Joshua Chan
Tax Specialist @Intuit Turbotax Verified Pro
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WORK HISTORY
Tax Specialist @Intuit Turbotax Verified Pro
Provo, UT, US
Delivered expert tax advice by ensuring accuracy and maximizing savings for 40+ clients with personalized guidance- Resolved 96% of complex tax issues on first contact by thoroughly reviewing returns and spotting compliance gaps
EDUCATION
Brigham Young University
Bachelor's degree
ABOUT JOSHUA CHAN
My interest in finance started when I realized how often people—friends, family, and even classmates—felt stressed or unsure about money. I didn’t have all the answers, but I enjoyed figuring things out and sharing what I learned. Over time, helping others feel more confident about their finances became something I genuinely cared about. Through internships at PNC, American Express, and LAN King, I’ve worked on SBA loan strategy, credit risk modeling, corporate banking analysis, and investor presentations. Across each role, I was able to simplify the complex, support smarter decisions, and create value—whether it’s for a business or a family trying to make the most of what they have. I\'m now pursuing finance roles where I can apply my analytical mindset, contribute to impactful projects, and continue developing a well-rounded foundation in strategic financial management. I\'m especially drawn to environments where I can take on challenges, learn from experienced teams, and help drive decisions that support long-term growth. Let’s connect!
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