Summary
Overview
Work History
Education
Skills
Timeline
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Catherine Linton

Summary

Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 23 years' experience in accounting and tax preparation.

Overview

18
18
years of professional experience

Work History

Relationship Manager

VMG Financial
01.2020 - Current
  • Enhanced customer satisfaction by addressing and resolving customer queries, concerns, and complaints in a timely manner.
  • Developed long-term relationships with customers through personalized interactions, ensuring loyalty and repeat business.
  • Streamlined communication between departments for better understanding of customer needs and quicker problem resolution.
  • Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Assisted in resolving complex tax issues, strengthening client relationships and building trust.

Office Manager/Accountant

Lucille Adgate, CPA
01.2006 - 01.2020
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Ran payroll biweekly.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Established team priorities, maintained schedules and monitored performance.

Education

Anacortes High School
Anacortes, WA

Skills

  • Tax Code Proficiency
  • Quickbooks Proficiency
  • CRM Proficiency
  • UltraTax, ATX Tax, Ultimate Tax programs
  • Customer Relationships
  • New Business Generation
  • Customer Service
  • Account Management
  • Client Acquisition

Timeline

Relationship Manager

VMG Financial
01.2020 - Current

Office Manager/Accountant

Lucille Adgate, CPA
01.2006 - 01.2020

Anacortes High School

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Catherine Linton