Juan Carlos Merida Jr.
Mission,Texas
Summary
Dynamic Multi-Unit Team Leader at H&R Block Tax Services, skilled in performance monitoring and team leadership. Proven track record in enhancing client retention and driving process improvements. Adept at coaching and mentoring, fostering a high-performing culture that consistently meets business objectives. Proficient in Microsoft Office Suite for effective workflow management.
Overview
3
3
Languages
1
1
Certification
15
15
years of professional experience
Work History
Multi-Unit Team leader
H&R Block Tax Services
Pharr, Texas
11.2024 - 05.2026
- Lead Tax Professionals and Client Service Professionals by setting clear expectations, reinforcing accountability, and coaching consistent performance
- Ensure workforce readiness, including facilities, equipment, supplies, recruiting, hiring, onboarding, and preparation for seasonal demand
- Ensured consistent execution of daily operations across offices, managing staffing, scheduling, labor, compliance, SOPs, and service delivery
- Coached team using observed behaviors, client interactions, and performance outcomes to strengthen execution
- Monitored performance metrics, identified trends, and implemented actions that enhanced client acquisition and retention
- Identify patterns across offices, proactively address performance gaps, and develop bench strength and high-potential talent
- Drive adoption of new client experience processes, tools, and behaviors while visibly demonstrating client-centric leadership in the office
Associate Team Leader
H&R Block Tax Services
McAllen, Texas
11.2023 - 05.2024
- Lead daily activities to ensure all tax associates are scheduled productively.
- Ensure work is completed according to deadlines, with attention to quality standards.
- Resolved escalations promptly and professionally to maintain client satisfaction.
- Managed office operations to streamline client interactions and ensure accurate tax return processing.
- Generated detailed reports to analyze team performance. and provide productivity solutions.
- Lead Daily huddles and communicate essential information.
Special Events Coordinator
Areli's Celebration Hall
Mission, TX
06.2022 - 12.2025
- Researched, selected, and negotiated contracts with caterers, venues, and suppliers to secure favorable terms.
- Logistics and timelines: Build detailed schedules, run-of-show documents, and floor plans.
- Coordinated on-site activities during events, ensuring seamless execution and adherence to timelines.
- Supervision: Direct setup crews, staff, and volunteers during the event.
- Quality control: Conduct final walkthroughs of tech, seating, and decor before guests arrive.
- Troubleshot real-time issues and executed backup plans to maintain event continuity.
Lead Waiter (Weekends)
Areli's Celebration Hall
Mission, Texas
01.2020 - 07.2022
- Delivered main dishes promptly according to the event schedule.
- Monitored cocktail and drink refills to maintain guest satisfaction throughout events.
- Assisted with dessert service to complete four-course meals.
- Greeted guests and proactively addressed requests to enhance event experience.
- Cleared used plates and ensured tidy dining areas for guest comfort.
Lead-Server / Manager (Full time)
Muelle 37 Marisco's
Donna, Texas
06.2014 - 07.2020
- Achieved high levels of customer satisfaction through quality service delivery.
- Handled customer complaints and resolved concerns.
- Facilitated hiring and training processes to build a skilled and effective team.
- Coached and developed 40 employees, enhancing team capabilities and service quality.
- Completed employee performance reviews.
- Addressed performance issues and terminations.
- Ensured optimal inventory levels through daily tracking and purchasing.
- Completed daily cash counts and register closing duties.
- Tracked expenses and budget activity.
Dish washer / Chef (Part time)
Rene's Restaurant & Bakery
Nuevo Progreso, Tamaulipas
01.2013 - 06.2014
- Maintained cleanliness and organization of kitchen and dishwashing areas to support efficient kitchen operations.
- Operated commercial dishwashing equipment to ensure timely and thorough cleaning of kitchenware.
- Collaborated with team members to navigate high-pressure service periods, ensuring smooth workflow.
- Cooked food items by grilling, frying, sautéing, and other cooking methods to specified recipes and standards.
- Prepared food items by cutting, chopping, mixing, and preparing sauces.
Agricultural Field Work (Summer Job)
Syngenta & Monsanto
Pekin, Illinois
06.2011 - 08.2013
- Removed wheat tassels from plants in agricultural field.
- Collaborated with diverse coworkers to achieve project goals and resolve product-related issues.
- Proposed innovative ideas and solutions that improved team collaboration and effectiveness.
- Executed daily tasks with accuracy and efficiency, ensuring smooth operations in the agricultural field.
Education
Masters in Accounting - Accountancy
The University of Texas Rio Grande Valley
Edinburg, Texas05-2027
BBA - Business Administration of Accounting
The University of Texas Rio Grande Valley
Edinburg, Texas12-2022
High School Diploma -
South Texas College For Health Professions
Mercedes, Texas06-2017
Skills
- Tax preparation
- Onboarding and orientation
- Coaching and mentoring
- Performance evaluation
- Staff development
- Team leadership
- Relationship building
- Teamwork and collaboration
- Leading team meetings
- Financial management
- Problem resolution
- Conflict management
- Workflow management
- Process improvement
- Strategic planning
- Microsoft Office Suite proficiency
Certification
- Cardiopulmonary resuscitation: 2016 - 2018
- Dental Assistant: 2016 - 2018
- Personal Trainer: 2016 - 2018
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Portuguese
Limited
Timeline
Multi-Unit Team leader
H&R Block Tax Services
11.2024 - 05.2026
Associate Team Leader
H&R Block Tax Services
11.2023 - 05.2024
Special Events Coordinator
Areli's Celebration Hall
06.2022 - 12.2025
Lead Waiter (Weekends)
Areli's Celebration Hall
01.2020 - 07.2022
Lead-Server / Manager (Full time)
Muelle 37 Marisco's
06.2014 - 07.2020
Dish washer / Chef (Part time)
Rene's Restaurant & Bakery
01.2013 - 06.2014
Agricultural Field Work (Summer Job)
Syngenta & Monsanto
06.2011 - 08.2013
Masters in Accounting - Accountancy
The University of Texas Rio Grande Valley
BBA - Business Administration of Accounting
The University of Texas Rio Grande Valley
High School Diploma -
South Texas College For Health Professions