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
2000.01 - 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
2000.01 - 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
1998.09 - 2005.01
- 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
1996.05 - 1997.09
- 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
1991.06 - 1995.09
- 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
1988.01 - 1990.09
- 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
1980.08 - 1984.08
Education
Bachelor of Science - Hotel And Restaurant Management
University Nevada Las Vegas
Las Vegas, NV06.1990
Bachelor of Arts - Business Emphasis
Cabrillo College
Aptos, CA12.1987
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
2000.01 - Current
Instructor
H & R Block
2000.01 - Current
Nutrition Associate
Sutter Maternity & Surgery Center
1998.09 - 2005.01
Owner/Operator
Pine Street Station Restaurant
1996.05 - 1997.09
Owner/Operator
The Deli
1991.06 - 1995.09
WW Studio Coach
Weight Watchers
1988.01 - 1990.09
Mess Management Specialist
US Navy
1980.08 - 1984.08
Bachelor of Science - Hotel And Restaurant Management
University Nevada Las Vegas
Bachelor of Arts - Business Emphasis
Cabrillo College