Harold Correa

Multi-unit Team Leader Tax Pro and Auditor @H&R Block

Ft. Lauderdale, FL, US

Managed office staffing, operations, and logistics for three offices with a total of thirty-six associates.• Assemble tax return packages for client/government filings, including e-filings.• Create financial and statistical tools and reports for management, using spreadsheets.• Manage, organize, and updated relevant data using database applications.• Maintain and track the extended returns and mark returns completed and roll them to next year’s due date.• Setup and coordinate client meetings and conferences• Electronically filed all correspondence in document management system.• Organized and order forms, periodicals, and related supplies.• Constant customer service, answer telephones met and greeted clients and visitors.• Prepared complex tax returns for individuals and corporations.• Assisted the District GM in recruiting and interviewing candidates for tax office associate positions.• Partnered with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement.