Joseph M

Senior Tax Specialist

Dec 2024 - Present • 1 yr 5 mos

With over 10 years of experience at H&R Block, I bring a unique blend of technical expertise and tax knowledge to my role as a Tax Specialist. My background includes:
 -Technical Proficiency: Extensive experience with H&R Block's Blockworks Online (BWO) software, honed during my tenure as a software engineer in corporate IT where I help to build it. -Tax Preparation: Skilled in preparing simple to medium complexity returns, including those for small businesses, gig workers, and retirees. -Client Support: Passionate about helping clients understand and leverage tax-saving tools like HSA accounts and retirement contributions. -Bilingual Assistance: Occasionally assist Spanish-speaking customers with their tax preparation needs. I thrive on transforming stressful tax situations into moments of relief and joy, often resulting in substantial refunds for my clients. My goal is to make tax season a positive experience for everyone I assist.

Lead Software Engineer

Jun 2018 - Present • 7 yrs 11 mos

Progressed from Software Engineer to Lead Software Engineer, contributing to and leading development of individual income tax software used nationwide by tax professionals and DIY filers. Currently serve as DevOps Squad Lead overseeing development, testing, certification, and deployment of multiple state tax products. Lead and mentor teams of full-time and seasonal engineers and testers, manage releases and hotfixes, and act as a technical SME across the department. Known for driving process improvements, establishing coding standards, supporting next-generation tax engine initiatives, and delivering reliable, compliant tax solutions at scale.