Block Advisors Accounting Specialist

H&R Block; Aurora (IL); On-site; USD 22,124 - 33,186; Full time

Benefits offered by this job

Medical & prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount

Business Travel Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking an Accounting Specialist for Block Advisors in Aurora, IL. You will document transactions, prepare reports, perform bank reconciliations, and provide bookkeeping and payroll services to small business clients while coordinating with Tax Advisors to grow the service base.

The role requires a high school diploma, knowledge of GAAP, and familiarity with bookkeeping software. Strong attention to detail, multi-tasking, and excellent client service are essential.

Qualifications

• High school diploma or equivalent required.
• Knowledge of bookkeeping practices and GAAP.
• National Bookkeeper and Payroll certifications or ability to obtain them.
• Proficiency with Word and Excel.
• Ability to multi-task across windows and applications.
• Experience with bookkeeping software and client services.
• Ability to meet deadlines with minimal supervision.
• Ability to interpret and apply complex instructions.

Responsibilities

• Enter financial information into accounting systems and ensure compliance with reporting requirements.
• Handle data entry, bank reconciliations, and payroll management.
• Assist Tax Advisors with tax return data entry and uploads to the Fulfillment Network.
• Prepare monthly and quarterly financial reports as needed.

Skills

Bookkeeping

Payroll processing

Microsoft Office

Data entry

Analytical skills

Client services

Education

High school diploma

Associate's degree preferred

Tools

Bookkeeping software

Payroll systems

Job description

About The Role

As a Block Advisors Accounting Specialist, you will play a crucial role in maintaining accurate financial records for our clients. You will support account managers by documenting transactions, preparing reports, and assisting in compliance with financial regulations. Provide bookkeeping and payroll services to Block Advisors small business clients including accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.

• Processes various forms of financial information and materials. Enter financial information into accounting or other financial systems, while complying with relevant reporting requirements
• Handle basic accounting tasks, including data entry, bank reconciliations, and payroll management
• Assist the Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network
• Perform reconciliation of accounts and categorize transactions appropriately. Compile monthly and quarterly reporting as needed
• Raise questions and address client accounting irregularities, providing excellent customer service
• Partner with Account Managers and Tax Advisors, providing relevant bookkeeping and payroll information to support the delivery of various services
• Prepare financial reports, including balance sheets, income statements, and cash flow statements
• Communicate with account managers, clients, client suppliers, vendors, and banking contacts. Assist in client service coverage as needed to ensure service delivery
• Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships

Required Qualifications

• High school diploma or equivalent
• 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
• Microsoft Office, specifically Word, Excel and Open Office experience
• Ability to multi-task in multiple window applications
• Familiarity with bookkeeping software, spreadsheets, and database management. Ability to adapt to new tools and automation
• Analytical and detail oriented
• Good verbal and written skills
• Client Services experience
• Ability to complete assigned projects on time with minimal supervision
• Ability to correctly interpret and apply complex instructions, policies and regulations

Preferred Qualifications

Associate's degree in a related field or the equivalent through a combination of education and related work experience

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
• can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program
• are automatically enrolled in Business Travel Accident Insurance
• and receive Associate Tax Prep benefit

Pay Range

$16.06 - $24.09/Hr.