Block Advisors Accounting Specialist

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

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.