Block Advisors Accounting Specialist

H&R Block•Joliet, IL

49d•$18 - $26

About The Position

As a Block Advisors Accounting Specialist, you will play a critical role in supporting small business clients by maintaining accurate financial records, processing payroll, and delivering bookkeeping services that help clients make informed financial decisions. In this client-focused role, you'll partner closely with Account Managers and Tax Advisors to provide exceptional service, ensure compliance, and contribute to business growth through referrals and long-term client relationships.

Requirements

High school diploma or equivalent
At least 3 years of prior double entry accounting 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
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

Nice To Haves

Associate's degree in a related field or the equivalent through a combination of education and related work experience.

Responsibilities

Process and record financial transactions using double-entry bookkeeping principles while maintaining accuracy and compliance with reporting requirements
Perform bookkeeping functions, including data entry, account maintenance, and transaction categorization
Complete bank reconciliations and account reconciliations to ensure the accuracy of client financial records
Process payroll and provide payroll-related support for small business clients
Prepare financial statements, including balance sheets, income statements, and cash flow statements
Generate monthly and quarterly financial reports to support client decision-making
Assist Tax Advisors with tax return data entry and uploading returns through the Block Advisors Fulfillment Network
Identify, research, and address accounting discrepancies or irregularities while providing outstanding customer service
Partner with Account Managers and Tax Advisors to support bookkeeping, payroll, and tax-related client needs.
Communicate with clients, vendors, suppliers, banking contacts, and internal business partners to facilitate service delivery
Support sales tax filing and other compliance-related bookkeeping activities
Build strong client relationships that increase retention and identify opportunities for referrals and additional services
Maintain high standards of accuracy, confidentiality, and attention to detail in all client work.
Stay current on bookkeeping practices, payroll regulations, and Block Advisors tools and processes through ongoing learning and development
Collaborate with team members to deliver a seamless client experience and support business growth initiatives