What are the responsibilities and job description for the Block Advisors Accounting Specialist position at H&R Block?
Our Company
We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...
As a Block Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client on-boarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. You will partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
Day to day, you’ll…
Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.
Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
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We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...
As a Block Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client on-boarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. You will partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
Day to day, you’ll…
- Process various forms of financial information and materials and enter financial information into accounting or other financial systems, while complying with relevant reporting requirements
- Compile monthly and quarterly reporting as needed
- Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts and assist in client service coverage as needed to ensure service deliver
- Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return
- Provide assessment of client business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows)
- Prepare and facilitate the processing of client payroll, calculate and prepare tax payments, and generate 1099 and W-2 documents for clients
- Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships
- High school diploma or equivalent
- Ability to correctly interpret and apply complex instructions, policies and regulations
- Ability to multi-task in multiple window applications
- Ability to work independently with minimal supervision
- Experience using Microsoft Office tools
- Knowledge of Generally Accepted Accounting Principles
- 2 years minimum related work experience
- National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications
- Effective oral, written, and interpersonal communication skills
- Prior experience in client service or customer relationship management
- Xero software experience
- Quickbooks
Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.
Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
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