LaCona Sechrest
Sapulpa,OK
Summary
Results-driven professional with extensive experience in tax preparation and team leadership. Proven ability to train and mentor staff, enhancing workflow efficiency and client relations. Maintains compliance and high satisfaction levels during peak seasons. Successfully facilitated operations for a new office opening mid-season, achieving targets consistently throughout leadership roles. I feel the different roles and skills I have accomplished over my 24 years with H&R Block are aligned for the AEL position and the direction the company is going.
Overview
21
21
years of professional experience
Work History
Multi-Team Lead
H&R Block
Sand Springs, OK
01.2026 - Current
- Led team in accurate tax preparation for clients, ensuring compliance with regulations.
- Trained new members on software usage and compliance procedures to enhance efficiency.
- Coordinated scheduling to optimize client appointments, enhancing service delivery.
- Assisted clients in understanding tax documents and filing processes, ensuring clarity in submissions.
- Managed communication between team members to boost workflow efficiency and collaboration.
- Resolved client inquiries promptly, maintaining professionalism and high satisfaction levels.
- Motivated staff through recognition programs, fostering a culture of excellence and professional development.
- Assisted Tax Pros in finalizing the new Go-System program throughout the District.
- I had Leadership over 3 offices during the season (Sand Springs, Crystal City & South Lewis)
Emerald Advance Lead
H&R Block
Sapulpa, Oklahoma
10.2023 - Current
- Led the company with tax season appointment settings, campaign calling and EA appointments.
- Collaborated with diverse teams to achieve objectives and resolve product-related issues.
- Enhanced customer satisfaction by delivering knowledgeable and friendly service.
- Proposed innovative solutions to improve team performance and outcomes.
- Executed daily responsibilities with accuracy and efficiency.
- Engaged customers in conversation using effective interpersonal skills.
Family Owned Business
JBC Construction LLC
Sapulpa, OK
05.2005 - 09.2023
- Worked this job while during Tax Seasons
- Handled incoming calls and inquiries with professionalism and courtesy.
- Processed payroll for employees using specialized software, ensuring compliance with federal and state regulations.
- Managed weekly payroll duties, submitting data to payroll contractor efficiently.
- Issued employee paychecks and detailed statements of earnings and deductions, ensuring clarity and transparency for employees.
- Maintained accurate employee records, ensuring timely updates and compliance with regulations.
- Calculated wages, including overtime, salary increases, and bonuses.
- Performed regular reconciliation of payroll accounts to ensure accuracy.
- Supported audits by preparing documentation and coordinating with external auditors and government agencies.
Multi Team Lead
H&R Block
Sapulpa, Oklahoma
01.2008 - 04.2018
- Coordinated workflows and schedules to enhance team productivity and meet deadlines.
- Led a team of tax professionals in delivering client services during tax season.
- Managed workflow to guarantee timely completion of client tax returns, minimizing delays.
- Led team in delivering exceptional customer service during tax preparation season.
- Trained new staff on tax preparation processes and software systems to ensure service quality.
- Led 3 different offices (Sapulpa, Glenpool & Jenks)
Education
High School Diploma -
Central Vo-Tech
Sapulpa, OK08-1993
High School Diploma -
Sapulpa High School
Sapulpa, OK05-1993
Skills
- Tax compliance and optimization
- Client relationship management
- Workflow and shift management
- Team training and development
- Performance management
- Problem solving
- Microsoft Office proficiency
- Conflict resolution with clients by phone or in person
Timeline
Multi-Team Lead
H&R Block
01.2026 - Current
Emerald Advance Lead
H&R Block
10.2023 - Current
Multi Team Lead
H&R Block
01.2008 - 04.2018
Family Owned Business
JBC Construction LLC
05.2005 - 09.2023
High School Diploma -
Central Vo-Tech
High School Diploma -
Sapulpa High School