Block Advisors Accounting Specialist

H&R Block; Mesa (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block Block Advisors is seeking an Accounting Specialist to maintain precise financial records for small business clients, support account managers, document transactions, and assist with payroll services. The role emphasizes compliance with financial regulations and timely reporting.

You will work with clients, suppliers, and banking contacts to ensure accurate bookkeeping, payroll processing, and reliable monthly and quarterly financial statements.

Qualifications

• High school diploma or equivalent with bookkeeping knowledge.
• Experience in client services and familiarity with bookkeeping software.
• Proficient in Microsoft Office and Open Office.
• Analytical, detail-oriented with strong communication.

Responsibilities

• Process financial transactions and data entry with accuracy.
• Handle bookkeeping and payroll tasks for small business clients.
• Reconcile accounts and prepare monthly/quarterly reports.
• Support clients and collaborate with Account Managers and Tax Advisors.
• Prepare financial statements and communicate with stakeholders.

Skills

Analytical

Detail-oriented

Verbal communication

Written communication

Multi-tasking

Education

High school diploma or equivalent

Associate’s degree in related field

Tools

Microsoft Office

Open Office

Bookkeeping software

Spreadsheets

Database management

Job description

Block Advisors Accounting Specialist | H&R Block

The Tone:

This is a Block Advisors Accounting Specialist role at H&R Block. H&R Block, a 16,136-person organization, has led the tax industry for over 70 years, continuously evolving through its Block Next strategy which blends human expertise with digital innovation. This role is crucial for maintaining accurate financial records for clients, supporting account managers, documenting transactions, preparing reports, and assisting in compliance with financial regulations. You will play a vital part in providing essential bookkeeping and payroll services to small business clients, ensuring accuracy and timeliness.

The TL;DR

• Role: Early Career
• Mission: To provide comprehensive bookkeeping and payroll services, ensuring accurate financial transactions and compliance for small business clients.
• Tech Stack: Microsoft Office (Word, Excel), Open Office, bookkeeping software, spreadsheets, database management

What You’ll Actually Do

• Financial Transaction Processing: Process various forms of financial information and materials, accurately entering data into accounting or other financial systems while ensuring compliance with relevant reporting requirements.
• Bookkeeping and Payroll Management: Handle fundamental accounting tasks including data entry, bank reconciliations, and comprehensive payroll management for small business clients.
• Account Reconciliation and Reporting: Perform reconciliation of accounts, categorize transactions appropriately, and compile essential monthly and quarterly financial reports.
• Client Support and Collaboration: Raise questions and address client accounting irregularities, provide excellent customer service, and collaborate with Account Managers and Tax Advisors by sharing relevant bookkeeping and payroll information.
• Financial Statement Preparation: Prepare critical financial reports including balance sheets, income statements, and cash flow statements, communicating with various stakeholders like clients, suppliers, vendors, and banking contacts.

The Must-Haves

• Background: High school diploma or equivalent, coupled with knowledge of bookkeeping practices, generally accepted accounting principles, and procedures.
• Experience: Client services experience, familiarity with bookkeeping software, spreadsheets, and database management, and proficiency in Microsoft Office (Word, Excel) and Open Office.
• Skills: Analytical and detail-oriented, good verbal and written communication abilities, capability to multi-task across multiple window applications, and the capacity to complete assigned projects on time with minimal supervision.
• Bonus: Associate’s degree in a related field or the equivalent through a combination of education and related work experience.