Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa S. Gross

Indianapolis,In

Summary

With a proven track record at Mrs Tax Prep, I excel in strategic planning and interpersonal skills, boosting client compliance and maximizing returns. Leveraging analytical prowess and relationship building, I've led teams to outperform sales goals by 150% and ranked #1 in competitive environments, showcasing exceptional decision-making and organization.

Overview

25
25
years of professional experience

Work History

Tax Preparer

Mrs Tax Prep
Indianapolis, IN
02.2021 - Current
  • Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Advised clients on tax planning strategies to minimize liabilities and maximize returns.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Maintained accurate records of all client transactions and filings.
  • Compiled data from clients to accurately complete tax forms.
  • Filed electronically through approved software programs.
  • Computed taxes owed or overpaid for clients.
  • Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.

Business Operations Manager (co-Owner)

GGW Labs
Indianapolis, In
01.2009 - Current
  • Used resources throughout the company to exceed team selling practices and ensure proper solution design and effectiveness for the customer.
  • Provided leadership, insight, and mentoring to newly hired employees to supply knowledge of various company programs.
  • Collaborated with business partners to achieve consistency with departmental policies and standards, including re-certification and approval of processes.
  • Provided technical expertise in resolving complex issues related to operations.
  • Developed training programs for employees to increase their knowledge base.
  • Provided leadership, direction and strategic planning for business unit operations.
  • Implemented new technologies to improve operational efficiency and reduce costs.
  • Served as a key corporate representative, liaising with multiple departments to support operational excellence.
  • Collaborated with professionals to facilitate new process improvements, enabling the company to meet business objectives.

Media Sales/Assistant Manager

Gannett
Indianapolis, In
01.2014 - 05.2021
  • Discussed emerging trends within the industry alongside ISRs.
  • Respond to client escalations and mentor ISRs to better support key customers.
  • Create, maintain, and share action plans with the account base.
  • Tracked performance data, making necessary short-term and long-term plans.
  • Analyzed current account portfolios for improved focus on daily customer relationship management with ISRs.
  • Applied technical and business expertise to drive product adoption.
  • Ensured comprehensive review sessions for better ISR insights.
  • Demonstrated strong interpersonal skills by accurately reading situations for satisfaction determination.
  • Ability to think strategically to develop a long-term plan for a more established business book.
  • Utilized exceptional communication skills to convey messages clearly in both verbal and written formats, building productive relationships.
  • Prioritizes and completes tasks with a concern for all the details involved, and monitors and checks work for accuracy.
  • Proven ability to communicate and have instant credibility with new hires in the market.
  • Adopted an understanding of specific territory dynamics and trends to leverage digital marketing.
  • Serve as a market/ECS liaison and expert to designated market(s) and DESC team members regarding pricing, packages, systems, marketing information, processes, etc.
  • Provided customer service by answering questions, resolving problems, and responding to complaints promptly.

Media Sales/Recruitment Consultant

Gannett
Indianapolis, In
01.2012 - 01.2014
  • Developed a strong understanding of existing and prospective clients' strengths and challenges to determine digital marketing needs
  • Specialized in recruitment advertising strategy, centered on the use of CareerBuilder products as well as print advertising, to match talent with job openings
  • Assembled creative solutions for both medium and large corporate businesses, while creating consistency in follow ups and continued service
  • Build trust, repertoire, and interpersonal connections which allowed for healthy business relationships

Center Director

Inches-A-Weigh
Indianapolis, In
01.2007 - 01.2009
  • Team ranked#1 in weight loss sales for 2 years in the Central region
  • Promoted to Center Director in less than a year of being a sales representative
  • Managed a group of 4 people successfully
  • Increased sales 150% over targeted goals during my tenure

Business Development Manager

Tom Wood, Inc.
Indianapolis, In
01.2004 - 01.2007
  • Effectively ran the customer retention program (CRM called Contact Manager)
  • Developed training materials for electronic data capture
  • Presented key selling points/features and benefits while focusing on customers’ needs and expectations
  • Consistently moved the prospect towards commitment, and sales
  • Manage and maintain a detailed pipeline to achieve/exceed assigned monthly quota

Account Executive

Market Scan
Westlake Village, Ca
01.2000 - 01.2004
  • #1 closer in cold calling in a quota driven sales environment
  • Ensured a superior customer experience by uncovering needs, offering appropriate solutions, and closing accounts
  • Listened effectively to prospect/customers requests and objections successfully to resolve issues and close the deal with corporate business decision makers
  • Sold a defined set of solutions to the Sales and F&I department within the automotive dealership
  • Updating/maintaining information within database systems for automotive dealership sales

Education

BS - Business Management

Indiana Wesleyan University
Indianapolis, Indiana

Skills

  • MS Office Word
  • Excel
  • PowerPoint
  • CRM
  • Analytical skills
  • Strategic planning
  • Interpersonal skills
  • Team-building
  • Communication skills
  • Critical thinking skills
  • Decision making skills
  • Organization skills
  • Individual returns preparation
  • Documentation filing
  • Relationship building
  • Tax return preparation
  • Individual taxation
  • Income tax preparation

Timeline

Tax Preparer

Mrs Tax Prep
02.2021 - Current

Media Sales/Assistant Manager

Gannett
01.2014 - 05.2021

Media Sales/Recruitment Consultant

Gannett
01.2012 - 01.2014

Business Operations Manager (co-Owner)

GGW Labs
01.2009 - Current

Center Director

Inches-A-Weigh
01.2007 - 01.2009

Business Development Manager

Tom Wood, Inc.
01.2004 - 01.2007

Account Executive

Market Scan
01.2000 - 01.2004

BS - Business Management

Indiana Wesleyan University

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Lisa S. Gross