What are the responsibilities and job description for the Associate Client Advisor-Small Bus & Tax position at H&R Block Management, LLC?
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...
What you'll bring to the team...
It would be even better if you also had...
Why work for us
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. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. 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.
Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
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#LI-KM2
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...
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
- Demonstrated ability to meet deadlines
- 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
Why work for us
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. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. 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.
Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
Sponsored Job
#LI-KM2
