Samantha Luedtke

Key Responsibilities

• Collaborate with partners and senior leadership to develop and implement the firm’s strategic growth initiatives and long-term business plans.
• Identify opportunities for practice growth, new service offerings, geographic expansion, and strategic partnerships.
• Analyze market trends, competitive landscape, and client needs to inform strategic decision-making.
• Oversee and support business development initiatives, including referral relationships, strategic alliances, and client retention efforts.
• Work with marketing and administrative teams to ensure consistent branding, messaging, and positioning across all platforms.
• Develop and track key performance indicators (KPIs) related to growth, efficiency, and strategic initiatives.
• Lead or support special projects related to firm expansion, operational improvements, and process optimization.
• Assist with budgeting, forecasting, and resource allocation tied to strategic goals.
• Serve as a liaison between attorneys and administrative teams to ensure strategic initiatives are effectively implemented.
• Prepare reports, presentations, and recommendations for firm leadership.

Key Responsibilities

• Oversee district-wide staffing strategies to ensure appropriate coverage across all offices throughout the year, with emphasis on peak tax season readiness.
• Forecast staffing needs based on historical data, seasonal demand, office performance, and business goals.
• Coordinate recruitment efforts for tax professionals, client service associates, and seasonal staff in collaboration with HR and talent acquisition teams.
• Support onboarding and training logistics to ensure new hires are prepared to meet H&R Block standards and compliance requirements.
• Monitor staffing levels, productivity, and utilization to identify gaps, overstaffing, or opportunities for cross-office support.
• Facilitate staff scheduling, redeployment, and coverage across offices to address absences, turnover, or fluctuations in client volume.
• Serve as a point of escalation for staffing-related challenges and assist with resolution in partnership with district leadership.
• Maintain consistent staffing practices, processes, and documentation across the district.
• Prepare staffing reports and insights for District Managers to support operational and strategic decision-making.
• Support retention efforts by identifying training needs, development opportunities, and workload balance improvements.

Key Responsibilities

• Enhanced customer satisfaction by managing client relationships effectively.

• Cultivated long-lasting business partnerships through consistent follow-ups and meetings.

• Engaged in networking events to establish connections with prospective clients.

• Discovered new markets and identified opportunities for business expansion.

• Delivered detailed reports on sales metrics for management analysis.

• Worked collaboratively with teams across marketing, operations, and finance departments.

• Analyzed industry trends to develop future strategic initiatives. • Sourced leads via online platforms like LinkedIn and social media channels.

• Drafted proposals for prospects in response to their requests for information.

• Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit

Key Responsibilities

• Expanded recruiting network by leveraging industry contacts and internet resources, including CareerBuilder, Indeed, and LinkedIn.

• Managed and updated recruitment ATS (Brassring, Workday) and CMS software to enhance efficiency.

• Identified and resolved complex recruitment issues affecting employer success.

• Established strong partnerships with local colleges, hiring agencies, and military programs for a consistent applicant pipeline.

• Led recruitment team, focusing on training and mentoring new advisors and recruiters.

• Organized recruitment events to attract local candidates effectively. • Reviewed referral candidates and contacted qualified individuals for application requests and interviews.

• Shared job opportunity information with school representatives, public officials, and community liaisons.