Block Advisors Accounting Specialist

H&R Block • Virginia Beach, VA

2d

About The Position

As a Block Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client on-boarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. You will 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.
Day to day, you’ll…
Process various forms of financial information and materials and enter financial information into accounting or other financial systems, while complying with relevant reporting requirements
Compile monthly and quarterly reporting as needed
Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts and assist in client service coverage as needed to ensure service deliver
Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return
Provide assessment of client business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows)
Prepare and facilitate the processing of client payroll, calculate and prepare tax payments, and generate 1099 and W-2 documents for clients
Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships

Requirements

• High school diploma or equivalent
• Ability to correctly interpret and apply complex instructions, policies and regulations
• Ability to multi-task in multiple window applications
• Ability to work independently with minimal supervision
• Experience using Microsoft Office tools
• Knowledge of Generally Accepted Accounting Principles
• 2 years minimum related work experience
• National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications
• Effective oral, written, and interpersonal communication skills
• Prior experience in client service or customer relationship management

Nice To Haves

• Xero software experience
• Quickbooks

Responsibilities

• Process various forms of financial information and materials and enter financial information into accounting or other financial systems, while complying with relevant reporting requirements
• Compile monthly and quarterly reporting as needed
• Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts and assist in client service coverage as needed to ensure service deliver
• Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return
• Provide assessment of client business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows)
• Prepare and facilitate the processing of client payroll, calculate and prepare tax payments, and generate 1099 and W-2 documents for clients
• Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED