Summary
Overview
Work History
Education
Skills
Certification
Enrolled Agent
Timeline
Generic

John Newton

Soquel,CA

Summary

High-performing Tax Preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all confidential paperwork for tax preparation. Excellent with Client retention, satisfaction and attracting new customers. Enjoy educating and mentoring Tax Professionals.

Overview

43
43
years of professional experience
1
1
Certification

Work History

Tax Preparer

H & R Block
01.2000 - Current
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed between 300 to 500 returns annually.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Assessed client tax situations to determine best filing options.

Instructor

H & R Block
01.2000 - Current
  • Tracked student progress, frequently checking in with struggling students and identifying root causes of problems.
  • Taught one to three classes during Fall with 20 to 40 students per class. Each class was approximately 80 semester hours. The class met minimum requirement to prepare taxes professionally in California.
  • Improved student performance by defining clear goals and communicating performance metrics.
  • Promoted classroom safety, collaboration and best practices.
  • Increased student participation via engaging lectures and assignments.
  • Mentored students in achieving their goals of employment as a Tax Preparer.

Nutrition Associate

Sutter Maternity & Surgery Center
09.1998 - 01.2005
  • Assisted with preparation and serving of food in line with established nutrition guidelines.
  • Maintained food and sanitation standards to prevent food-borne illness and promote health.


Owner/Operator

Pine Street Station Restaurant
05.1996 - 09.1997
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Trained and motivated employees to perform daily business functions.
  • Established foundational processes for business operations.
  • Managed day-to-day business operations.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.

Owner/Operator

The Deli
06.1991 - 09.1995
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated employees to perform daily business functions.
  • Evaluated suppliers to maintain cost controls and improve operations.

WW Studio Coach

Weight Watchers
01.1988 - 09.1990
  • Worked closely with members during and after workshops to assist them with their goals. Shared my experience and weight loss journey. Followed Weight Watchers guidelines in preparing and presenting weekly sessions. Maintained my goal weight of 189lbs.

Mess Management Specialist

US Navy
08.1980 - 08.1984

Education

Bachelor of Science - Hotel And Restaurant Management

University Nevada Las Vegas
Las Vegas, NV
06.1990

Bachelor of Arts - Business Emphasis

Cabrillo College
Aptos, CA
12.1987

Skills

  • IRS Correspondence and Audits
  • Tax Education
  • Local, State and Federal Tax Returns
  • Interviewed and managed employees

Certification

Internal Revenue Service Enrolled Agent

Enrolled Agent

Passed a Two Day Exam Proctored by the IRS in all aspects of the Tax Code.

Timeline

Tax Preparer

H & R Block
01.2000 - Current

Instructor

H & R Block
01.2000 - Current

Nutrition Associate

Sutter Maternity & Surgery Center
09.1998 - 01.2005

Owner/Operator

Pine Street Station Restaurant
05.1996 - 09.1997

Owner/Operator

The Deli
06.1991 - 09.1995

WW Studio Coach

Weight Watchers
01.1988 - 09.1990

Mess Management Specialist

US Navy
08.1980 - 08.1984

Bachelor of Science - Hotel And Restaurant Management

University Nevada Las Vegas

Bachelor of Arts - Business Emphasis

Cabrillo College

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John Newton