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Accounting Specialist

2 months ago

Rockford, Illinois, United States H&R Block Full time
About the Role

We are seeking a highly skilled Accounting Specialist to join our team at H&R Block. As an Accounting Specialist, you will play a critical role in providing bookkeeping and payroll services to our small business clients.

Key Responsibilities
  • Provide bookkeeping and payroll services to clients, including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed.
  • Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by H&R Block.
  • Process various forms of financial information and materials and enter financial information into accounting or other financial systems, while complying with relevant reporting requirements.
  • Compile monthly and quarterly reporting as needed.
  • Communicate with clients, client suppliers, vendors, and banking contacts. Assist in client service coverage as needed to ensure service delivery.
  • Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return.
  • Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner's equity), and statement of cash flows).
  • Prepare and facilitate the processing of client payroll, calculate and prepare tax payments, generate 1099 and W-2 documents for clients.
  • Assist in the generation of H&R Block growth opportunities and increase retention through referrals and partnerships.
Requirements
  • High school diploma or equivalent.
  • 2 years' work experience.
  • Knowledge of bookkeeping practices, generally accepted accounting principles, and procedures.
  • National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications.
  • Microsoft Office, specifically Word, Excel, and Open Office experience.
  • Ability to multi-task in multiple window applications.
  • Ability to work independently.
  • Analytical and detail-oriented.
  • Good verbal and written skills.
  • Client Services experience.
  • Ability to complete assigned projects on time with minimal supervision.
  • Ability to correctly interpret and apply complex instructions, policies, and regulations.