Senior Block Advisors Accounting Specialist

H&R Block • Melbourne, FL

6d

About The Position

Our Company

We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...

Process various forms of financial information and materials and enter financial information into accounting or other financial systems; comply with relevant reporting requirements
Compile monthly and quarterly reports as needed
Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts
Assist in client service coverage as needed to ensure service delivery
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's 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, generate 1099 and W-2 documents for clients
Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships
Other duties as assigned

Requirements

• High school diploma or equivalent
• 3 years minimum related work experience

Responsibilities

• Process various forms of financial information and materials and enter financial information into accounting or other financial systems; comply with relevant reporting requirements
• Compile monthly and quarterly reports as needed
• Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts
• Assist in client service coverage as needed to ensure service delivery
• 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's 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, generate 1099 and W-2 documents for clients
• Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships
• Other duties as assigned

Benefits

• Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities.
• You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
• Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees