Block Advisors Accounting Specialist

As you help small business clients stay organized and confident in their financial decisions, you’ll build trusted relationships while providing accurate, timely bookkeeping and payroll support.

Joining H&R Block as a Block Advisors Accounting Specialist means you’ll play an important role in maintaining accurate financial records for small business clients. You’ll work closely with Account Managers and Tax Advisors to document transactions, prepare financial reports, support payroll and bookkeeping needs, and help ensure clients receive high-quality service. You’ll also help grow the Block Advisors client base through referrals and strong partnerships.

• Provide bookkeeping and payroll services to Block Advisors small business clients, ensuring financial transactions are recorded accurately and on time.
• Enter and process financial information in accounting systems while following applicable reporting requirements.
• Handle core accounting activities, including data entry, bank reconciliations, transaction categorization, payroll management, and sales tax filing.
• Prepare monthly and quarterly financial reporting, including balance sheets, income statements, and cash flow statements.
• Assist Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network.
• Identify and raise questions regarding client accounting irregularities while providing excellent customer service.
• Partner with Account Managers and Tax Advisors to provide relevant bookkeeping and payroll information that supports client service delivery.
• Communicate with clients, Account Managers, suppliers, vendors, and banking contacts to help ensure timely and accurate service.
• Partner with Tax Advisors to create effective two-way referral opportunities that support client retention and growth of the Block Advisors business services client base.

• 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

Associate's degree in a related field or the equivalent through a combination of education and related work experience.