Carmen Garcia

From January-April

• Oversee staffing, operations, and logistics for three offices, collaborating with the District General Manager to develop growth plans and client target strategies.
• Recognized for top performance over goal in 2021 and 2022.

From January-April

• 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.

From July-December

• Acknowledged as leading DSL in the area
• Contributed significantly to tax office success by assisting the District General Manager with various office readiness tasks
• Execute recruiting and calling campaigns for new and experienced tax professionals
• Recruited participants for 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

• Facilitated smooth loan signing processes by ensuring accurate completion of documents.
• Educated clients on notary services and legal documentation requirements to enhance understanding.
• Coordinated with lenders, title companies, and borrowers to streamline communication and scheduling.
• Maintained detailed records of all signings while complying with legal standards and confidentiality protocols.