What are the responsibilities and job description for the Senior 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 the Senior Block Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client onboarding, 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.
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 the Senior Block Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client onboarding, 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…
- Accurately process various forms of financial information and materials, ensuring compliance with relevant reporting requirements
- Perform complex accounting tasks, including detailed data entry, comprehensive bank reconciliations, and advanced payroll management
- Conduct thorough reconciliation of accounts, categorizing transactions appropriately and resolving any discrepancies
- Compile and review monthly, quarterly, and annual financial reports, including balance sheets, income statements, and cash flow statements
- Address and resolve client accounting irregularities, providing expert advice and exceptional customer service
- Prepare and facilitate the processing of payroll for clients, as well as payroll tax filings, prepare 1099s and W-2s
- Partner with Account Managers and Tax Strategist, providing advanced bookkeeping and payroll information to support the delivery of various services
- Assist in client service coverage as needed, ensuring consistent and high-quality service delivery
- Communicate effectively with account managers, clients, suppliers, vendors, and banking contacts to ensure seamless service delivery
- Identify and generate growth opportunities for Block Advisors, enhancing client retention through strategic referrals and partnerships
- At least 5 years of advanced knowledge of bookkeeping practices, generally accepted accounting principles and procedures
- National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications
- Proficient with Microsoft Office, specifically Word, Excel and Open Office
- Ability to multi-task
- Proficient with bookkeeping software, spreadsheets, payroll software, and database management. Ability to adapt to new tools and automation
- Analytical and must be detail oriented
- Good verbal and written skills
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.