Senior Tax Advisor 5, Rtrp, Media Spokesperson, Marketing Coordinator, Office Leader
Current• Assist RMM, DMs and OLs with development of local field marketing. event planning, budgets, staff scheduling, execution, and post event ROI analysis.• Create event promotional elements and tracking mechanisms for lead generation.• Provide educational and informational presentations for public forums, local businesses employees, non-profit organization members and college adult students.• Manage retail tax office, employee scheduling, client appointments, daily and weekly… Show more • Assist RMM, DMs and OLs with development of local field marketing. event planning, budgets, staff scheduling, execution, and post event ROI analysis.• Create event promotional elements and tracking mechanisms for lead generation.• Provide educational and informational presentations for public forums, local businesses employees, non-profit organization members and college adult students.• Manage retail tax office, employee scheduling, client appointments, daily and weekly reports, seasonal office opening/closing procedures and office team marketing.• Instructor of marketing and client servicing skills for District tax professional team.• Service retention and acquisition of new client base for income tax preparation and planning achieving TS11 MVP national recognition for excellence in client servicing.• Performed live on-camera media spokesperson interviews and PR releases for local media. Show less
