Lillian Lopez Email & Phone Number

Hellertown, Pa, Us

Irwin, Pa, Us

Office 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.

Kansas City, Mo, Us

Conduct 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.

Kansas City, Mo, Us

Operations: 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.

Kansas City, Mo, Us

Assist 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.

Kansas City, Mo, Us

Collaborate 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.

Managed 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).

New York, Ny, Us

Analyzed 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.

London, England, Gb

Planned, 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.

Coordinated 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.

Managed 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.

Us

Coordinated 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.

Bachelor'S Degree, Business Administration, New Media And Internet Marketing

Associates, Sbe

Diploma, Data Processing With Business Fundamentals