Katie Newman

As a tax manager on the Truepoint tax team, Katie reviews tax returns and quarterly projections and is also involved in the calculations of the tax implications on the various financial decisions clients make. In this role, providing the peace of mind and making the whole process as stress-free as possible is what keeps her motivated. To some, preparing tax returns can seem a bit mundane, but Katie enjoys doing all of this in the fun and flexible atmosphere that Truepoint provides.