Associate Client Advisor-Small Bus
1 month ago
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 intervalsCreate and return statements and documents to clients by set deadlinesPreparing business income tax returns and statements for auditsManage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planningIdentify areas where clients and businesses can reduce tax, make claims and increase profitEngage regularly with clients and maintaining strong relationshipsStay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trendsAssist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystemsProcess subsystems or subsidiary interfaces. Validate the accuracy of the interfaced data. Perform follow up and resolution of determined issuesIt would be even better if you also had...Experience with PeopleSoft general ledger and query preferredStrong knowledge of tax law and statutory regulationsWhat you'll bring to the team...Minimum of 2 years accounting experienceMinimum of 1 year business tax/entity returns experienceKnowledge of GAAPKnowledge of integrated online accounting applicationsEffective oral, written and interpersonal communication skillsDemonstrated critical thinking skillsAbility to handle multiple tasks and project simultaneouslyDemonstrated ability to meet deadlinesProficiency in MS Word and Excel including ability to use macros, pivot tables, and query#LI-KM2 #LI-Onsite #hrbjob
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Associate Client Advisor-Small Bus
2 weeks ago
Virginia Beach, United States H&R Block Full time531195BR 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...
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Associate Client Advisor-Small Bus
2 weeks ago
Virginia Beach, United States H&R Block Full time531195BR 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...
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Associate Client Advisor-Small Bus
1 day ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Tax Advisor
4 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title:Associate Client Advisor-Small Bus & TaxAbout the Role:We are seeking a highly skilled and experienced Associate Client Advisor-Small Bus & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax advice and financial planning services to our clients.Key Responsibilities:Prepare and submit tax...
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Associate Client Advisor-Small Bus
2 days ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
2 weeks ago
Virginia Beach, United States H&R Block Full timeJob DescriptionJob 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...
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Associate Client Advisor-Small Bus
4 weeks ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
4 weeks ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
1 month ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
1 month ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
1 month ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
1 month ago
Virginia Beach, VA, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
20 hours ago
Virginia Beach, VA, United States H&R Block Full timeJob 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...
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Associate Client Advisor-Small Bus
1 month ago
Virginia Beach, VA, United States H&R Block Full timeJob 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...
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Client Advisor-Small Business and Tax
4 months ago
Virginia Beach, United States H&R Block Full timeJob Description: 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...
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Block Advisors Accounting Specialist
1 day ago
Virginia Beach, United States H&R Block Full timeJob 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...
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Associate Financial Advisor
4 weeks ago
North Beach, Maryland, United States Edward Jones Full timeJob OverviewAs an Associate Financial Advisor at Edward Jones, you will play a critical role in serving clients, growing the branch, and positively impacting communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds to...
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Brokerage Client Services Associate
1 hour ago
Virginia Beach, United States Fulton Financial Full timeProvides high quality operational support to Financial Advisors and their clients, as well as other team members. Full-time hybrid role located at our Bonney Road location in Virginia Beach, VA. Hybrid schedule is 4 days in the office and 1 day work Client Service, Brokerage, Financial Advisor, Associate, Broker, Client Relations, Banking
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Block Advisors Accounting Specialist
2 weeks ago
Virginia Beach, United States H&R Block Full timeJob DescriptionJob 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. ...
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Client Service Representative
4 weeks ago
Fort Walton Beach, United States Advisor Employee Services Full timeClient Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Walton Beach, FL...