Detail-Driven Bookkeeping & Payroll Specialist

H&R Block, Inc.; Park Ridge (IL); On-site; USD 24,300 - 36,492; Full time

Job summary

H&R Block, Inc. is seeking a Block Advisors Accounting Specialist to maintain accurate financial records for our clients.

You will document transactions, prepare reports, and assist with compliance, providing bookkeeping and payroll services to small business clients. You will enter data into accounting systems, perform reconciliations, generate financial statements, and support tax advisors to grow our Block Advisors client base through referrals and partnerships.

Qualifications

• High school diploma or equivalent required or better.
• Knowledge of bookkeeping practices, GAAP, and procedures.
• National Bookkeeper and Payroll certifications or ability to obtain them.
• Experience with Microsoft Office (Word, Excel, Open Office).
• Ability to multi-task across multiple windows/apps.
• Familiarity with bookkeeping software, spreadsheets, and database management; adaptable to new tools.
• Analytical and detail oriented.
• Strong verbal and written communication skills.
• Client services experience.
• Ability to complete projects with minimal supervision.
• Ability to interpret and apply complex instructions, policies, and regulations.

Responsibilities

• Enter financial information into accounting or financial systems in compliance with reporting requirements.
• Perform basic accounting tasks, including data entry, bank reconciliations, and payroll management.
• Assist Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network.
• Reconcile accounts and categorize transactions; compile monthly/quarterly reports as needed.
• Identify and address client accounting irregularities with excellent service.
• Provide bookkeeping and payroll information to support service delivery.
• Prepare financial reports like balance sheets, income statements, and cash flow statements.
• Communicate with account managers, clients, suppliers, vendors, and banking contacts to ensure service delivery.
• Support growth opportunities and retention through referrals and partnerships.

Skills

Bookkeeping knowledge

GAAP knowledge

MS Office

Multitasking

Bookkeeping software

Analytical

Verbal and written skills

Client service

Time management

Policy interpretation

Education

High school diploma or equivalent

Associate's degree or related coursework

Tools

Open Office

Job description

H&R Block, Inc. is seeking a Block Advisors Accounting Specialist to maintain accurate financial records for our clients.

You will document transactions, prepare reports, and assist with compliance, providing bookkeeping and payroll services to small business clients. You will enter data into accounting systems, perform reconciliations, generate financial statements, and support tax advisors to grow our Block Advisors client base through referrals and partnerships.