Carmen Garcia
Summary
An Expert multi-unit leader with a proven track record in multi-unit management, with a a particular focus on hiring, recruiting and developing high performing teams.
Overview
10
10
years of professional experience
Work History
Preseason Manager
H&R Block
07.2023 - Current
- Recognized as top performing PSM in the region
- First PSM to achieve recruiting and hiring targets in 2024
- Play an integral role in the success of the tax offices by supporting the District General Manager with a variety of offices readiness activities
- -Execute recruiting and calling campaigns for new and experienced tax professionals -Recruit for the H&R Block Income Tax Courses -Coordinate and assist with interviews for Receptionists and Associate Team Leaders -Support tax office of 175 associates in meeting continuing education requirements, increasing certification levels (including Small Business certifications), and Client Care Training
- -Plan and prepare for virtual or in-person tax office open houses
- -Assist in execution of Ready to Serve activities.
Notary
Notary Loan Signing Agent – NNA Certified and E&O insured.
09.2015 - Current
Multi-Unit Team Leader
H&R Block
11.2014 - Current
- Manage office staffing of 32+ associates, operations, and logistics for three offices – Partner with the District General Manager to create and implement office-level growth plans and client growth target offices which include developing local partnerships and managing office community involvement – Assist the DGM in recruiting, interviewing and hiring candidates for the office associate positions – Build and engage team environment across all offices by training and coaching associates while holding them accountable to execute on Standard Operating Procedures (SOP) and recognizing outstanding associates contributions – Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns – Lead daily team meetings and communicate essential information to the office associates – Create associate work schedules across all offices and ensure accurate timekeeping, as well as labor management for staff in all offices – Travel between the three offices for support visits and coaching opportunities.
- Recognized for top performance over goal in 2021 and 2022.
Tax Analyst
H&R Block
11.2014 - Current
- Conducting face-to-face tax interviews with clients – Preparing complete and accurate tax returns – Generating business growth, increasing client retention, and offering additional products and services – Provide IRS audit support.
Education
Diploma - Computer Assisted Small Business Management
Skills
- Microsoft Office Suite
- Shift Scheduling
- Accounts Receivable
- Corporate Sales
- Social media for Business
- Community Engagement
- Team Development & Coaching
- Bilingual Spanish
- Customer Service
- Client Relations - CRM / B2B / B2C
- I9 Compliance
- Human Resources
Personal Information
Title: Business Manager AND Teams Leader
Timeline
Preseason Manager
H&R Block
07.2023 - Current
Notary
Notary Loan Signing Agent – NNA Certified and E&O insured.
09.2015 - Current
Multi-Unit Team Leader
H&R Block
11.2014 - Current
Tax Analyst
H&R Block
11.2014 - Current
Diploma - Computer Assisted Small Business Management
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