Tax Advisor for Small Businesses

5 days ago

Rockford, Illinois, United States H&R Block Full time
Job Title: Client Advisor, Small Business & Tax

H&R Block is seeking a highly skilled Client Advisor to join our team. As a Client Advisor, you will be responsible for providing expert tax advice and guidance to small business owners and entrepreneurs.

Key Responsibilities:
  • Apply principles of accounting to analyze financial information and prepare financial reports.
  • Prepare, submit, and manage tax statements and returns for businesses and clients.
  • Provide advice on financial and tax matters, with a deep understanding of regulations, laws, and acts governing the process.
  • Facilitate and manage the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms.
  • Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings.
  • Find and implement opportunities for process improvement in company tax procedures.
  • Develop and implement strategic tax planning for all necessary federal and state taxes.
  • Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents.
  • Plan for and develop overall return calendar and coordinate timing and inputs with tax team.
  • Maintain effective control procedures over all aspects of the tax process.
  • Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
  • Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team, and create strategies to capitalize on changes to taxation legislation.
  • Provide support with various internal audits and special tax-related projects.
  • Review tax returns and quarterly/yearly tax projections.
  • Manage and mentor members of the tax team to greater levels of effectiveness and engagement.
Requirements:
  • Bachelor's degree in a related field or the equivalent through a combination of education and related work experience.
  • Understanding and previous use of a Windows-based computer system, proficiency in MS Word, Excel, and PowerPoint.
  • Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously.
  • Demonstrated critical thinking skills.
  • Excellent interpersonal skills to include oral and written communication.
  • Intermediate (practical application) Knowledge of integrated online accounting applications.
  • Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles.
  • 5 years Minimum related work experience.

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.

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