2 Lead Client Advisor-Small Business and Tax Jobs in Chicago, IL

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Lead Client Advisor-Small Business and Tax

H&R Block

Chicago, IL | Full Time

$93k-113k (estimate)

3 Weeks Ago

Client Advisor-Small Business and Tax

H&R Block

Chicago, IL | Full Time

$73k-92k (estimate)

5 Months Ago

Lead Client Advisor-Small Business and Tax

H&R Block Chicago, IL

$93k-113k (estimate)

Full Time | Business Services 3 Weeks Ago

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H&R Block is Hiring a Lead Client Advisor-Small Business and Tax Near Chicago, IL

Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.
Day to Day, you'll...

Prepare complex tax statements, financial statements and BAS statements at required intervals
Create and return statements and documents to clients by set deadlines
Preparing business income tax returns and statements for audits
Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
Identify areas where clients and businesses can reduce tax, make claims and increase profit
Engage regularly with clients and maintaining strong relationships
Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends.
Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems.
Process subsystems or subsidiary interfaces. Validate the accuracy of the interfaced data. Perform follow up and resolution of determined issues.
Provides guidance and assistance to Tax Accountants and Senior Tax Accountants as needed.