Block Advisors Accounting Specialist

H&R Block•Cupertino, CA

1d•$19 - $29

About The Position

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. Processes 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

Nice To Haves

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

Responsibilities

Processes 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.