Accounting Specialist — Bookkeeping & Payroll Expert

H&R Block, Inc.; Oregon (WI); On-site; USD 50,000 - 65,000; Full time

Job summary

H&R Block, Inc. is seeking a Block Advisors Accounting Specialist to maintain accurate financial records for clients, document transactions, and prepare reports.

You will support account managers and Tax Advisors with bookkeeping and payroll tasks and help deliver quality financial services to small business clients. You will handle data entry, account reconciliations, and monthly/ quarterly reporting while ensuring compliance with applicable regulations and standards.

Qualifications

• High school diploma or equivalent.
• 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, spreadsheets and database management.
• Analytical and detail oriented.
• Good verbal and written skills.
• 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 financial information and enter data into accounting systems.
• Handle basic accounting tasks including data entry, bank reconciliations and payroll management.
• Assist Tax Advisors with tax return data entry and uploads to the fulfillment network.
• Perform account reconciliations and monthly/quarterly reporting.
• Identify and address client accounting irregularities with strong customer service.
• Provide bookkeeping and payroll information to support service delivery.
• Prepare financial reports: balance sheets, income statements, cash flow statements.
• Communicate with clients, account managers, vendors, and banking contacts.
• Support growth and retention through referrals and partnerships.

Skills

Bookkeeping knowledge

Analytical skills

Attention to detail

Verbal communication

Written communication

Client services

Multi-tasking

Time management

Regulatory understanding

Education

High school diploma

Associate's degree preferred

Tools

Microsoft Excel

Open Office

Bookkeeping software

Job description

H&R Block, Inc. is seeking a Block Advisors Accounting Specialist to maintain accurate financial records for clients, document transactions, and prepare reports.

You will support account managers and Tax Advisors with bookkeeping and payroll tasks and help deliver quality financial services to small business clients. You will handle data entry, account reconciliations, and monthly/ quarterly reporting while ensuring compliance with applicable regulations and standards.