Summary
Overview
Work History
Education
Skills
Timeline
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Krista Place

Marshfield,MA

Summary

Versatile and organized professional with a proven track record of client satisfaction, showcasing reliability and adaptability. Swift capacity to learn and apply new skills, excelling in managing high-pressure situations with tact and efficiency. Exceptionally skilled at handling multiple tasks effectively in fast-paced environments. Recognized for proactive issue identification and resolution.

Overview

21
21
years of professional experience

Work History

Personal Shopper

Independent Contractor for Instacart and Spark
12.2014 - Current
  • Serves customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Recommends alternative products or options when specific items are out of stock or unavailable.
  • Consistently meets deadlines and quality goals for accuracy and timeliness.
  • Maintains high satisfaction ratings by providing exceptional service.

Full Service Tax Associate

Intuit
03.2025 - 04.2025
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Hired late in tax season due to earlier hiring freeze.

Caseworker Specialist

Action for Boston Community Development
10.2004 - 11.2014
  • Conducted thorough assessments and evaluations to determine clients' needs and eligibility for programs and services.
  • Maintained up-to-date records on all clients, enabling accurate monitoring of progress and appropriate case planning adjustments to individualized plans.
  • Facilitated client access to community resources, promoting self-sufficiency and independence.
  • Established trusting relationships with clients, fostering open communication and rapport building.
  • Maintained high level of client confidentiality, following strict guidelines and recommendations.
  • Promoted from intake worker role based on exceptional performance and communication skills.


Education

Certificate - Bookkeeping

Intuit Academy
Remote
07-2025

Certificate - Tax Preparation Training

Intuit Academy
Remote
10-2024

Certificate - Tax Exam - Level 1

Intuit Academy
Remote
10-2024

Skills

  • Strong communication skills in both verbal and written forms
  • Typing Speed: 70 WPM with 98% Accuracy
  • Effective problem resolution
  • Organizational time strategies
  • Information gathering
  • Clear client communication
  • Proficient in organizing tasks
  • Adept at fostering client relationships
  • Tax return preparation

Timeline

Full Service Tax Associate

Intuit
03.2025 - 04.2025

Personal Shopper

Independent Contractor for Instacart and Spark
12.2014 - Current

Caseworker Specialist

Action for Boston Community Development
10.2004 - 11.2014

Certificate - Bookkeeping

Intuit Academy

Certificate - Tax Preparation Training

Intuit Academy

Certificate - Tax Exam - Level 1

Intuit Academy

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