Professional Summary
Overview
Work History
Education
Skills
Timeline
Tax manager

Angela J. Lorimer

Block Advisors
San Tan Valley,AZ
Angela J. Lorimer
27
years of professional experience

Proven leader in multi-office operations, achieving a 12.2% revenue increase. Strong focus on performance management, client relationship building, and process improvement to drive business growth.

Work History

Block Advisors Multi-Team Leader 2

8 Years 11 Months
Block Advisors | 09.2017 - Current
  • Lead operations across multiple office locations, ensuring consistent execution of company standards and exceptional client service.
  • Increased district Tax Plus revenue by 12.2% over the previous year.
  • Improved office revenue by 13.4% while maintaining operational efficiency and service quality.
  • Lead operations across multiple office locations, ensuring consistent execution of company standards and exceptional client service.
  • Recruited, trained, coached, mentored, and developed high-performing teams to enhance collaboration and accountability.
  • Conducted daily leadership meetings, performance reviews, and coaching sessions to enhance employee engagement and achieve business results.
  • Analyzed business performance metrics and implemented action plans that improved productivity, profitability, and client satisfaction.
  • Foster a positive, client-focused culture centered on teamwork, integrity, and continuous improvement.

Office Manager /Senior Tax Preparer

17 Years 8 Months
Liberty Tax Service | 01.2000 - 09.2017
  • Oversaw daily office operations during multiple tax seasons, ensuring seamless service delivery.
  • Managed daily office operations during multiple successful tax seasons.
  • Supervised staff recruitment, scheduling, training, and performance management.
  • Built lasting client relationships through exceptional customer service and personalized financial guidance.
  • Supported marketing initiatives that strengthened client retention and boosted referral business.
  • Ensured accuracy in financial records, office reporting, and operational procedures to uphold compliance.

Education

Associate of Arts – Business Management - Business Management

Central Arizona College | Apache Junction, AZ | 09-2022
  • Dean's List Fall 2022
  • Honor Roll Fall 2022
  • 3.8 GPA
  • Study Abroad: Travel and Accounting in Ireland

Associate of Applied Science - Accounting And Finance

Central Arizona College | Mesa, AZ | 05-2019
  • 4.0 GPA

Skills

Multi-Office Management
Operations Management
Strategic Planning
Revenue Generation
Business Growth
Labor budgeting
Performance Management
Process Improvement
Client Relationship Management
Customer Experience
Employee Engagement
Team building
Change Management
Staff Scheduling
Communication
Attention to detail
Problem-solving
Leadership Development

Timeline

Block Advisors Multi-Team Leader 2

Block Advisors
09.2017 - CurrentRead More

Office Manager /Senior Tax Preparer

Liberty Tax Service
01.2000 - 09.2017Read More

Central Arizona College

Associate of Arts – Business Management from Business Management
Read More

Central Arizona College

Associate of Applied Science from Accounting And Finance
Read More
Angela J. LorimerTax manager