Melissa E Carmona
H and R Block
Jurupa Valley
21
years of professional experience
Experienced with office administration, including managing daily operations and focus on productive work environment. Over 30 years of customer service related support. 21 years of tax preparation experience. 17 years of managerial experience including 14 years managing multi units. Committed to drive team success and strive to meet company goals. Ability to work with diverse group of people and help maintain great customer service. Willing to learn unfamiliar tasks to accommodate work environment.
Work History
Office Manager
16 Years 8 Months- Managed multiple teams(staffing and operations), keeping aligned with company goals
- Mentored and grew staff for optimal performance
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Prepared returns for clients
- Managed scheduling for client appointments, optimizing resource allocation and staff availability.
- Oversaw inventory management, ensuring adequate supplies while minimizing unnecessary expenditures.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Supervised daily office operations to ensure efficient workflow and compliance with company policies.
Tax Preparer
20 Years 8 Months- Coached employees on performance and skill development in a team environment.
- Prepared federal and state tax returns for individuals and small businesses, ensuring compliance with regulations.
- Analyzed financial information to identify potential deductions and credits for clients.
- Conducted client interviews to gather necessary documentation and clarify tax situations.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Completed and filed returns with tax departments at local, state, and federal levels.
Education
Associates in Science - Bachelors of Science, Accounting
Bachelor of Science
Skills
Multi-unit management
Scheduling and calendar management
Documentation and control
Client relations
Appointment scheduling
Training and coaching
Teamwork and collaboration
Team collaboration
Relationship building
Timeline
Office Manager
H and R Block
11.2009 - 07.2026Read More
Tax Preparer
H and R Block
11.2005 - 07.2026Read More
RCC
Associates in Science from Bachelors of Science, Accounting
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Western Governors University
Bachelor of Science
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