Senior Block Advisors Accounting Specialist

About The Role

As a Senior Block Advisors Accounting Specialist, you will play a pivotal role in ensuring the accuracy and integrity of financial records for our clients. With your advanced bookkeeping skills and experience, you will handle complex financial transactions, prepare detailed reports, and ensure compliance with financial regulations. You will provide comprehensive bookkeeping and payroll services to Block Advisors’ small business clients, including precise recording of financial transactions, financial statement generation, sales tax filing, and bank reconciliation. 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.

• Accurately process various forms of financial information and materials, ensuring compliance with relevant reporting requirements
• Perform complex accounting tasks, including detailed data entry, comprehensive bank reconciliations, and advanced payroll management
• Aid in the preparation and review of tax return data, ensuring timely and accurate submission to the Block Advisors Fulfillment Network
• Conduct thorough reconciliation of accounts, categorizing transactions appropriately and resolving any discrepancies
• Compile and review monthly, quarterly, and annual financial reports, including balance sheets, income statements, and cash flow statements
• Address and resolve client accounting irregularities, providing expert advice and exceptional customer service
• Partner with Account Managers and Tax Advisors, providing advanced bookkeeping and payroll information to support the delivery of various services
• Assist in client service coverage as needed, ensuring consistent and high-quality service delivery
• Communicate effectively with account managers, clients, suppliers, vendors, and banking contacts to ensure seamless service delivery
• Identify and generate growth opportunities for Block Advisors, enhancing client retention through strategic referrals and partnerships

Required Qualifications

• High school diploma or equivalent
• 3 years’ work experience
• Advanced 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
• Proficient 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