Client Advisor-Small Business and Tax

3 weeks ago

Chicago, United States H&R Block Full time

Job Description:

Join our full-time, year-round Block Advisor Tax office in Lincolnwood, IL. You’ll receive salary compensation, and benefits including medical, vacation, caregiver leave, well-being programs, retirement savings, and more.
H&R Block, the world’s leader in tax preparation services, is looking for a Client Advisor – Small Business & Tax. The Client Advisor serves as a business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.

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 detail, strong analytical skills and is a good communicator.
Serves as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.

Day to Day, you'll..
  • Facilitate and manage the preparation and review company federal tax returns and the accurate, timely filing of all tax forms.
  • Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings.
  • Find and implement opportunities for process improvement in company tax procedures.
  • Develop and implement strategic tax planning for all necessary federal and state taxes.
  • Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents.
  • Plan for and develop overall return calendar and coordinate timing and inputs with tax team.
  • Maintain effective control procedures over all aspects of the tax process.
  • Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
  • Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
  • Provide support with various internal audits and special tax related projects.
  • Review tax returns and quarterly/yearly tax projections.
  • Manage and mentor members of tax team to greater levels of effectiveness and engagement
What you'll bring to the team... 
  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
  • Understanding and previous use of a Windows-based computer system, Proficiency in MS Word, Excel, and Powerpoint.
  • Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously.
  • Demonstrated critical thinking skills
  • Excellent interpersonal skills to include oral and written communication.
  • Intermediate (practical application) Knowledge of integrated online accounting applications
  • Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles
  • 5 years Minimum related work experience
#hrbjob #indeedmh

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