William Smith Email & Phone Number

98 Elm St West Haven, Ct

Multi-unit Office Manager and Tax AdvisorLeading the West Haven, Branford, and Cromwell Connecticut Block Advisors Teams.Responsible for the overall growth and leadership of multiple offices offering Tax and Business Services.Complete tax, bookkeeping, and Payroll service.

West Haven, Ct

Responsible for the daily support of the Tax Office Management Team for the Bridgeport CT South and Springfield MA Districts. Previously also for Westchester, NY and New Haven Central, CT Districts.Provide administrative support to multiple districts in the areas of customer service, operational reports, status of seasonal hires, and supplies related to the district offices. Repair and replace items in assigned tax offices. Deliver supplies and other mail between the district offices and branch offices within the districts.Document and notify management of any appearance or maintenance problems in the offices.Worked independently or directed a team of workers depending on project to be completed.

116 Boston Post Road Orange, Ct 06477

Responsible for the overall growth, leadership and development of a busy office.•Implemented training for associates which led to a 300% 2nd Look take rate improvement.•Developed coaching for Tax Pros which increased Tax Identity shield sales by 78.4%•Won the 2016 Second Look Second Chance competition.•Ensuring outstanding client service•Setting office goals and driving performance to exceed goals•All office operations, local marketing, recruiting and staffing•Supervising, training, and coaching of all tax professionals and client service professionals•Investigate and resolve employee concerns (with HR support)•Advise & counsel direct reports on tax compliance requirements•Implementing company policies and ensuring compliance•Serving as a role model for associates on business development•Being a knowledgeable resource on tax products and topics•Assisting the District Manager in plan to achieve client retention and revenue goals•Organized and executed promotional events to attract potential clients to H&R Block. •Assisted clients with relevant tax filing information.•Scheduled and confirmed daily client appointments.•Handled tax filing payments and client income tax refunds.•Maintained confidential client files, including personal documents, receipts and audit letters.

116 Boston Post Road Orange, Ct 06477

I look at my client's life through tax and find ways to help! I have been focused on quality client service for almost a decade with the largest tax preparation firm in the industry. As a representative of H&R Block, I am responsible for preparing complete and accurate tax returns while delivering outstanding client service.My regular duties include:•Conducting tax interviews with clients•Ensuring client confidentiality and privacy•Increasing retention of all clients•Offering additional products and services•Actively participate in local marketing•IRS audit support & attendance•Generating business growth•Growing tax expertise•Providing mentoring and supporting teammates

Shelton, Ct