Professional with high standards and results-driven approach, prepared for role of Office Manager. Skilled in team collaboration, adaptable to changing needs, and reliable. Proficiencies include administrative management, scheduling, budgeting, and staff coordination. Known for effective communication, problem-solving, and organizational skills.
Overview
22
22
years of professional experience
Work History
Senior Tax Specialist
H & R Block Tax Services
01.2003 - 04.2025
Computed tax depreciation rates on business assets like technology and vehicles.
Completed in-depth research into tax issues affecting clients to offer expert advice and accurately prepare returns.
Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
Reviewed financial reports to correctly ascertain taxation and statement requirements.
Facilitate and manage the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms
Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings
Find and implement opportunities for process improvement in company tax procedures
Develop and implement strategic tax planning for all necessary federal and state taxes
Classified assets correctly to properly account for depreciation on routine filings.
Review tax returns and quarterly/yearly tax projections
Manage and mentor members of tax team to greater levels of effectiveness and engagement
Oversaw team of 15 tax preparers handling over 3,000 submissions per year.
Collaborated with external tax consultants to ensure clients received comprehensive support on complex tax matters.
Team Leader Manager
H & R Block Tax Services
12.2022 - 05.2024
Lead daily team meetings to communicate essential information and goals to office associates
Managed staff including hiring, training, scheduling, payroll and termination
Optimized office policies, meeting internal needs while upholding organizational standards
Analyzed daily, weekly and monthly reports
Provided outstanding and responsive customer service and issue resolution while maintaining over a 90% client retention rate over the span of 20 plus years
Resolved customer service issues by finding immediate solutions, increasing customer confidence, and decreasing escalations to executive office.
Facilitated cross-training opportunities among team members, creating a more versatile and resilient workforce capable of handling unforeseen challenges.
Stayed calm, collected and logical during stressful moments to identify and implement optimal solutions.
Office Manager
H & R Block/Iroquois Bookkeeping
01.2003 - 11.2021
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
Spearheaded community outreach initiatives, improving company's local reputation and engagement.
Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
Calculated deductions and processed payroll for employees.
Reviewed time records for 20 employees to verify accuracy of information.
Streamlined timekeeping procedures through the implementation of an automated system that accurately tracked employee hours worked for more efficient payroll processing.
Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
Conducted annual salary reviews to ensure fair compensation across the organization based on market trends and internal benchmarks.
Facilitated relocation project being the point person for contractors, moving company and landlords
Assistant Venue Manager
Watseka Theatre
01.2011 - 01.2018
Saw to the overall operational success of the live events
Researched artists, wrote offers letters, reviewed contracts, design and implemented marketing campaigns, fulfilled artist's rider
Supervised load in, set up, issue resolution, support box office sales, show performance, saw to artist wants/needs as necessary
Updated and maintain show financial reports
Oversaw facility maintenance tasks to ensure a clean, safe, and aesthetically pleasing environment for guests at all times.
Assisted in contract negotiations for improved terms and conditions while securing lucrative bookings for the venue.
Continuously updated knowledge of industry best practices to ensure the venue's offerings remained current and competitive.
Managed venue schedules, ensuring optimal utilization of space and resources.
Developed innovative marketing strategies to attract new guests and maintain a competitive edge in the industry.
Substitute Teacher / Substitute School Nurse at The Alexander Dawson School at Rainbow MountainSubstitute Teacher / Substitute School Nurse at The Alexander Dawson School at Rainbow Mountain