Lillian Lopez Email and Phone Number
Lillian Lopez work email
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Lillian Lopez personal email
Lillian Lopez phone numbers
I am currently seeking a position within an organization that will utilize my analytical and critical thinking skills to prepare various tax forms and quarterly estimates to adhere to various entity regulations. My background consists, of over 20-years’ experience within the financial industry from a project management, creative, marketing and financial analyst perspective to executing leadership and development of direct hires; maintaining brand presence and achieving growth objectives through outstanding client experience (i.e., SaaS client growth, ROI, KPI and SOPs).In the last seven-years, I moved toward a Senior Tax Analyst role; have maintained a PTIN and Small Business/AFTR certifications to serve individual and small business taxpayers on tax compliance and the filing of federal, state, local and business privilege taxes.If asked what my strongest trait is. I would reply, “I am an adaptable individual who enjoys embracing change, calibrating business models and assumptions". I believe a successful business needs a cultural that thrives on innovative ideas and adaption, to move a today company to a tomorrow era”.Along with strength comes weakness, and if ask what are mine, I would reply, “my greatest pet peeve is missed deadlines or SLAs. I am a stickler for due dates and get uncomfortable when work is not completed on time. To Avoid this, I have started being more proactive in communicating deadlines and paying attention on how I react to make sure I’m being motivational in cultivating efficiency.”
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Office Manager/Customer ServiceKeystone Collections Group Aug 2021 - PresentIrwin, Pa, UsOffice Manager: Manage daily opening and closing procedures for the Lehigh Valley satellite office • Interview candidates and process on-boarding documents of new hires • Process cash, credit card and ACH payments • Make bank deposits.Customer Service: Assist individual and employers with current or delinquent accounts from garnishments, payment plans to exemptions of Real Estate (school, municipality and utility taxes), Per Capita and Delinquent Earned Income taxes • Assist individual taxpayers on taxable/nontaxable earnings for efiling or completing Local Earned Income Tax form • Assist employers or payroll managers on filing quarterly Earn Income Tax/Local Service Tax and Business Privilege/Mercantile Tax • Generate datasheets and KITs for extended services.
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Senior Tax Analyst/ Small Business And Aftr CertifiedH&R Block Jan 2021 - PresentKansas City, Mo, UsConduct tax interviews (in person and through virtual tools - video conferencing, phone, chat and email) to clients with diverse tax needs • Inform clients or employers on the tax preparation process • Collect relevant financial records, including pay stubs and income statements • Input data from financial records into tax return software (BlockWorks) • Utilize applicable federal, state and local tax laws to determine deductions/credits and how much each client will pay or earn on the return • Complete and file tax documents with appropriate agencies, like the IRS, state and local government entities • Provide tax planning recommendation that will increase the client’s financial portfolio and to achieve better results on future tax returns • Acting as a representative for clients with applicable agencies as required • Build customer relationships to generate business growth, increase client retention, and offer additional products and services. -
Multi-Unit Team LeaderH&R Block Sep 2016 - Dec 2020Kansas City, Mo, UsOperations: Daily management and performance analysis of three H&R Block tax offices with a revenue of $800k • Conversions of tax returns, appointments and service breaks • Monitor phone protocol, appointment manager and calling campaigns • Generate and track revenue reports • Manage daily open/close procedures • Manage SOP's, schedules, accurate timekeeping, overtime and timecard approval.Front-line Manager: Leadership and development of two associate team leaders, twenty seven tax associates and eight client service specialist • Ensure implementation of policies and procedures to increase effectiveness and efficiency of offices • Provide on-job-training, growth & development opportunities to direct reports • Review and reinforce models to include service expectations • Ensure clients are offered a full range of tax plus services • Assess performance and conduct timely performance reviews • Investigate and resolve employee concerns and implement necessary corrective action with ARC support • Build a collaborative team environment • Advise and counsel direct reports on tax compliance requirements. Customer Service: Train, share best practices, supervise and coach associates to get desired results to improve the client experience • Ensure outstanding client service is maintained while meeting or exceeding the office goals • Ensure clients are matched to a tax professional who meets or exceeds their tax preparation needs • Resolve client issues and manage issuance of client discounts/refunds • Ensure client privacy, data confidentiality and monitor potential client fraud.Book of Business: Prospect and increase local employer partnerships through networking and sponsorships of referral programs, co-branded events and collateral distribution • Ensure brand compliance and team engagement of marketing executions through lead measures, cadence of accountability and scorecards for local marketing, visibility and event executions.
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Preseason ManagerH&R Block Jul 2016 - Dec 2020Kansas City, Mo, UsAssist District Manager with recruitment of Office Managers, Team Leaders, Tax Professionals and Receptionist • Interview prior and new applicants • Manage the onboarding process for two-hundred associates • Provide guidance on selective training, IRS continuation education requirements and employment opportunities • Establish predictive staffing model for upcoming tax season • Conduct Skills to Win and Focus Workshop sessions.
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District Marketing CoordinatorH&R Block Oct 2014 - Sep 2016Kansas City, Mo, UsCollaborate with the regional marketing manager on the development and implementation of national campaign opportunities for two districts through B2B partnerships, local marketing, seminars, and events to accelerate client growth • Prospect and increase national and local employer businesses and, nonprofit partnerships through networking and sponsorships of referral programs, co-branded events and collateral distribution • Deliver specific and identifiable results of marketing objectives through customer behavior, competitive, and marketing analysis • Conduct marketing workshops for thirty-one retail offices designed to lead and motivate office managers to identify marketing opportunities, target appropriate audience and coach their teams for the execution of local marketing through a national weekly drumbeat • Ensure brand compliance and team engagement of marketing executions through lead measures, cadence of accountability and scorecards for local marketing, visibility and event executions.
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Executive ProducerKaplan Radio Jun 2014 - Aug 2014Managed department teams with objectives of implementing projects that assisted the company in moving forward with their Social Media presence (FaceBook and Like4Like) and procedures for measuring audience engagement • Collaborated with Vice President on the merge of two divisions and the development of processes for internal policies • Managed an operational team in the transition of the station's radio platform (Live365 to Radionomy).
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Marketing ConsultantClear Channel Airports Mar 2013 - Mar 2014New York, Ny, UsAnalyzed the Latin America and Caribbean markets to develop innovative awareness strategies of brands, names, products, and services through the selling of backlits, banners, digital displays, floor exhibits, kiosk, wraps, and clings for advertising space • Researched global consumer behavior to create ROI results and was the first to achieve a cross-sell challenge of $162k, resulting in a competitive block that lead to the purchase of an additional $103k of advertising space • Collaborated with the graphics department on executing client objectives including artwork submissions, mechanical specs, timelines, and project statuses. -
Senior Project ManagerIncisive Media Jul 2000 - Jul 2010London, England, GbPlanned, initiated, implemented, and executed print and online products with the collaboration of internal and external stakeholders on objectives, budgets, schedules, mechanical requirements, file submissions, and project statuses • Performed quality control procedures, and prepress functions of InDesign files, layout, image format, press PDFs, eBooks, turning pages, soft proofs, and press signatures • Supplied campaign creative updates and tracking links through an ad-serving platform of insertion orders, advertisements, editorial copy, printing and reprint requests • Reduced cost of outsourcing by implementing an in-house U.S. media print production division that aligned with the UK production division • Business process management of transition from traditional to CTP (Computer to Plate) printing • System analyst of in-house hardware & software. -
Production CoordinatorAmerican Showcase Jul 1998 - Jan 2000Coordinated and press checked photography and illustration directories with a page count of 1000+, designed to meet the needs of professionals who sought creative services for the media, advertising, production and fashion industries • Tracked expenses, timelines, insertion orders, mechanical boards and artwork • Quality control of electronic files, artwork, film, progressives and press signatures • Overseas press checks: six weeks from October—November and three weeks in April.
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Project/Office ManagerDelucia Leutwyler, Inc Feb 1997 - May 1998Managed operational aspects of a design company; hiring of foreign exchange students and U.S. interns, health coverage for US employees, payroll and office renovation • Tracked expenses, timelines, mechanical specifications, insertion orders, artwork and paper stock for the reproduction of marketing brochures, BRE’s and IMC’s • System analyst of in-house server and MAC hardware & software.
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Senior Event Project CoordinatorTurner Entertainment Oct 1989 - Oct 1996UsCoordinated exhibit booths for international and domestic trade exhibitions • Coordinated on-site exhibition setup and served as point person for show management; floor plans, booth space, event contracts/guidelines and deliveries of sales/promotional materials • Coordinated with art director, marketing, exhibit house, show management, designers, printers and freelancers from concept design to production of booth displays, c-prints, durotrans, props, standees, sales materials, celebrity appearance and costume characters • System analyst of in-house color printers, scanners and MAC hardware & software.
Lillian Lopez Skills
Lillian Lopez Education Details
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Kaplan UniversityNew Media And Internet Marketing -
Borough Of Manhattan Community CollegeSbe
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Commercial Programming UnlimitedData Processing With Business Fundamentals
Frequently Asked Questions about Lillian Lopez
What company does Lillian Lopez work for?
Lillian Lopez works for Keystone Collections Group
What is Lillian Lopez's role at the current company?
Lillian Lopez's current role is Tax Planning and Preparation/Business Development/Brand Management.
What is Lillian Lopez's email address?
Lillian Lopez's email address is li****@****dia.com
What is Lillian Lopez's direct phone number?
Lillian Lopez's direct phone number is +134789*****
What schools did Lillian Lopez attend?
Lillian Lopez attended Kaplan University, Borough Of Manhattan Community College, Commercial Programming Unlimited.
What are some of Lillian Lopez's interests?
Lillian Lopez has interest in Education, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture, Health.
What skills is Lillian Lopez known for?
Lillian Lopez has skills like Word, Photoshop, Excel, Indesign, Troubleshooting, Adobe Acrobat, Pivotal, Systems Analysis, Newsletters, Brochures, Microsoft Office, Cms.
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