Senior Block Advisors Accounting Specialist

H&R Block • Crest Hill, IL

120d • $18 - $27

About The Position

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.

Requirements

• High school diploma or equivalent.
• Associate's degree in a related field or the equivalent through a combination of education and related work experience.
• 3 years minimum related work experience.
• Advanced 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.
• 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.

Responsibilities

• 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.
• Assist 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.

Benefits

• Competitive compensation and benefits to support your health and well-being.
• Medical and prescription drug coverage.
• Participation in the H&R Block Retirement Savings Plan (401(k) Plan).
• Employee Assistance Program.
• Virtual fitness center programs.
• Associate discount program.
• Business Travel Accident Insurance.
• Associate Tax Prep benefit.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Associate degree