5 Client advisor Jobs in Naperville, IL
H&R Block is Hiring a Client advisor Near Naperville, IL
What you'll do...
Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns.
Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients.
Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process.
Day to day, you'll...
- Prepare tax statements, financial statements and BAS statements at required intervals
- Create and return statements and documents to clients by set deadlines
- Preparing business income tax returns and statements for audits
- Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
- Identify areas where clients and businesses can reduce tax, make claims and increase profit
- Engage regularly with clients and maintaining strong relationships
- Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques.
Regularly research financial landscape and market trends
- Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems
- Process subsystems or subsidiary interfaces. Validate the accuracy of the interfaced data. Perform follow up and resolution of determined issues
What you'll bring to the team...
- Minimum of 2 years accounting experience
- Minimum of 1 year business tax / entity returns experience
- Knowledge of GAAP
- Knowledge of integrated online accounting applications
- Effective oral, written and interpersonal communication skills
- Demonstrated critical thinking skills
- Ability to handle multiple tasks and project simultaneously
- Proficiency in MS Word and Excel including ability to use macros, pivot tables, and query
It would be even better if you also had...
- Experience with PeopleSoft general ledger and query preferred
- Strong knowledge of tax law and statutory regulations
Last updated : 2024-09-04
Job Summary
Full Time
Business Services
$63k-80k (estimate)
07/27/2024
12/03/2024
hrblock.com
KANSAS CITY, MO
15,000 - 50,000
1955
JEFFREY J JONES II
$1B - $3B
Business Services
Related Companies
The job skills required for Client advisor include Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
01/23/2022: Springfield, OH
Advisors do meeting with prospective new clients to earn the right to give them advice.
02/06/2022: Greenville, SC
Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
02/18/2022: Knoxville, TN
Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
02/13/2022: El Paso, TX
Ability to build relationships with client teams and key stakeholders.
03/25/2022: Houston, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
02/05/2022: Peoria, IL
Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
03/07/2022: Dallas, TX
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/26/2022: Billings, MT
Providing excellent customer service and developed long-standing client relationships with repeat business.
01/25/2022: Carson City, NV
Client advisots must be excellent communicators capable of leading a team.
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Step 3: View the best colleges and universities for Client Advisor.
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