Customer Service & Compliance Team Leader

Devin Halpine

Phone: 682-***-**** Email: ************@*****.*** Location: Arlington, TX

Professional Summary

Dependable professional with proven success in customer service, compliance, and team support. Skilled at building trust, solving problems calmly under pressure, and keeping operations organized. Recognized for empathy, adaptability, and strong communication.

Key Skills

Office Administration • Customer Service • Scheduling • Conflict Resolution • Client Relations • Team Leadership Work Experience

Associate Team Leader — H&R Block, Arlington, TX Dec 2019–Apr 2026 Led and coached tax office staff, improving accuracy and efficiency under seasonal pressure. Resolved complex client concerns with empathy, boosting satisfaction and retention. Re-engaged clients with targeted outreach campaigns, increasing return visits. Coordinated office operations, balancing corporate expectations with staff needs. Retirement Plan Account Manager — Benefit Plans, Inc., Omaha, NE Aug 2022–May 2024 Managed 60+ retirement plans, ensuring compliance with IRS rules and deadlines. Served as primary contact for sponsors and advisors, building strong client relationships. Reconciled reports and maintained accurate balances across systems. Collaborated with auditors and vendors to resolve discrepancies quickly and accurately. Special Education Paraprofessional — Grand Prairie ISD, Grand Prairie, TX Dec 2016–Dec 2019 Supported academic and behavioral goals for students with special needs. Reinforced IEP objectives through adapted activities and one-on-one support. Education

B.A. in French, Minor in Anthropology — Texas State University, San Marcos, TX May 2014 Magna Cum Laude GPA: 3.81

Certifications

Certified Tax Preparer — H&R Block (2020) • Excel Training (2022) • Bookkeeping Training (2024)