Block Advisors Accounting Specialist

H&R Block•Lexington, VA

About The Position

As a Block Advisors Accounting Specialist at H&R Block, you will help small business clients stay organized and make confident financial decisions by providing accurate, timely bookkeeping and payroll support. You will maintain clients’ financial records and work with Account Managers and Tax Advisors to document transactions, prepare financial reports, support payroll and bookkeeping needs, and deliver high-quality client service. You will also help grow the Block Advisors business services client base through referrals and strong 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 the certifications.
Experience with Microsoft Office, specifically Word, Excel, and Open Office.
Ability to multitask in multiple-window applications.
Familiarity with bookkeeping software, spreadsheets, and database management, and ability to adapt to new tools and automation.
Analytical and detail-oriented.
Good verbal and written communication 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 equivalent through a combination of education and related work experience.

Responsibilities

Provide bookkeeping and payroll services to Block Advisors small business clients, recording financial transactions accurately and on time.
Enter and process financial information in accounting systems in accordance with applicable reporting requirements.
Perform data entry, bank reconciliations, transaction categorization, payroll management, and sales tax filing.
Prepare monthly and quarterly financial reports, including balance sheets, income statements, and cash flow statements.
Assist Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network.
Identify and raise questions about client accounting irregularities while providing excellent customer service.
Partner with Account Managers and Tax Advisors to provide bookkeeping and payroll information that supports client service delivery.
Communicate with clients, Account Managers, suppliers, vendors, and banking contacts to support timely and accurate service.
Partner with Tax Advisors to create two-way referral opportunities that support client retention and growth of the Block Advisors business services client base.