Associate Client Advisor-Small Bus
3 weeks ago
Job Description:
Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process.Day to day, you'll...
- Prepare 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
- Experience with PeopleSoft general ledger and query preferred
- Strong knowledge of tax law and statutory regulations
- Minimum of 2 years accounting experience
- Minimum of 1 year business tax/entity returns experience
- Knowledge of GAAP
- Knowledge of integrated online accounting applications
- Effective oral, written and interpersonal communication skills
- Demonstrated critical thinking skills
- Ability to handle multiple tasks and project simultaneously
- Demonstrated ability to meet deadlines
- Proficiency in MS Word and Excel including ability to use macros, pivot tables, and query
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Tax Advisor
2 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title: Associate Client Advisor-Small Bus & TaxWe are seeking a highly skilled and experienced Associate Client Advisor-Small Bus & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax advice and financial planning services to our small business clients.Key Responsibilities:Prepare and submit...
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Tax Advisor
2 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title:Associate Client Advisor-Small Bus & TaxAbout the Role:We are seeking a highly skilled and experienced Associate Client Advisor-Small Bus & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax advice and financial planning services to our clients.Key Responsibilities:Prepare and submit tax...
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Associate Client Advisor-Small Bus
3 weeks ago
Virginia Beach, United States H&R Block Full timeJob Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...
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Associate Client Advisor-Small Bus
2 weeks ago
Virginia Beach, United States H&R Block Full timeJob Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...
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Associate Client Advisor-Small Bus
2 weeks ago
Virginia Beach, United States H&R Block Full timeJob Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...
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Associate Client Advisor-Small Bus
2 weeks ago
Virginia Beach, United States H&R Block Full timeJob Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...
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Associate Client Advisor-Small Bus
3 weeks ago
Virginia Beach, United States H&R Block Full timeJob Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...
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Associate Client Advisor-Small Bus
2 weeks ago
Virginia Beach, VA, United States H&R Block Full timeJob Description: Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax...
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Associate Client Advisor-Small Bus
3 weeks ago
Virginia Beach, VA, United States H&R Block Full timeJob Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...
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Associate Client Advisor-Small Bus
3 weeks ago
Virginia Beach, VA, United States H&R Block Full timeJob Description:Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters...
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Tax Advisor
4 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title: Associate Client Advisor - Small BusinessAt H&R Block, we're seeking a highly skilled Associate Client Advisor to join our team. As a key member of our small business team, you'll play a critical role in providing expert financial and tax advice to our clients.Key Responsibilities:Prepare and submit tax statements, financial reports, and BAS...
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Client Advisor-Small Business and Tax
3 months ago
Virginia Beach, United States H&R Block Full timeJob Description: Applies principles of accounting to analyze financial information and prepare financial reports. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Attention to...
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Client Services Associate
4 weeks ago
Virginia Beach, Virginia, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our financial operations team, you will be responsible for providing exceptional support to our Financial Advisors and their clients.Key ResponsibilitiesProvide daily administrative support to assigned Financial Advisors,...
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Client Services Associate
1 month ago
Virginia Beach, Virginia, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our Financial Services department, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations and exceptional customer experiences.Key ResponsibilitiesProvide...
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Associate Financial Advisor
2 weeks ago
North Beach, Maryland, United States Edward Jones Full timeJob OverviewAs an Associate Financial Advisor at Edward Jones, you will play a critical role in serving clients, growing the branch, and positively impacting communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds to...
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Client Service Representative
2 weeks ago
Fort Walton Beach, United States Advisor Employee Services Full timeClient Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Walton Beach, FL...
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Client Service Associate
4 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key Responsibilities:Client Support...
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Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key Responsibilities:Client Support...
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Block Advisors Accounting Specialist
3 weeks ago
Virginia Beach, United States H&R Block Full timeJob Description: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. Partner with Tax...
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Block Advisors Accounting Specialist
3 weeks ago
Virginia Beach, United States H&R Block Full timeJob Description: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. Partner with Tax...