Financial Analyst for Small Business Tax Planning

23 hours ago


Novato, California, United States H&R Block Full time

Job Summary


We are seeking a skilled Associate Client Advisor - Small Business & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert financial and tax advice to small business clients.


Key Responsibilities



  • Financial Analysis: Analyze financial information and prepare financial reports for small business clients.
  • Tax Planning: Provide tax planning advice to clients, including preparation of business income tax returns and statements for audits.
  • Client Relationship Management: Develop and maintain strong relationships with clients, providing excellent customer service and ensuring client satisfaction.
  • Compliance and Regulatory: Stay up-to-date with federal and state tax laws, regulatory requirements, and tax planning techniques.
  • Technology and Tools: Possess knowledge of integrated online accounting applications and be proficient in MS Word and Excel.

Requirements



  • Minimum 2 Years of accounting experience.
  • Minimum 1 Year of experience with business tax/entity returns.
  • Knowledge of GAAP and tax law.
  • Effective Communication skills, including oral, written, and interpersonal communication.
  • Critical Thinking and problem-solving skills.
  • Ability to handle multiple tasks and projects simultaneously.
  • Meet Deadlines and achieve high levels of productivity.

What We Offer



  • Competitive Pay Range: $24.04 - $36.06 per hour.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Comprehensive Benefits package, including medical, dental, and vision insurance.
  • Retirement Savings Plan (401(k) Plan).
  • Associate Discount Program and other perks.

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