Summary
Overview
Work History
Education
Skills
Timeline
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Shirley Newton

Saint Louis

Summary

Dynamic Tax Preparer at Intuit Inc, adept at income tax preparation and delivering exceptional customer service. Leveraged strong organization skills to enhance client satisfaction through accurate and timely tax services. Proven ability to manage sensitive information while ensuring compliance with regulations, fostering trust and loyalty among clients. Adept at resolving inquiries, managing sensitive information, and fostering an inclusive environment.

Overview

17
17
years of professional experience

Work History

Tax Preparer

Intuit Inc
01.2022 - 04.2025
  • 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.

Veterans Service Representative

Department of Veterans Affairs
01.2008 - 12.2015
  • Ensured compliance with all applicable laws, regulations, policies while managing sensitive information about veteran''s personal data securely.
  • Maintained up-to-date knowledge of federal regulations, policies, and procedures related to veteran benefits administration.
  • Managed caseloads effectively by prioritizing tasks based on deadlines and complexity levels for optimal results.

Education

Master of Arts - Business Administration And Computer Resource Mgt

Webster University
St. Louis, MO

Bachelor of Science - Business Management

Tarkio College
St Louis, MO

Skills

  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Verbal/written communication

Timeline

Tax Preparer

Intuit Inc
01.2022 - 04.2025

Veterans Service Representative

Department of Veterans Affairs
01.2008 - 12.2015

Master of Arts - Business Administration And Computer Resource Mgt

Webster University

Bachelor of Science - Business Management

Tarkio College
Shirley Newton