Results-driven Multi-Unit Team Lead specializing in tax compliance and workflow optimization. Experienced in enhancing team productivity and client satisfaction through effective process improvements and strategic team management.
Overview
24
24
years of professional experience
Work History
District Staffing Lead
H&r Block
Lakewood, Colorado
10.2022 - Current
builds strong tax office teams by managing the recruiting, screening, and onboarding lifecycle for candidates and students. This role ensures that local offices have qualified associates ready to support clients during the tax season
Engaged tax associate candidates from application through Income Tax Course (ITC) registration to start date, ensuring a smooth transition into roles.
Executed calling campaigns that attracted qualified new and experienced tax professionals, enhancing the talent pool.
Planned and hosted virtual or in-person open houses and career fairs to connect with potential candidates and showcase opportunities.
Coordinate and assist with interviews for support positions like receptionists and associate team leaders.
Support continuing education, increased certification levels, and training for office associates.
Multi-Unit Team Lead
H&r Block
Lakewood, Colorado
11.2022 - 04.2026
Supervised tax preparation team, ensuring regulatory compliance and accuracy in filings.
Managed client communications, addressing inquiries and resolving concerns to enhance client satisfaction.
Coordinated workflow during peak tax season to optimize efficiency.
Implemented process improvements to enhance overall team performance.
Developed strategies to increase team productivity and improve customer service levels.
Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
Trained new employees on tax software and customer service protocols.
Resolved escalated customer complaints or queries promptly and efficiently.
Delegated tasks appropriately according to individual skill sets.
Conducted performance appraisals for team members, offering constructive feedback to support professional development.
Administrative Assistant for operations
H&r Block
Lakewood, Colorado
05.2004 - 10.2022
Assisted with onboarding process for district associates by organizing training sessions and materials.
Assisted in setting up office technology and hardware by configuring devices and troubleshooting issues.
Assisted in tracking logistics for seasonal office openings by verifying equipment functionality and cleanliness.
Managed tax professional readiness by coordinating management continuing education, P-tins, and training materials.
Ensured compliance with brand and safety rules by regularly reviewing procedures and practices.
Collaborated closely with team members to achieve project objectives and meet deadlines.
All marketing support - Hanging window clings, office setup.
Performed routine maintenance and repairs on mechanical systems to ensure optimal performance.
Client Service Professional
H&r Block
Lakewood, Colorado
12.2002 - 10.2004
Greeted clients at reception, creating a welcoming atmosphere
Scheduled tax appointments, ensuring timely service for clients