Lead Client Advisor-Small Business and Tax

1 month ago

Naperville, United States H&R Block Full time

Job Description:

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
  • Prepare 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
  • Provide guidance and assistance to Tax Accountants and Senior Tax Accountants as needed
About H&R Block...

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.

We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.

H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.

It would be even better if you also had...
  • Experience with PeopleSoft general ledger and query preferred
  • Strong knowledge of tax law and statutory regulations
What you'll bring to the team...
  • Minimum of 8 years accounting experience
  • Minimum of 5 years business tax/entity returns experience
  • Experience with GAAP
  • Experience with 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
#LI-Onsite #LI-KM2 #hrbjob

  • Lead Client Advisor-Small Business and Tax

    1 week ago

    Naperville, United States H&R Block Full time

    Job Description: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...

  • Lead Client Advisor-Small Business and Tax

    1 month ago

    Naperville, United States H&R Block Full time

    Job Description: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...

  • Tax Advisor for Small Businesses

    4 weeks ago

    Naperville, Illinois, United States H&R Block Full time

    Job Overview:As a Tax Advisor for Small Businesses at H&R Block, you will play a critical role in helping our clients navigate the complexities of tax law and ensure compliance with all relevant regulations. Your expertise will be essential in preparing financial reports, corporate entity and partnership returns, and business income tax returns. You will...

  • Lead Client Advisor-Small Business and Tax

    3 weeks ago

    Naperville, United States H&R Block Full time

    Job DescriptionJob Description: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...

  • Lead Client Advisor-Small Business and Tax

    1 month ago

    Naperville, United States H&R Block Full time

    Job Description: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...

  • Lead Client Advisor-Small Business and Tax

    1 month ago

    Naperville, United States H&R Block Full time

    Job Description: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...

  • Lead Client Advisor-Small Business and Tax

    2 months ago

    Naperville, United States H&R Block Full time

    Job Description: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...

  • Lead Client Advisor-Small Business and Tax

    6 days ago

    Naperville, IL, United States H&R Block Full time

    Job Description: 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...

  • Tax Professional

    1 month ago

    Naperville, Illinois, United States Lauterbach & Amen Full time

    Lauterbach & Amen, LLP is a reputable CPA firm with a strong presence in the accounting industry. With a focus on tax services, we are seeking a skilled Tax Professional to join our team.Key Responsibilities:Prepare accurate and timely federal and state tax returns for individuals and small businesses.Review and organize client documents, ensuring all...

  • Practice Business Manager

    4 weeks ago

    Naperville, Illinois, United States Raymond James Financial Services Full time

    Job SummaryUnder limited supervision, the Practice Business Manager manages the overall growth of the Branch or Financial Advisor's practice. This role utilizes extensive knowledge and skills to provide guidance to associates to resolve moderately complex issues, provide client service, and manage projects.Key ResponsibilitiesDirects the practice's...

  • Practice Business Manager- Naperville, IL

    4 weeks ago

    Naperville, Illinois, United States Raymond James Financial Services Full time

    Job SummaryUnder limited supervision, the Practice Business Manager manages the overall growth of the Branch or Financial Advisor's practice. This role utilizes extensive knowledge and skills to provide guidance to associates, resolve moderately complex issues, and manage projects. The Practice Business Manager directs the practice's day-to-day operational...

  • Seasonal Business Tax Expert

    4 weeks ago

    Naperville, United States Intuit Full time

    Job SummaryWe are seeking a highly motivated and experienced Tax Specialist to join our team at Intuit. As a Seasonal Business Tax Expert, you will be responsible for providing expert guidance and tax preparation services to our customers.Key Responsibilities:Manage complex business tax returns for Partnerships and S CorporationsPrepare and file business and...

  • Business Tax Accountant

    4 weeks ago

    Naperville, United States Intuit Full time

    OverviewAt Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values everyday and nothing is more important to us than the success of our customers.You will be working toward advancing our goal of Powering Prosperity Around the...

  • Financial Advisor

    1 month ago

    naperville, United States Thrivent Full time

    About the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...

  • Financial Advisor

    1 month ago

    naperville, United States Thrivent Full time

    About the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...

  • Tax Consultant

    4 weeks ago

    Naperville, Illinois, United States Sikich Full time

    Job Summary:Sikich is seeking an experienced Tax Staff Accountant to join our team. As a Tax Staff Accountant, you will be responsible for preparing tax returns, building and maintaining client relationships, and assisting with generating new business opportunities. You will also contribute to people initiatives, including recruiting, retaining, and training...

  • Business Tax Preparer

    4 weeks ago

    Naperville, United States Intuit Full time

    Business Tax Preparer - Work From Home - 3 Yrs Experience RequiredinNaperville, Illinois Naperville, Illinois, 60540 1452164217 gRY0CESnHdOjgkKrj56WwN6V2VA Overview At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values...

  • Business Tax Associate

    4 weeks ago

    Naperville, United States Intuit Full time

    Business Tax Associate - Work From Home - 3 Yrs Experience RequiredinNaperville, Illinois Naperville, Illinois, 60540 1452163927 5eWBYjJOLrZqwpsuk34hf3gTt4I Overview At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values...

  • Senior Tax Manager

    4 weeks ago

    Naperville, Illinois, United States Gpac Full time

    Senior Tax Manager OpportunityA reputable CPA firm is seeking a Senior Tax Manager to lead their tax team. This stable and growing firm offers its clients valuable knowledge and expertise in tax.Key Responsibilities:Oversee a team of highly motivated staff to ensure seamless tax compliance and consulting services.Provide tax expertise to a diverse base of...

  • Business Tax Accountant

    1 week ago

    Naperville, United States Intuit Full time

    Business Tax Accountant - Work From Home - 3 Yrs Experience RequiredinNaperville, Illinois Naperville, Illinois, 60540 1456700973 NNd98PlvytXKhukxmVdqtZecYc Overview At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values...