Accounting Specialist

3 weeks ago

Nassawadox, Virginia, United States H&R Block Full time

Job Title: Associate Client Advisor - Small Bus

Job Summary:

We are seeking a highly skilled Associate Client Advisor to join our team at H&R Block. As a key member of our team, you will be responsible for providing exceptional client service and delivering high-quality financial solutions to our clients.

Key Responsibilities:

  • Prepare and submit tax statements, financial statements, and BAS statements in a timely manner
  • Create and return statements and documents to clients by set deadlines
  • Prepare business income tax returns and statements for audits
  • Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning
  • Identify areas where clients and businesses can reduce tax and increase profit
  • Engage regularly with clients and maintain strong relationships
  • Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
  • Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business
  • Process subsystems or subsidiary interfaces and validate the accuracy of interfaced data

Requirements:

  • Minimum of 2 years accounting experience
  • Minimum of 1 year business tax/entity returns experience
  • Knowledge of GAAP
  • Knowledge of integrated online accounting applications
  • Effective oral, written, and interpersonal communication skills
  • Demonstrated critical thinking skills
  • Ability to handle multiple tasks and projects simultaneously
  • Demonstrated ability to meet deadlines
  • Proficiency in MS Word and Excel, including ability to use macros, pivot tables, and query

Preferred Qualifications:

  • Experience with PeopleSoft general ledger and query
  • Strong knowledge of tax law and statutory regulations

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Language: English

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