Block Advisors Accounting Specialist
About the role
As a Block Advisors Accounting Specialist, you will play a crucial role in maintaining accurate financial records for our clients. You will support account managers by documenting transactions, preparing reports, and assisting in compliance with financial regulations.
- Provide bookkeeping and payroll services to Block Advisors small business clients, including 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 Block Advisors.
- Process various forms of financial information and materials.
- Enter financial information into accounting or other financial systems while complying with relevant reporting requirements.
- Handle basic accounting tasks, including data entry, bank reconciliations, and payroll management.
- Assist the Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network.
- Perform reconciliation of accounts and categorize transactions appropriately.
- Compile monthly and quarterly reporting as needed.
- Raise questions and address client accounting irregularities, providing excellent customer service.
- Partner with Account Managers and Tax Advisors, providing relevant bookkeeping and payroll information to support the delivery of various services.
- Prepare financial reports, including balance sheets, income statements, and cash flow statements.
- Communicate with account managers, clients, client suppliers, vendors, and banking contacts.
- Assist in client service coverage as needed to ensure service delivery.
- Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships.
Requirements
- High school diploma or equivalent.
- 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.
- Familiarity with bookkeeping software, spreadsheets, and database management.
- Ability to adapt to new tools and automation.
- 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.
Preferred Qualifications
- Associate's degree in a related field or the equivalent through a combination of education and related work experience.
Benefits
At H&R Block, we invest in your well-being through:
- Competitive pay.
- Comprehensive benefits, including medical and prescription drug coverage for you and your eligible dependents.
- Participation in the H&R Block Retirement Savings Plan (401(k) Plan).
- Employee Assistance Program.
- (Virtual) fitness center programs.
- Associate discount program.
- Automatic enrollment in Business Travel Accident Insurance.
- Associate Tax Prep benefit.
Pay
The pay range for this position is $17.64 - $26.49 per hour. Local minimum wage laws apply. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be eligible to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.