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Accounting Specialist

2 months ago

Rockford, Illinois, United States H&R Block Full time
Job Overview

We are seeking a highly skilled Accounting Specialist to join our team at H&R Block. As a key member of our financial services team, you will be responsible for providing bookkeeping and payroll services to our small business clients.

Key Responsibilities
  • Financial Transaction Management: Assist clients with accurate and timely recording of financial transactions, financial statement generation, sales tax filing, and bank reconciliation.
  • Financial Reporting: Compile monthly and quarterly reporting as needed, ensuring compliance with relevant reporting requirements.
  • Client Communication: Communicate effectively with clients, suppliers, vendors, and banking contacts to ensure seamless service delivery.
  • Tax Preparation: Partner with Tax Advisors to provide relevant bookkeeping and payroll information for accurate tax return preparation.
  • Financial Analysis: Generate and analyze financial statements, including profit and loss statements, balance sheets, and cash flow statements, to assess client business trends and results.
  • Payroll Services: Prepare and facilitate client payroll processing, calculate and prepare tax payments, and generate 1099 and W-2 documents.
  • Business Development: Assist in generating growth opportunities and increasing retention through referrals and partnerships.
About H&R Block

H&R Block's purpose is to provide help and inspire confidence in our clients and communities everywhere. We are a people company first and a tax company second, with a strong focus on innovation and accessibility.

We are committed to diversity and inclusion and are proud to be an equal opportunity employer. We consider qualified applicants regardless of their background or experience.

Requirements
  • Education: High school diploma or equivalent
  • Experience: 2 years' work experience
  • Certifications: National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications
  • Skills: Microsoft Office, specifically Word, Excel, and Open Office experience; ability to multi-task in multiple window applications; analytical and detail-oriented; good verbal and written skills; client services experience