Lead Client Advisor-Small Business and Tax
7 days ago
Job Description:
Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.Day to day, you'll...
- Prepare complex tax statements, financial statements and BAS statements at required intervals
- Create and return statements and documents to clients by set deadlines
- Prepare 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
- Provide guidance and assistance to Tax Accountants and Senior Tax Accountants as needed
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.
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
- Minimum of 8 years accounting experience
- Minimum of 5 years business tax/entity returns experience
- Experience with GAAP
- Experience with 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
-
Tax Advisor
3 weeks ago
Naperville, Illinois, United States H&R Block Full timeJob Title: Associate Client Advisor - Small BusinessAbout the Role:We are seeking a highly skilled and experienced Associate Client Advisor to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax and financial advice to our clients, ensuring they receive the best possible service and support.Key...
-
Lead Client Advisor-Small Business and Tax
2 weeks ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
6 days ago
Naperville, United States H&R Block Full timeJob Description: Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
3 days ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
2 days ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
2 weeks ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
4 days ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
2 weeks ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
5 days ago
Naperville, IL, United States H&R Block Full timeJob Description: Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Client Advisor-Small Business and Tax
2 months ago
Naperville, United States H&R Block Full timeWhat you'll do... 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...
-
Lead Client Advisor-Small Business and Tax
2 weeks ago
Naperville, IL, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Senior Tax Advisor
5 days ago
Naperville, Illinois, United States H&R Block Full timeJob SummaryWe are seeking a highly skilled Senior Tax Advisor to join our team at H&R Block. As a Senior Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, ensuring they are in compliance with all tax laws and regulations.Key ResponsibilitiesPrepare complex tax statements, financial statements, and BAS...
-
Lead Regulatory Affairs Advisor
2 months ago
Naperville, IL, United States H&R Block Full timeApply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and should have an...
-
Tax Professional
5 days ago
Naperville, Illinois, United States Lauterbach & Amen Full timeSeasonal Tax Preparer OpportunityLauterbach & Amen, LLP is a reputable CPA firm offering a range of accounting, auditing, and tax services. With a strong presence in the industry, we have grown continuously over the past twenty years, developing additional specialties to meet the diverse needs of our clients.We are seeking a seasonal tax preparer to assist...
-
Admissions Advisor
4 weeks ago
Naperville, United States LaSalle Network Full timeLaSalle Network is working with a client in the higher education space to hire an Admissions Advisor. Our client is looking for engaged, caring colleagues to join their organization and serve their students. The Admissions Advisor will act as a main point of contact for prospective students. The ideal candidate is warm and excited to foster meaningful...
-
Financial Advisor
2 days ago
naperville, United States Thrivent Full timeAbout the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...
-
Financial Advisor
2 weeks ago
Naperville, United States Thrivent Full timeAbout the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...
-
Financial Advisor
2 days ago
naperville, United States Thrivent Full timeAbout the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...
-
Business Systems Analyst Lead
4 days ago
Naperville, Illinois, United States RIT Solutions, Inc. Full timeJob Title: Business Systems Analyst Lead Job Summary: We are seeking a highly skilled Business Systems Analyst Lead to join our team at RIT Solutions, Inc. Key Responsibilities: * Provide analytical thinking and business analysis expertise to drive business solutions * Collaborate with cross-functional teams to design and implement business systems *...
-
Senior Tax Manager Position
3 weeks ago
Naperville, Illinois, United States Gpac Full timeA leading CPA firm is seeking a Senior Tax Manager to join their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Senior Tax Manager to contribute to a team of highly motivated staff.Senior Tax Manager Responsibilities:Lead a team of highly...