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Associate Client Advisor-Small Bus

3 months ago

Rockford, United States H&R Block Full time

Job 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 Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
Day to Day You’ll…
  • Processes various forms of financial information and materials and enters financial information into accounting or other financial systems, while complying with relevant reporting requirements.
  • Compile monthly and quarterly reporting as needed.
  • Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts.  Assist in client service coverage as needed to ensure service deliver.
  • Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return.
  • Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows).  
  • Prepare and facilitate the processing of client payroll, calculate and prepare tax payments, generate 1099 and W-2 documents for clients .
  • Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships.
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.

What you'll bring to the team...
  • High school diploma or equivalent
  • 2 years work experience
  • Knowledge of bookkeeping practices, generally accepted accounting principles and procedures. 
  • National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications.
  • Microsoft Office, specifically Word, Excel and Open Office experience.
  • Ability to multi-task in multiple window applications.
  • Ability to work independently.
  • Analytical and detail oriented.
  • Good verbal and written skills.
  • Client Services experience. 
  • Ability to complete assigned projects on time with minimal supervision.
  • Ability to correctly interpret and apply complex instructions, policies and regulations
#indeedmh