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Client Advisor-Small Business and Tax

4 months ago

CUPERTINO, United States H&R Block Full time

**516101BR**

**Title:**

Client Advisor-Small Business and Tax

**What you'll do...** **:**

Apply 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.

+ 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

**Job ID:**

516101BR

**Address1:**

10268 BANDLEY DR STE 108

**City:**

CUPERTINO

**State:**

California

**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.

**Employee Type:**

Regular

**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

**Posting Title:**

Client Advisor - Small Business & Tax

**Sponsored Job:**

\#hrbjob #indeedmh

**Job Family:**

Financial Analysis

**WOTC Eligibility Check:**

Yes

**Pay Range Minimum:**

62000

**Pay Range Maximum:**

93000

**Pay Range Information:**

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.

Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.