▶Snapshot of Contributions and Competencies:• Prepared tax forms and conducted tax research, client consulting, and tax projections.• Developed solutions for clients and executed implementation with minimal oversight.• Complied with federal, state, and local laws and regulations.• Oversaw onboarding and training for all staff including 2 acquisitions.• Cultivated and maintained excellent client relationships.• Planned and managed projects for transition to fully remote business.

▶Snapshot of Contributions and Competencies:• Managed office staffing, operations, and logistics for 10 direct offices during tax season.• Served as Interim District Manager managing additional 18 offices and 100+ team members for 13 months.• Control Supply Cost (EBITDA, Earnings Before Income Tax, Depreciation & Amortization) • Maximized company initiatives to maintain YOY Revenue growth during Pandemic.• Hired and assisted in training 200 + employees. • Optimized district staffing to cover 12% employment gap and maintain production standards.• Increased Client Experience Surveys 2.4% ending in 88.4% YTD.• Reached 125% of goal for extended season contribution margin while maintaining return goals.• Met 122% of goal for Q2 contribution margin while maintaining return goals.• Partnered with District General Manager to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement.• Built an engaging team environment, by training and coaching associates while holding them accountable to execute on Standard Operating Procedures (SOP) and recognizing outstanding associate contributions.• Led daily team meetings and communicated essential information to tax office associates.• Created associate work schedules across all offices and ensure accurate timekeeping, as well as labor management, for staff in all offices.

· Pre-Season Manager· Multi-Office Manager· Office Manger III· Sr. Tax AnalystMANAGEMENTProviding leadership over three H&R Block tax offices. Serving as the front-line manager, responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office- related growth objectives. Utilizing people management experience and passion for helping people, providing leadership to the customer-centric teams in the offices managed to accelerate their seasonal tax business.· Operate multiple Tax and Accounting Offices· Control Supply Cost· Drive Revenue· Recruit and Register ITC Students.· Hiring and Completing I-9s· Control Labor Budget· Scheduling 50+ EmployeesSALES· Personal networking focus to emphasize Partnership Through Local Employer Solutions.· Increase Referral program to Tax Professional Level· Developed Key Non profit partnership with NB3 Foundation to maximize Partner to Partner Solution resulting in an increase in Market penetration in to Pueblo and Native American markets.· Prioritized calling strategies to strengthen YOY retention of existing clients· Top producing district in region with 30,736 returns netting 7.5 million in revenue· Transitioned focus from in office returns to digital drop off and Approve Online.LEADERSHIP· Maintained a 95% direct employee retention· Implemented strict CE compliance guidelines for rehiring and interviewing for new positions; reached all milestones· Increase Certification Level of tax professional to 18% of active team members· Lead District training for Metro Albuquerque Office Managers· Create Pre-Season training material

Responsible for training students in the Introductory Tax Course (ITC) in preparation of them becoming Tax Preparers within the company.

• Assisted prospective and current student regarding policies and requirements for selected finance options, including federal student financial aid.• Evaluated student accounts to explore solutions that assist students in attaining their educational goals.• Facilitated the processing of federal student financial aid to ensure compliance with established regulations, policies, procedures, and guidelines.