Bookkeeping & Payroll Specialist for Small Businesses

H&R Block, Inc.; Park Ridge (IL); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking an Accounting Specialist to maintain accurate client books, record transactions, and generate financial reports. You will support account managers and Tax Advisors, ensuring timely payroll processing and compliant bookkeeping for small business clients.

The role involves data entry, bank reconciliations, and helping to expand Block Advisors services through referrals and partnerships. Strong attention to detail and client-service focus are essential.

Qualifications

• Knowledge of bookkeeping practices, generally accepted accounting principles and procedures.
• National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to obtain them.
• Microsoft Office proficiency with Word, Excel, and Open Office.

Responsibilities

• Enter financial information into accounting systems and comply with reporting requirements.
• Handle data entry, bank reconciliations, and payroll management.
• Assist Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network.
• Perform account reconciliations and compile monthly and quarterly reports.
• Raise questions on client accounting irregularities and provide excellent customer service.
• Prepare financial reports including balance sheets, income statements, and cash flow statements.
• Communicate with account managers, clients, vendors, and banking contacts to ensure service delivery.
• Support growth opportunities and referrals to expand Block Advisors services.

Skills

Multitasking

Analytical skills

Attention to detail

Verbal communication

Written communication

Client service

Education

High school diploma or equivalent

Associate's degree or related work experience

National Bookkeeper and Payroll certifications

Tools

Microsoft Office (Word, Excel, Open Office)

Bookkeeping software

Spreadsheets

Database management

Job description

H&R Block, Inc. is seeking an Accounting Specialist to maintain accurate client books, record transactions, and generate financial reports. You will support account managers and Tax Advisors, ensuring timely payroll processing and compliant bookkeeping for small business clients.

The role involves data entry, bank reconciliations, and helping to expand Block Advisors services through referrals and partnerships. Strong attention to detail and client-service focus are essential.