Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Michelle Trowbridge

Michelle Trowbridge

Kingston,ON

Summary

Adept Tax Preparer and Personal Support Worker with a proven track record at RS TAX, where I enhanced client satisfaction through meticulous income tax preparation and exceptional client communication. Leveraged organization skills and tax-related research to exceed deadlines, achieving a notable increase in client trust and loyalty.

Overview

23
23
years of professional experience

Work History

Tax Preparer

RS TAX
02.2013 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
  • Contacted CRA or other relevant government organizations on behalf of client to address issues related to tax self-preparation.

Personal Support Worker

All Care Health Services
05.2001 - 08.2004
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Assisted clients with daily living activities, promoting independence and wellbeing.
  • Assisted clients in maintaining personal hygiene through bathing, grooming, and dressing tasks.
  • Maintained accurate records of patient care, progress, and concerns, contributing to effective communication among healthcare team members.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
  • Monitored patient health status regularly, reporting any changes to the appropriate medical staff.
  • Developed trust-based relationships with clients through active listening and empathetic communication skills.
  • Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
  • Assisted with dressing guidance, grooming, meal preparation, and medication reminders.

Education

High School Diploma -

Limestone District
Kingston
06.2001

No Degree - Personal Support Worker

Loyalist Collegiate And Vocational Institute
Kingston, ON
09.2000

Skills

  • Organization skills
  • Document Preparation
  • Income Tax Preparation
  • Provincial and federal tax returns
  • Client Communication
  • Data inputting
  • Verbal/written communication
  • Tax-related research

Accomplishments

  • Worked with clients to prepare individual tax, gift tax and estate tax returns.
  • Completed more than 2000 individual tax returns during 2023's tax season.

Languages

English
Full Professional

Timeline

Tax Preparer

RS TAX
02.2013 - Current

Personal Support Worker

All Care Health Services
05.2001 - 08.2004

High School Diploma -

Limestone District

No Degree - Personal Support Worker

Loyalist Collegiate And Vocational Institute

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Michelle Trowbridge