
High-performing Tax Office Manager and Tax Professional with over [13] years of experience in tax preparation, financial operations, and client relations. Proven track record of expanding client bases, exceeding branch revenue goals, and driving full-cycle office operations. Skilled in leading associate teams, ensuring strict tax compliance, and optimizing office productivity.
• Oversaw daily tax office operations, team workflow, and client scheduling to ensure efficiency during peak tax season. • Prepare accurate individual and small business tax returns (including Schedule C self-employment filings) while maintaining full regulatory compliance.
• Conducted quality reviews of client tax documentation, reducing errors and minimizing audit risk.
• Directed daily office operations and led high-performing teams across multiple locations, maxing target and bonus goals exceeding $360,000 per office.
• Drove substantial revenue growth, expanding the Camp Springs location by 50% in 2015 and growing the Hyattsville office by 10% year-over-year.
• Supervised and coached tax office associates, developed local marketing strategies, and managed staffing schedules to enhance team effectiveness.
• Prepared accurate and complete tax returns for complex individual and business clients, ensuring compliance and maximizing client satisfaction.
• Managed daily store operations, monitored staff sales quotas, processed weekly payroll, and ensured accurate financial balancing and deposits.
• Conducted team meetings and coaching sessions, aligning efforts to achieve monthly bonus targets.
Coordinated clerical operations and addressed client case inquiries while providing administrative support across 4 departments.
Handled commercial deposits/withdrawals, cash drawer, and vault auditing while adhering to banking regulations.