Lea Rincon
Brooklyn,NY
Summary
Results-driven Tax Preparation Manager experienced in overseeing tax preparation operations and managing teams to ensure compliance with federal and state tax regulations. Achieved increased productivity and maintained compliance standards through effective staff development, quality control, and client relationship management. Focused on delivering exceptional client service while leading high-performing teams in fast-paced environments.
Overview
20
20
years of professional experience
Work History
District Staffing Lead
H & R Block Tax Services
Brooklyn, United States
07.2019 - Current
- Recruited and hired qualified candidates to fill open positions.
- Interviewed, hired and trained new employees.
- Led process improvements and trained staff to enhance operational efficiency.
- Created training modules and documentation to train staff.
- Cross-trained employees on various roles to ensure consistent coverage and team flexibility.
- Utilized sound judgment to escalate concerns and resolve issues effectively.
- Monitored compliance with federal and state laws associated with H & R Block daily functions.
- Upheld the company's high standards for business via leading by example and encouraging team members to adhere to corporate policies.
- Upholding the company's high standards for business via leading by example and encouraging team members to adhere to corporate policies.
Multi Unit Team Leader
H & R Block Tax Services
Brooklyn, United States
11.2007 - 04.2026
- Led daily tax office operations, supervising tax professionals to ensure efficient workflow during peak and off-season periods.
- Reviewed individual and small business tax returns to ensure accuracy and compliance with current tax laws.
- Assisted clients with tax planning strategies and resolved complex tax issues.
- Maintained quality assurance standards and implemented corrective actions when necessary.
- Monitored office performance and client satisfaction metrics, identifying areas for improvement and enhancing service delivery.
- Ensured compliance with company policies, IRS regulations, and state tax requirements.
- Developed and maintained strong client relationships, resulting in increased client retention.
Sr. Tax Preparer
H&R Resources
Brooklyn, New York
11.2006 - 04.2007
- Prepared and reviewed federal and state income tax returns for individuals and small businesses.
- Analyzed financial records to identify deductions and tax credits, maximizing client refunds.
- Researched tax regulations to deliver accurate tax advice, enhancing client compliance and satisfaction.
- Maintained client confidentiality and ensured data security to protect sensitive information.
Education
Bachelor of Science - Business Management
Berkeley College
05-2000
Associate of Science - Accounting And Business Management
Berkeley College
05-1998
Core Competencies
Tax Preparation Management, Individual Tax Returns, Tax Compliance, Team Leadership, Client Relationship
Management, Quality Review, Workflow Coordination, IRS Regulations, Training & Coaching, Problem Resolution,
Microsoft Office, Data Accuracy, ICisms, Copilot, Workday.
Timeline
District Staffing Lead
H & R Block Tax Services
07.2019 - Current
Multi Unit Team Leader
H & R Block Tax Services
11.2007 - 04.2026
Sr. Tax Preparer
H&R Resources
11.2006 - 04.2007
Associate of Science - Accounting And Business Management
Berkeley College
Bachelor of Science - Business Management
Berkeley College