Shannon Herr

*** ***** ****, ****** *****, TN, **079

Phone: 931-***-****

Email: adn9di@r.postjobfree.com

Ability Summary

** *** *****, *****-******** knowledge - (Microsoft family of products), power-point presentations, public speaking, recruiting talent for district associate hiring, report and data analysis, detail oriented, organized, professional, exceptional customer service skills - with proven track record (Customer experience Surveys), team player, goal oriented, mentor-ship/professional developement growth coach. Employment History

10/2011 -

07/2021

Tax Professional

H&R Block, Clarksville, TN

Income tax course instructor from October - December 2019, then tax preparer from Janurary - present

08/2013 -

12/2019

Field Tax Training School Instructor

Hrb Professional Resources Llc, Clarksville, TN

Effectively taught various courses and training classes while maintaining respect for students with different levels or skill and comprehension.

Utilized course materials, to include instructor guides, participant guides, instructor hand-outs and other teaching aids to deliver course content as designed. Presented and facilitated training classes using a variety of techniques such as exercise, case studies, skills practice along with question and answer sessions. Recorded attendance and scores in a timely manner according to the direction of the District General Manager.

Deposited fees received for course administration in a timely manner as applicable for the course or seminar.

12/2016 -

04/2018

Office Manager

Hrb Resources, Llc, Clarksville, TN

Supervised and Managed a retail tax office during tax season of 20 associates. Taught tax theory and law before tax season and after tax season was Office Lead for the year round tax preparation office.

Accomplished, with proven track record, tax season goal and exceeded that goal by 1.6%. The office had to generate the most revenue out of 23 offices in the district during tax season. We accomplished this goal by April 30, 2017.

I am now currently Supervising two office locations in Clarksville and both offices are up in revenue to last year. We are on track to make our revenue goals for both locations. 12/2016 -

05/2017

Office Manager II / Pre season Lead

Hrb Resources, Llc, Clarksville, TN

Supervised and Managed a retail tax office during tax season of 20 associates. Guided and mentored the team to achieve desired targets and encouraged them to continue striving to excel in all areas of the tax business. Most importantly providing exceptional client service thus increasing client retention versus last year and increasing attach rates on products and services verses last year. Engaged with fellow CSL's and occasionally facilitated on leadership development training with products and services. Attended and engaged in web ex and group meetings and trainings on a weekly basis. Coached and guided team on conversion activities and the development of B2B partnerships. Accomplished, with proven track record, tax season goal and exceeded that goal by 1.6%. The office had to generate the most revenue out of 23 offices in the district during tax season. We accomplished this goal by April 30, 2017. 08/2010 -

09/2014

Administrative Assistant

H & R Block, Clarksville, TN

Processed and submitted A/P for the district.

Kept accurate employee files.

Assisted the District Manager with hiring procedures. Worked with District Operations Coordinator on set up and break down of offices. Assisted Office Leaders with client issues.

Participated in meetings and training sessions.

Taught skills classes to Client Service Professionals and Tax Professionals. Submitted spreadsheets and reports to DM and DOC on a constant basis. Assisted management with report tracking, revenue and P and L reviews. Received, screened and distributed incoming and outgoing mail. Answered telephone calls and emails and directed to appropriate departments. Created spreadsheets for multiple departments to assist with tracking new hires and class rosters.

Maintained a professional demeanor at all times.

Maintained a clean and well organized office space Assisted the District Manager with scheduling of interview candidates, special events and coordinated set up and break down of special events. 04/2014 -

07/2014

Preseason Lead

H&R Block, Clarksville, TN

Managed day to day operations of a tax office

Monitored and adjusted associate schedules

Tracked daily goals and lag measures of previous days revenue. Marketed the area for new client growth

Marketed for upcoming classes

Prepared accurate tax returns for current and prior years Assisted clients with IRS letters and completed amendments if necessary. Monitored daily bookkeeping and petty cash.

Kept team up to date on products, services, and changes via huddles or email. Conducted one on one sessions with the District Manger Attended weekly Office Leader meetings via conference call. 01/2007 -

04/2010

Client Service Professional

H&R Block, Clarksville, TN

Provided Client Service expertise

Answered multi phone line system

Entered tax season appointments in Appointment Manager computer system Handled customer expectations swiftly.

Monitored front office waiting room area.

Kept a well organized reception desk.

Delivered incoming mail to the appropriate departments Answered client questions about products and services in a warm and friendly manner. Greeted every client that entered the office and over the phone. Matched each client with a tax professional that could address each client's individual needs. Kept calm in a very high paced environment for long durations of time. Education and Training

01/1993

High School

High School Diploma

Miami Springs Senior High School, FL

Occupational Licenses and Certificates

06/2014 -

06/2017

Public Notary

State of Tennessee

01/2014 -

12/2020

Tax Preparer

IRS

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