Associate Client Advisor-Small Bus

2 days ago

Virginia Beach, United States H&R Block Full time

Job Description:

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

An Associate Client Advisor-Small Bus & Tax specializes in analyzing financial information and preparing tax and financial reports for small businesses and partnerships. The role requires expertise in tax regulations and involves managing tax administration, advising clients on financial matters, and ensuring compliance with federal and state tax laws. Strong communication skills and proficiency in accounting software are essential for interacting with clients and preparing accurate financial documentation.


Keywords:

tax preparation, financial analysis, accounting principles, business tax returns, document preparation, financial statements, tax planning, client advisory, GAAP, regulatory compliance

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