I want my team to succeed in all they do and to be a part of their success as it happens.
Overview
19
19
years of professional experience
Work History
Multi-Unit Team Leader
H&R Block
10.2019 - Current
Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Worked with associates to identify areas of improvement and come up with training plans based on findings.
Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
Served as a primary point of contact for the District Manager providing immediate troubleshooting support when no one else could resolve the issue.
Promoted high standards through personal example to help each member understand expected behaviors and standards.
Building strong relationships with associates to reduce associate turnover.
I used Microsoft Teams to run weekly cross-office huddles and BlockStars to recognize standout contributions, which noticeably improved collaboration and morale.”Mentor and motivated associates to be productive and achieve performance goals.
Maintained work schedules to effectively serve clients.
Was someone that the DGM and peers could reach out to when they had issues they couldn't resolve.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
District Staffing Lead Formally PSM
H&R Block
07.2022 - Current
Assisted with onboarded, I9 compliance, PTIN applications including inputting and uploading information into workday.
Resolve issues with CE and other training related issues.
Assisted in the enrollment process of the Income Tax Course and other continuing education.
Coordinated schedules to arrange management interviews with applicants.
Collaborated with hiring managers to identify talent needs and develop effective job descriptions.
Supported onboarding initiatives for new hires.
Established ongoing communication with past applicants, creating an active network of potential future candidates.
Developed relationships with potential job candidates to promote effective communication throughout hiring processes and beyond.
Utilized applicant tracking systems effectively, improving overall efficiency of the recruiting process.
Organized career fairs and employer branding events, increasing brand awareness among potential candidates.
Advertised job opportunities on social media platforms and job boards.
Partnered with DGM on hiring events and job fairs.
Help conduct interviews for potential new hires.
Recruited top talent to maximize profitability.
Developed relationships with potential job candidates to promote effective communication throughout hiring processes and beyond.
Operations Administrative Assistant
H&R Block
06.2010 - 12.2020
Ensured compliance with company policies and procedures.
Maintained organized filing systems, allowing for quick retrieval of information when necessary.
Provided support during times of increased workload by stepping in as needed to assist associates and leaders.
Collected, arranged, and input information into XL worksheets.
Accomplished multiple tasks within established timeframes.
Onboarding new hires, I9 compliance and PTIN applications.
Assisted with setting up events for onboarding, PTIN, CE and hiring fairs.
Execute planograms, ensuring office standards are met.
Supply orders and distribution.
Effectively completed office readiness, office shut down and new location set up.
Ensuring year-round offices have the supplies needed to serve clients by placing supply orders or utilizing supplies from a closed office.
Resolved hiring issues with new and prior associates.
Operations support for outer offices.
TTF Field Instructor
H&R Block
06.2010 - 12.2019
Delivered engaging presentations on specialized topics related to the subject matter, drawing from personal experience and expertise in the field.
Actively participated in ongoing professional development opportunities to enhance knowledge and skill sets as a Field Instructor.
Applied different instruction techniques based on individual learner's needs.
Incorporating hands-on activities and real-world scenarios into lesson plans.
Facilitated virtual, in-person and blended learning sessions.
Developed strong relationships with students, establishing trust and promoting open communication for better understanding of course material.
Collaborated with fellow instructors to develop consistent teaching approaches, resulting in improved student performance.
Trained and mentored several new personnel hired to fulfill various roles.
While maintaining a professional relationships with all of them.
Tax Professional
H&R Block
12.2006 - Current
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Provided information about available products and services to clients, resulting in increased business opportunities.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Assisted clients in identifying potential tax savings through extensive knowledge of deductions and credits.
Conducted comprehensive reviews of individual and business tax returns, identifying errors or opportunities for additional savings.
Mentored junior staff members, sharing expertise in tax law and industry best practices to support professional growth.
Resolved complex tax issues with thorough research and effective communication.
Reduced audit risks by maintaining thorough documentation and ensuring compliance with IRS regulations.
Assessed client tax situations to determine best filing options.
Maintained compliance by adhering to current tax laws and regulations.
Identified potential audit red flags to minimize risk of IRS audits.
Calculated estimated tax payments for clients.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Facilitated communication between clients and tax authorities.
Prepared written responses or tax return amendments to resolve state and federal notices.