Alma Arias
Tucson
Summary
Highly motivated individual seeking a position as a multi-team leader, adequately prepared to contribute to the development of the company with office management experience, and to build a long-term career with the company.
Overview
10
10
years of professional experience
Work History
Multi-Unit Team Leader
H&R Block
Tucson
11.2019 - 05.2025
- Oversee the performance of three offices and manage tax associates.
- Created work schedules for tax associates to ensure adequate daily coverage.
- Delivered exceptional customer service consistently across all offices.
- Monitored daily revenue, client growth, and tax preparation metrics to achieve targets.
- Conducted meetings with associates to review progress toward seasonal goals.
Preseason Manager
H&R Block
Tucson
07.2021 - 12.2024
- Managed and hired tax professionals across 26 Tucson District offices.
- Onboarded new and prior employees with training and new-hire documentation.
- Accomplish multiple tasks within established timeframes.
- Recruited, interviewed, and hired employees, and implemented mentoring to promote positive feedback and engagement.
- Developed leads and identified new business opportunities through prospecting first-year tax professionals.
Preseason Tax Professional
H&R Block
Tucson
08.2017 - 12.2022
- Prepared tax preparations and amendments by appointment and walk-ins. Ensure that excellent customer service is provided at all times.
- Assist customers with IRS tax notices.
- Ensure we call all of our customers three days in advance to confirm appointments, and no CDA's appointment is missed.
Office Manager II
H&R Block
Tucson
11.2017 - 04.2019
- Manage and oversee two offices and tax associates.
- Create work schedules for tax associates, and ensure tax associates' coverage meets the office's daily needs.
- Ensure that excellent customer service is provided at all times
- Ensure we meet daily revenue, new client growth, and total tax preparation metrics. Meet with associates to discuss daily progress towards our seasonal targets.
Insurance Agent
American National
Tucson
10.2015 - 12.2017
- Develop leads, schedule appointments, and identify customer needs.
- Build long-lasting relationships with customers.
- Meet life insurance sales goals.
- Deposit funds.
Office Manager
H&R Block
Tucson
11.2015 - 04.2016
- Create a successful team among employees.
- Ensure that excellent customer service is provided at all times.
- Provide financial services to customers.
- Promote and market the office.
Education
Life Insuranse
Arizona Department Of License: Life And Health
Tucson, AZ12-2015
Tax Preparation
H&R Block
Tucson04-2015
Skills
- Proficient in Microsoft Word, typing, and Excel
- Fluent in English and Spanish, both verbally and in writing
- Conflict resolution
- Revenue monitoring
- Staff recruitment
- Effective communication
- Goal setting
Accomplishments
- Promoted to office manager within second tax season
- Promoted to Multi-unit Team Leader within 3rd tax season
Timeline
Preseason Manager
H&R Block
07.2021 - 12.2024
Multi-Unit Team Leader
H&R Block
11.2019 - 05.2025
Office Manager II
H&R Block
11.2017 - 04.2019
Preseason Tax Professional
H&R Block
08.2017 - 12.2022
Office Manager
H&R Block
11.2015 - 04.2016
Insurance Agent
American National
10.2015 - 12.2017
Life Insuranse
Arizona Department Of License: Life And Health
Tax Preparation
H&R Block
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