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 issuesAbout 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.It 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-Onsite #LI-KM2 #hrbjob
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Associate Client Advisor-Small Bus
3 weeks ago
Lexington, United States H&R Block Full time554950BR 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
3 weeks ago
Lexington, United States H&R Block Full time554950BR 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
4 days ago
Lexington, 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 days ago
Lexington, KY, 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-Small Business
1 month ago
Lexington, Kentucky, United States H&R Block Full timeJob Title: Associate Client Advisor-Small BusAt H&R Block, we're committed to providing exceptional service to our clients. As an Associate Client Advisor-Small Bus, you'll play a key role in delivering personalized support to our small business clients.About the Role:As a key member of our team, you'll be responsible for providing expert advice on financial...
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Associate Client Advisor-Small Bus
2 weeks ago
Lexington, 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
1 month ago
Lexington, 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
Lexington, 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
Lexington, 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 days ago
Lexington, 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
Lexington, 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
Lexington, Kentucky, United States H&R Block Full timeJob Summary:We are seeking a highly skilled Tax Advisor - Small Business to join our team at H&R Block. As a Tax Advisor, you will be responsible for analyzing financial information, preparing financial reports, and preparing corporate entity and partnership returns.Key Responsibilities:Prepare tax statements, financial statements, and BAS statements at...
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Associate Client Advisor-Small Bus
5 days ago
Lexington, KY, 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
Lexington, KY, 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 Financial Advisor
4 weeks ago
Lexington, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Associate Financial Advisor
3 weeks ago
Lexington, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Associate Financial Advisor
3 weeks ago
Lexington, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Associate Financial Advisor
3 weeks ago
Lexington, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
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Block Advisors Office Manager
6 days ago
Lexington, United States MSCCN Full time516898BR Title: Block Advisors Office Manager What you'll do... : Serve as the front-line manager responsible for leadership and development of associates in Block Advisors Office(s). Lead office in delivering an outstanding client experience, and achieving all office related growth objectives. Assist in integration of the firm to Block Advisor's platforms....
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Block Advisors Office Manager
7 days ago
Lexington, United States MSCCN Full time516898BR Title: Block Advisors Office Manager What you'll do... : Serve as the front-line manager responsible for leadership and development of associates in Block Advisors Office(s). Lead office in delivering an outstanding client experience, and achieving all office related growth objectives. Assist in integration of the firm to Block Advisor's platforms....
