Frank Monteleone
Summary
Dynamic Tax Prep Assistant at Intuit with a proven track record of enhancing client satisfaction and exceeding expectations. Recognized with the 2024 INTUIT Stronger Together Award, I excel in effective client communication and ensure privacy while mentoring new team members. Skilled in accurate tax preparation and project collaboration, I foster long-term client relationships.
Overview
3
3
years of professional experience
Work History
Tax Prep Assistant
Intuit
12.2024 - Current
- Passed Intuit Tax Academy Exam.
- Participated in project work for different Managers.
- Handled high volume of incoming calls.
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Collaborated with fellow team members to address and resolve any discrepancies in client tax documents.
- Contributed to building long-term client relationships through excellent customer service and consistent follow-up communications.
- Developed a comprehensive understanding of various forms, schedules, and filing requirements as part of ongoing professional development efforts within the role of Tax Prep Assistant.
Tax Prep Assistant
Intuit
12.2023 - 08.2024
- Handled high volume of incoming calls.
- Exceeded Expectations for end of season ratings.
- Won THE 2024 STRONGER TOGETHER AWARD
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Participated in numerous projects for different Managers.
- Helped new Tax Prep Assistants
- Maintained a high level of confidentiality when handling sensitive financial information for clients.
Tax Prep Assistant
Intuit
12.2022 - 05.2023
- Handled high volume of incoming calls.
- Exceeded Expectations for end of season ratings
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Did project work for different Managers.
- Participated in Roundtables with upper Management.
- Helped other Tax Prep Assistants.
Tax Prep Assistant
Intuit
12.2021 - 04.2022
- Handled high volume of calls.
- Exceeded Expectations for end of season ratings
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Did special project work for different Managers.
Education
No Degree - Pre Med
Pasadena City College
Pasadena, CA07-1969
High School Diploma -
Temple City High School
Temple City, Ca06-1967
Skills
- Effective Client Communication
- Ensuring Client Privacy
- Collaborative Relationship Management
- Effective Listening
- People management
- Coaching and mentoring
2024 Intuit Stronger Together Award.
Intuit's values honor our history and who we are, and continue to guide us in delivering on our strategy and mission of powering prosperity around the world. One of Intuit's values is Stronger Together, which was epitomized in the work and life of our deceased TurboTax colleagues. In their honor, we wish to acknowledge our fellow Intuit colleagues who work diligently to encourage, motivate and mentor one another to be better and stronger together.
Timeline
Tax Prep Assistant
Intuit
12.2024 - Current
Tax Prep Assistant
Intuit
12.2023 - 08.2024
Tax Prep Assistant
Intuit
12.2022 - 05.2023
Tax Prep Assistant
Intuit
12.2021 - 04.2022
No Degree - Pre Med
Pasadena City College
High School Diploma -
Temple City High School
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