Senior Client Advisor-Small Business and Tax
3 days ago
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It's an exciting time to be a part of H&R Block What you'll do...:
As a Senior Client Advisor – Small Business and Tax you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and returns for businesses and clients. The Senior Client Advisor – Small Business and Tax will also provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. You will serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.
Day to day you'll...
- 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 an 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 tax team to greater levels of effectiveness and engagement
What you'll bring to the team...:
- Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
- 5 years minimum related work experience
Why work for us: Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You'll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit .
Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person's race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Sponsored Job: #LI-KM2
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