Lauren Barry
Tax Accountant | Individual, Multi-State, & Small Business Tax Expert | Client-Focused Financial Specialist |
- Role
- Tax Associate at Intuit
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Lauren Barry
Experienced Tax Accountant with a background in individual, trust, and multi-state tax…
Experience
Tax Associate
Jan 2024 — Present · Mountain View, CA, US
Delivering accurate, personalized tax preparation services, specializing in individual, multi-state, and non-resident returns using TurboTax Online and Desktop. Conduct detailed tax return reviews, apply IRS regulations (IRC, IRM), optimize client deductions and credits, and resolve complex tax inquiries through advanced research. Support client success through video and screen-sharing communication, participate in R&D service enhancements, and consistently exceed client satisfaction KPIs.Prepared and reviewed over 450 individual-assisted and full-service tax returns.Researched and applied multi-state, interstate, and foreign income tax regulations.Delivered award-winning client service through personalized, empathetic support.Contributed to TurboTax DIWM Expert Assist and continuous improvement initiatives.
Education
University of California, Santa Barbara
Bachelors of Arts
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