Lloyd James Jr
Apple Valley,CA
Summary
Business-conscious General Manager/Tax Professional bringing over 10 years of experience. Focused and enthusiastic professional offering leadership for employee relations through effective communications, training and development. Measures performance to company goals and standards and establishes targets for improvements in safety, quality, cost and delivery
Overview
10
10
years of professional experience
Work History
Tax Professional
Intuit
12.2022 - Current
- Advised clients to comply with IRS regulations and meet state and federal tax obligations
- Finalized and processed paperwork with local, state and federal government authorities
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns
- Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts
- Implemented tax reduction strategies to analyze and minimize tax liabilities
- Computed taxes owed or overpaid for clients
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity
- IRS Certified Tax Professional
InnerVision Financial Services, LLC
10.2019 - Current
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns
- Performed detailed research and used findings to support audit reports
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
Accountant
InnerVision Financial Services,LLC
10.2019 - Current
- Analyzed financial statements and income statements to review company's financial performance
- Prepared monthly and year-end closing statements, financial documents and invoices
- Investigated and resolved discrepancies in monthly bank accounts
- Identified process inefficiencies and recommended improvements
- Reviewed and reconciled discrepancies in accounts and financial documentation
- Prepared P&L reports and financial statements for review by management
- Managed financial operations, month-end reporting, financial schedules and reconciliations
- Calculated and determined accurate monthly revenues by reconciling and reviewing operations databases and accounting system records.
Owner
InnerVision Financial Services,LLC
10.2019 - Current
- Promoted business on social media platforms to maximize brand identity and generate revenue
- Developed business and marketing plans and prepared monthly financial reports
- Led startup and opening of business and provided business development, creation of operational procedures and workflow planning
- Analyzed client business needs and assisted in determining appropriate resources and strategies
- Set pricing structures according to market analytics and emerging trends.
General Manager
24 Hour Fitness
12.2016 - 01.2020
- Established clear performance goals and metrics for revenue, P&L, customer service and customer retention
- Delivered exceptional client experiences through hands-on leadership of associates and managers
- Built and maintained loyal, long-term customer relationships through effective account management
- Designed sales and service strategies to improve revenue and retention
- Managed shrink processes and inventory levels for corrective action planning to save costs
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits
- Enhanced operational performance by developing effective business strategies, systems and procedures
- Participated in organizational transformation and implementation activities to monitor corporate restructures.
Operations Manager
24 Hour Fitness
10.2017 - 08.2018
- Oversee operational activities at every level of an organization
- Execute duties including hiring and training employees and managing quality assurance programs
- Also strategizes process improvements to ensure everyone completes their tasks on schedule.
Sales Manager
24 Hour Fitness
05.2015 - 12.2016
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
- Maintained professional network of potential clients and business opportunities
- Boosted team morale and overall sales volume by creating employee incentive sales contests
- Developed and implemented new sales strategies to update product lines
- Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals
- Oversaw management and implementation of new revenue strategies, sales initiatives and customer engagement tactics to increase market share
- Reduced process gaps by hiring, supervising and coaching employees on sales strategies and protocols, optimizing performance, growth and profitability
- Tracked monthly sales to generate reports for business development planning
- Implemented CRM strategy to automate leads management
- Achieved company growth for several consecutive years through market expansion and sales.
Assistant Sales Manager
24 Hour Fitness
08.2014 - 05.2015
- Helped sales professionals finalize customer sales and handled escalated concerns
- Taught new associates sales tactics and performance improvement techniques
- Met with entire team on weekly basis to identify sales opportunities, discuss strategies and execute new promotions
- Established action plans for team members and helped each person attain objectives
- Collaborated closely with management team to recruit top-level sales talent to fill positions within department
- Achieved consistent growth rate with effective planning and management strategies
- Sourced and onboarded well-qualified inside and outside salespeople to enhance revenue generation
- Developed effective sales team members through highly individualized coaching
- Opened and closed store, set up registers and secured cash
- Oversaw office operations and maintained store compliance.
Membership Counselor
24 Hour Fitness
08.2013 - 08.2014
- Welcomed both new and existing members to organization by delivering kind greeting upon entrance
- Marketed facility, classes and services to current and potential members
- Answered customers' questions and addressed problems and complaints in person and via phone
- Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities
- Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth
- Networked to build client base and promote products to new and existing clients
- Generated sales by prospecting leads, cold calling and negotiating advantageous deals
- Presented professional appearance and assisted with product placement and visual merchandising tasks
- Exceeded sales goals using consultative sales talents and effectively explaining programs and services to generate interest
- Improved profitability and developed pipeline leveraging multiple marketing channels and sales strategies.
Education
Accounting And Business Management
Cal State Northridge
Northridge, CASkills
- Results-oriented strong work ethic
- Training and development critical thinking
- Results-oriented communication
- Proficiency in planning and strategy passionate
- Dependability conflict resolution
- Attention to detail team player
- Adaptability positive attitude
- Self-motivated coachable
- Training & development
- Strategic planning
- Communication skills
- Leadership
- Management
- Financial Report Interpretation
- Tax Experience
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Timeline
Tax Professional
Intuit
12.2022 - Current
InnerVision Financial Services, LLC
10.2019 - Current
Accountant
InnerVision Financial Services,LLC
10.2019 - Current
Owner
InnerVision Financial Services,LLC
10.2019 - Current
Operations Manager
24 Hour Fitness
10.2017 - 08.2018
General Manager
24 Hour Fitness
12.2016 - 01.2020
Sales Manager
24 Hour Fitness
05.2015 - 12.2016
Assistant Sales Manager
24 Hour Fitness
08.2014 - 05.2015
Membership Counselor
24 Hour Fitness
08.2013 - 08.2014
Accounting And Business Management
Cal State Northridge
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