Block Advisors Accounting Specialist

H&R Block, Inc.; Crest Hill (IL); On-site; USD 24,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) Plan

Employee Assistance Program

Discount program

Job summary

H&R Block, Inc. is seeking an Accounting Specialist for Block Advisors to support small business clients by maintaining accurate financial records, processing payroll, and delivering bookkeeping services that inform financial decisions.

You will partner with Account Managers and Tax Advisors to ensure compliance, generate monthly/quarterly reports, and build lasting client relationships while upholding high standards of confidentiality and accuracy.

Qualifications

• 3+ years of double-entry accounting experience.
• Knowledge of GAAP and accounting procedures.
• National Bookkeeper and Payroll certifications or ability to obtain them.
• MS Office (Word, Excel) proficiency.
• Ability to multi-task in multiple window applications.
• Familiarity with bookkeeping software and data management.

Responsibilities

• Process and record financial transactions using double-entry bookkeeping with accuracy and compliance.
• Data entry, account maintenance, and transaction categorization.
• Complete bank and account reconciliations to ensure accuracy.
• Process payroll and provide payroll-related support.
• Prepare financial statements: balance sheets, income statements, cash flow.
• Generate monthly and quarterly financial reports for client decision-making.
• Support Tax Advisors with data entry and uploading returns.
• Investigate discrepancies and maintain high client service standards.

Skills

Double-entry bookkeeping

Bookkeeping

Payroll processing

Financial statements

MS Office

Attention to detail

Client services

Education

High school diploma or equivalent

National Bookkeeper certification

Payroll certifications

Tools

Bookkeeping software

Job description

About the Role

As a Block Advisors Accounting Specialist, you will play a critical role in supporting small business clients by maintaining accurate financial records, processing payroll, and delivering bookkeeping services that help clients make informed financial decisions. In this client-focused role, you'll partner closely with Account Managers and Tax Advisors to provide exceptional service, ensure compliance, and contribute to business growth through referrals and long-term client relationships.

Day to day you'll...

• Process and record financial transactions using double-entry bookkeeping principles while maintaining accuracy and compliance with reporting requirements
• Perform bookkeeping functions, including data entry, account maintenance, and transaction categorization
• Complete bank reconciliations and account reconciliations to ensure the accuracy of client financial records
• Process payroll and provide payroll-related support for small business clients
• Prepare financial statements, including balance sheets, income statements, and cash flow statements
• Generate monthly and quarterly financial reports to support client decision-making
• Assist Tax Advisors with tax return data entry and uploading returns through the Block Advisors Fulfillment Network
• Identify, research, and address accounting discrepancies or irregularities while providing outstanding customer service
• Partner with Account Managers and Tax Advisors to support bookkeeping, payroll, and tax-related client needs.
• Communicate with clients, vendors, suppliers, banking contacts, and internal business partners to facilitate service delivery
• Support sales tax filing and other compliance-related bookkeeping activities
• Build strong client relationships that increase retention and identify opportunities for referrals and additional services
• Maintain high standards of accuracy, confidentiality, and attention to detail in all client work.
• Stay current on bookkeeping practices, payroll regulations, and Block Advisors tools and processes through ongoing learning and development
• Collaborate with team members to deliver a seamless client experience and support business growth initiatives

Required Qualifications

• High school diploma or equivalent
• At least 3 years of prior double entry accounting experience.
• 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

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.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

$17.64 - $26.49/Hr.