Accounting Specialist: Bookkeeping & Payroll Expert

H&R Block, Inc.; Banks (OR); On-site; USD 42,000 - 56,000; Full time

Job summary

H&R Block, Inc. is seeking a Block Advisors Accounting Specialist to maintain accurate financial records for our clients, performing bookkeeping, payroll, and reporting tasks.

You will support account managers and Tax Advisors, ensuring timely and compliant transaction processing and financial statement generation. You will handle bank reconciliations, tax data entry, and client service activities, contributing to growth opportunities and client retention through referrals and partnerships.

Qualifications

• High school diploma or equivalent is required.
• Knowledge of bookkeeping practices and GAAP.
• National Bookkeeper and Payroll certifications (or ability to obtain them).
• Microsoft Office experience (Word, Excel, Open Office).
• Ability to multi-task in multiple window applications.
• Familiarity with bookkeeping software and databases.
• Analytical and detail oriented.
• Strong verbal and written communication.
• Client services experience.
• Ability to complete assigned projects on time with minimal supervision.
• Ability to interpret and apply complex instructions, policies, and regulations.

Responsibilities

• Process various forms of financial information and enter into accounting systems.
• Handle basic accounting tasks including data entry, bank reconciliations, and payroll management.
• Assist Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network.
• Perform reconciliation of accounts and categorize transactions; compile monthly/quarterly reporting.
• Raise questions and address client accounting irregularities, providing excellent customer service.
• Partner with Account Managers and Tax Advisors to support service delivery.
• Prepare financial reports, including balance sheets, income statements, and cash flow statements.
• Communicate with account managers, clients, suppliers, vendors, and banking contacts; assist in client service coverage.
• Assist in generation of growth opportunities and increase retention through referrals and partnerships.

Skills

Bookkeeping knowledge

Analytical and detail oriented

Verbal and written communication

Client services experience

Multi-tasking

Education

High school diploma or equivalent

National Bookkeeper and Payroll certifications (or ability to obtain)

Associate's degree in related field

Tools

Microsoft Office

Excel

Open Office

Job description

H&R Block, Inc. is seeking a Block Advisors Accounting Specialist to maintain accurate financial records for our clients, performing bookkeeping, payroll, and reporting tasks.

You will support account managers and Tax Advisors, ensuring timely and compliant transaction processing and financial statement generation. You will handle bank reconciliations, tax data entry, and client service activities, contributing to growth opportunities and client retention through referrals and partnerships.