Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Archana Chaudhary

Chelmsford,MA

Summary

Dynamic and results-driven professional with extensive experience at H&R Block, excelling in employee training and team building. Proven track record of transforming offices into award-winning locations while maintaining high customer satisfaction. Expertise in tax preparation and performance coaching, consistently achieving growth and retention in competitive environments.

Overview

20
20
years of professional experience

Work History

District Preseason Manager

H&R Block
01.2019 - Current
  • Within the pre-tax season (July-December), hired at least 60+ New Employees every year
  • Acquired Leads and Posted Jobs to find candidates
  • Helped candidates through a rigorous training period, Coaching, Retaining, and building personal connections with each candidate
  • Ensured Trainings were completed and the district had enough new employees (Tax pros/receptionists, managers etc.)
  • Continue to train existing employees
  • Building positive relationships with each employee, in order to push/ensure they acquire further training for professional development within the company

Senior Tax Analyst/Multi-Unit Team leader/Office Manager III

H&R Block
01.2018 - Current
  • Managed multiple retail offices (3-4) throughout Tax season and surrounding time period
  • Worked throughout the district in MA and NH, managing one cluster of offices at a time and transforming them into REGIONAL Award winning offices
  • Worked throughout COVID pandemic both in person and remotely, maintaining office growth and success, while achieving changing targets
  • HIRED, MENTORED and RETAINED candidates for my offices, creating top performing team members and a productive work environment
  • Coordinated and led team to regional awards in customer service and marketing campaigns
  • Maintain IRS credentials and filed 100+ Tax Returns every year for a selective client base (Return numbers Limited by HRBLOCK corporate due to new role)

Office Manager I/Team Leader

H&R Block
01.2007 - 01.2018
  • Managed one MA retail office throughout Tax season and surrounding time period
  • Led (and grew) a team of fellow Tax pros + staff to exceed targets and set regional records in various metrics of office success
  • Completed 400+ Tax returns every year and grew a diverse and loyal client base which followed me over 40 minutes to my new location

Part time Teller

Santander Bank
01.2013 - 12.2013
  • Trained and worked for 1 season as a teller
  • Furthered Customer service skills, Gained working banking knowledge

Tax Professional

H&R Block
01.2005 - 01.2007
  • Completed rigorous certification and acquired specialized tax knowledge
  • Completed 400+ Tax returns every year, and began to grow a huge client base due to excellent customer service + results
  • Saved clients $100s-$1000s on Taxes

Education

Senior Tax Analyst Certification -

HR Block
05-2016

Certified Acceptance Agent -

IRS
05-2014

Income Tax Certifications -

HR Block
12-2004

Certification of Financial Accounting -

UMass Lowell
Lowell, MA
01.2000

Bachelors of Arts - English

SAJ College/Calcutta University
Kolkata, India
01.1997

NIIT Certification - computing

NIIT
Kolkata, India
01.1997

Skills

  • Employee training
  • Team building
  • Project management
  • Customer service
  • Lead acquisition
  • Performance coaching
  • Tax preparation
  • Regulatory compliance
  • Office management
  • Staff retention
  • Marketing campaigns
  • Conflict resolution
  • Relationship building
  • Computer skills
  • Team development
  • Financial records oversight
  • Adaptability and flexibility
  • Cross-functional team management
  • Expense tracking
  • Customer relations
  • Verbal and written communication
  • Time management
  • Schedule oversight
  • MS office

Affiliations

  • Chelmsford Preschool and K-8 Volunteer Parent-Teacher Assistant 2003-2015

Timeline

District Preseason Manager

H&R Block
01.2019 - Current

Senior Tax Analyst/Multi-Unit Team leader/Office Manager III

H&R Block
01.2018 - Current

Part time Teller

Santander Bank
01.2013 - 12.2013

Office Manager I/Team Leader

H&R Block
01.2007 - 01.2018

Tax Professional

H&R Block
01.2005 - 01.2007

Senior Tax Analyst Certification -

HR Block

Certified Acceptance Agent -

IRS

Income Tax Certifications -

HR Block

Certification of Financial Accounting -

UMass Lowell

Bachelors of Arts - English

SAJ College/Calcutta University

NIIT Certification - computing

NIIT

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