Rajwinder Kaur

• Conducted interviews to prepare accurate tax returns, utilizing Block's customer service programs and providing clients with tax information and savings suggestions. • Practices excellent client service techniques to maximize the number of new and returning clients, not limited to but including contacting prior clients through the company client connect as directed. • Completes the required documentation for E-file and Instant refund service and delivers the service s according to company procedures. Collected all payments from clients according to company policy. according to current company policy and procedures. • Review's the status of COD, Hold and Drop off returns on an ongoing basis, following up with the clients as necessary and review bulletin board items and responds accordingly. • Answered questions from clients and colleagues to provide accurate information. or handle inquiries from client and other Block associates, in person or on the phone and conducts any necessary research that may be required to provide complete and accurate responses. • Assist other associates in the office in a team environment as required for the purpose of enhancing the client experience. • Demonstrate competency in the area of income tax knowledge and utilizes Block's continuing professional education programs to attain, maintain and strengthen tax expertise.

• Prepared individual and business tax returns using H & R Block software.
• Assisted clients in gathering necessary tax documentation and information.
• Explained tax laws and regulations to clients in clear, understandable terms.

Customer Experience: Lead and coach the team to provide exceptional customer service. Engage with
customers, offer tailored products and services, and handle escalated customer situations. Provide
leadership and guidance to ensure our customer experience is seamless and focused on longer term
partnerships, especially with our business customers.
Sales Leadership: Drive an inspired and recognition approach through your team to enable strong salesfocused
partnerships with our customers. Create an environment through your leadership in which all
our Sales Associates can be their best for our customers. Utilize sales and metrics reports to create action
plans and achieve business results.
Team Development: Attract, train, develop, and engage associates. Provide clear and regular coaching
and feedback to enable continuous improvement and career centered development is ongoing. Manage
performance appraisals and career action plans.
Operational Excellence: Ensure compliance with Health & Safety, Asset Protection, Privacy, Policies,
and Procedures. Manage inventory, merchandising, and brand standards.
Communication:Maintain daily communication with the team. Ensure consistency and execution of all
sales and customer engagement tools.

• Streamlined daily store operations to improve efficiency.
• Trained new staff on company policies and customer service standards.
• Coordinated product displays to enhance visual merchandising and attract customers.
• Supported daily store operations while ensuring accurate inventory management.
• Trained new staff on company policies and customer service standards.
• Coordinated product displays to enhance visual merchandising and attract customers.