Block Advisors Accounting Specialist

H&R Block; Park Ridge (IL); On-site; USD 23,000 - 36,000; Full time

Job summary

H&R Block is seeking a Block Advisors Accounting Specialist to maintain accurate financial records for clients. You will document transactions, prepare reports, and assist with regulatory compliance, providing bookkeeping and payroll services for small business clients, including bank reconciliations and tax-related data entry.

Partner with Tax Advisors and Account Managers to deploy referrals and grow the Block Advisors client base while delivering timely financial statements and clear client

Qualifications

• High school diploma or equivalent.
• Knowledge of bookkeeping practices and GAAP.
• National Bookkeeper and Payroll certifications or ability to obtain them.
• Proficiency with Microsoft Office.
• Ability to multi-task in multiple windows and apps.
• Familiarity with bookkeeping software and data management.
• Analytical and detail oriented.
• Strong verbal and written communication.
• Client services experience.
• Ability to complete assigned projects with minimal supervision.
• Ability to interpret and apply complex instructions.

Responsibilities

• Enter financial information into accounting systems and maintain records.
• Perform bank reconciliations and payroll management.
• Assist Tax Advisors with tax return data entry and uploading returns.
• Prepare monthly and quarterly financial reports and statements.
• Raise questions and address client accounting irregularities with service focus.
• Partner with Account Managers and Tax Advisors to support service delivery.
• Prepare balance sheets, income statements, and cash flow statements.
• Communicate with managers, clients, suppliers, vendors and banking contacts.
• Support growth opportunities and client retention through referrals.

Skills

High school diploma

Bookkeeping knowledge

Payroll knowledge

Microsoft Office proficiency

Analytical and detail-oriented

Client services experience

Education

High school diploma or equivalent

Associate's degree or related field

National Bookkeeper and Payroll certifications

Tools

Bookkeeping software

Open Office

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

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

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.