Stacey Kanouse
Ionia,MI
Summary
Detail-oriented specialist recognized for analytical thinking and effective documentation management. Experience in managing compliance in tax operations while educating clients on regulatory changes. Prepared to leverage expertise to enhance operational efficiency and client relations.
Overview
6
6
years of professional experience
Work History
CDAS Specialist (Off Season Role)
H & R Block
Grand Rapids, MI
05.2020 - Current
- Support district-level management operations
- Assist with compliance documentation and system management
- Provide administrative and operational oversight
- Coordinate internal communications and support field offices
- Assisting client with tax notices from Federal, State and City agencies
- Educated clients on tax laws and changes, enhancing their understanding of financial responsibilities.
- Mentored junior specialists, fostering a collaborative environment and enhancing team performance outcomes.
Office Manager/Tax Professional
H & R Block
Ionia, MI
12.2019 - Current
- Oversaw daily office operations, ensuring efficiency and compliance with company policies.
- Managed schedule and appointment bookings for clients, optimizing staff availability and service delivery.
- Coordinated training programs for new staff, enhancing team performance and customer service skills.
- Implemented improved filing system, increasing document retrieval speed and accuracy.
- Lead daily operations for multiple tax office locations
- Recruit, train, and supervise tax associates and support staff
- Prepare and review individual and small business tax returns
- Ensure compliance with IRS and State regulations and company standards
- Manage office performance, scheduling and client flow during peak season
- Develop and maintain long-term client relationships
- Resolve escalated client concerns professionally and efficiently
- Support cross-office collaboration to ensure seamless client service
Education
Associate of Science -
Montcalm Community College
Sidney06-2018
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Quality assurance
- Coaching and mentoring
Timeline
CDAS Specialist (Off Season Role)
H & R Block
05.2020 - Current
Office Manager/Tax Professional
H & R Block
12.2019 - Current
Associate of Science -
Montcalm Community College