Results-driven tax professional with expertise in managing teams and fostering client relationships. Proven ability to encourage growth and adapt strategies for creating the best outcomes for clients and staff.
Overview
3
3
years of post-secondary education
18
18
years of professional experience
Work History
Tax Professional
H&r Block
Huntington, IN
12.2008 - Current
Using solutions to help clients plan for the best tax and financial outcomes comes
Building strong relationships with clients and peers
Participated in annual continuing education programs to stay current
Delivering great customer service
Leadership Member
H&r Block
Fort Wayne, IN
12.2012 - 04.2026
Leading multiple offices to reach goals set by company.
Creating a safe and flourishing environment for my staff.
Keep clear communication channnels open to help my team achieve success.
Led team meetings and daily huddles with the information needed to win the day and service the client.
Coaching and encouraging better development and behaviors of staff
Creating schedules to keep staff on track for goal and bonuses.
Working with data hub and other applications to deliver results and growth opportunities.
Mentored new associates on tax preparation processes and compliance regulations.
Pre-season manager
H&r Block
Fort Wayne, IN
08.2015 - 08.2018
Interviewed external and internal candidates.
Using job hiring sites to help filter in more interest.
Interacting with other business to help find talent.
Helped fill the (ITC) Income Tax Course by reaching out to potential students and handling job fairs.
Created excitement around completing continuing education.
Continued support of all staff during the hiring process and beyond.
Handled the district in any absence of district manager.
Completed town halls, emails and training classes for the District Manager.
Always a go to person from all staff in the district.
Operations Specialist
H&r Block
Fort Wayne, IN
08.2013 - 08.2015
Traveled to multiple offices to insure they were clean crips and clutter free.
Ordered /purchased materials for the office and replaced damaged items.
I helped to complete remodels of offices.
Set up relationships with newly acquired offices.
Followed the company planogram to ensure offices were up to par for tax season.