per-ticket revenue.
- Set up wine tastings to bring in business and promote special offerings.
- Implemented new promotional strategies, dramatically increasing business.
- Assisted customers in selecting wines based on personal taste, budget, and occasion requirements, contributing to higher customer satisfaction rates.
- Improved average wine and alcohol spend per guest through curation, service training, and hands-on hospitality.
Education
No Degree - Business Management
Cuyamaca College
El Cajon, CASkills
- Deadline oriented
- Data entry proficiency
- Tax research
- Tax software mastery
- Client confidentiality
- Tax law
- Tax-related research
- Relationship building
- Client communication
- Local, state, and federal tax returns
- Verbal/written communication
- Legal research
- Tax return preparation
Certification
- Certified Tax Preparer
- Certified QBO
Timeline
Tax Preparer Assistant
Priority Tax Relief
02.2025 - 05.2025
Training Manager
Aspire
01.2024 - 01.2025
Wine Manager
Turtle Rock Ridge Vineyard & Winery
08.2023 - 12.2023
No Degree - Business Management
Cuyamaca College
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