Senior Block Advisors Accounting Specialist

H&R Block•Bluffton, IN

About The Position

As the Senior Block Advisors Accounting Specialist, you will provide comprehensive bookkeeping and payroll services to Block Advisors small business clients. This includes assisting with client onboarding, ensuring accurate and timely recording of financial transactions, generating financial statements, filing sales tax, performing bank reconciliations, and handling other miscellaneous bookkeeping and payroll services as needed. You will also collaborate with Tax Advisors to establish an effective two-way referral system, aiming to expand the business services client base for Block Advisors.

Requirements

At least 5 years of 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
Proficient with Microsoft Office, specifically Word, Excel and Open Office
Ability to multi-task
Proficient with bookkeeping software, spreadsheets, payroll software, and database management. Ability to adapt to new tools and automation
Analytical and must be detail oriented
Good verbal and written skills

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
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
Prepare and facilitate the processing of payroll for clients, as well as payroll tax filings, prepare 1099s and W-2s
Partner with Account Managers and Tax Strategist, 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