Associate Client Advisor-Small Bus

2 months ago

Cupertino, United States H&R Block Full time

557326BR

Title:

Associate Client Advisor-Small Bus & Tax

What you'll do... :

Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. 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.

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

Job ID:

557326BR

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

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 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

Posting Title:

Associate Client Advisor-Small Bus & Tax

Sponsored Job:

#LI-KM2 #LI-Onsite

Job Family:

Small Business

WOTC Eligibility Check:

Yes

Pay Range Minimum:

24.04

Pay Range Maximum:

36.06

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.

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