Multi-Unit Team Leader guiding staff scheduling, training, and performance monitoring across multiple locations to keep service consistent and maintain a 90-94% customer satisfaction score during peak periods. Brings district-level coordination experience, customer service focus. Certified Tax Professional background to support smooth operations during peak periods. Uses a Bachelor's Degree in Business Accounting to inform practical decisions and maintain organized execution across teams.
Work History
District Staffing Lead | Pre-Season Manager
6 Years 1 Month
H&R Block | 07.2020 - Current
JULY 2020- PRESENT
Led HR initiatives to enhance employee engagement and retention strategies across multiple locations.
Collaborated with management to identify and resolve staff problems and concerns to support job satisfaction and productivity.
Implemented succession planning initiatives for key leadership roles, ensuring smooth transitions during periods of change.
Partnered with staff to drive organizational competence and performance management using continuous coaching.
Multi Unit Team Lead
6 Years 4 Months
H&R Block | 01.2020 - 05.2026
JANUARY 2020–MAY 2026
Led team in delivering high-quality tax preparation services, ensuring compliance with regulations.
Mentored staff to enhance performance and improve customer service experience.
Analyzed client feedback to implement service enhancements and address concerns promptly.
Certified Tax Professional
15 Years 4 Months
H&R Block | 12.2010 - 04.2026
December 2010
Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
Assisted clients in understanding tax liabilities and eligibility for deductions and credits.
Utilized tax software to analyze financial information and streamline filing processes.
Conducted thorough reviews of client documents for accuracy and completeness before submission.
District Supervisor
2 Months
H&R Block | 05.2021 - 07.2021
AUGUST 2021 – CURRENT
Developed and implemented process improvements that streamlined workflow across multiple locations.
Directed district operations to enhance team performance and drive sales initiatives.
Analyzed performance metrics to identify trends and implement strategies for enhanced productivity.
Oversaw hiring processes for new employees within the district, ensuring a highly qualified workforce was maintained.
Education
Bachelors Degree - Business Accounting
Sawyer College | Santa Clara, CA | 01.2003
GPA: 3.87
Skills
Project management
Team leadership
Budget planning
Workforce scheduling
Operational reporting
Employee coaching
Staff supervision
Branch operations
Performance management
Process improvement
Cross-functional coordination
Accomplishments
Achieved numerous recommendations from highly satisfied clients.
Managed 42 team members focused on Santa Clara district, with strong track record of exceeding objectives.
Improved team efficiency by implementing key process adjustments.
Exceeded the District Goals for the Tax Season 2024 & 2026
OPERATIONS MANAGER; TRAINING AND DEVELOPMENT DIRECTOR; HUMAN RESOURCES; SUPERVISOR; AGENT (All Remote Positions) at HomePro TelecommunicationsOPERATIONS MANAGER; TRAINING AND DEVELOPMENT DIRECTOR; HUMAN RESOURCES; SUPERVISOR; AGENT (All Remote Positions) at HomePro Telecommunications