Associate Client Advisor-Small Bus

5 days ago

Novato CA United States H&R Block Full time

Job Description:

What you'll do... 

 

Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Preparing business income tax returns and statements for audits. Prepares, submits and manages tax statement sand 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.

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...

It would be even better if you also had… :

  • Experience with PeopleSoft general ledger and query preferred

  • Possessing strong knowledge of tax law and statutory regulations

What you'll bring to the team...

What you’ll bring to the team… :

  • 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

#LI-KM2 #LI-Onsite #hrbjob
Associate Client Advisor-Small Bus & Tax at H&R Block summary:

As an Associate Client Advisor for Small Business and Tax at H&R Block, I analyze financial information and prepare business income tax returns and financial statements while ensuring compliance with tax regulations. My role includes managing tax administration responsibilities, advising clients on tax matters, and identifying opportunities for tax reduction and profit enhancement. I maintain strong client relationships and stay updated on federal and state tax laws, contributing to month-end and year-end financial analysis.


Keywords:

tax preparation, financial analysis, business income tax, client advisory, tax compliance, financial statements, GAAP, tax planning, H&R Block, accounting

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