Job Information
H&R Block Lead Client Advisor-Small Business and Tax in NAPERVILLE, Illinois
516868BR
Title:
Lead Client Advisor-Small Business and Tax
What you'll do... :
Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.
Day to day, you'll...
Prepare complex tax statements, financial statements and BAS statements at required intervals
Create and return statements and documents to clients by set deadlines
Prepare business income tax returns and statements for audits
Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
Identify areas where clients and businesses can reduce tax, make claims and increase profit
Engage regularly with clients and maintaining strong relationships
Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends
Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems
Process subsystems or subsidiary interfaces. Validate the accuracy of the interfaced data. Perform follow up and resolution of determined issues
Provide guidance and assistance to Tax Accountants and Senior Tax Accountants as needed
Job ID:
516868BR
Address1:
1064 104TH ST
City:
NAPERVILLE
State:
Illinois
About H&R Block... :
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.
Employee Type:
Regular
It would be even better if you also had... :
Experience with PeopleSoft general ledger and query preferred
Strong knowledge of tax law and statutory regulations
What you'll bring to the team... :
Minimum of 8 years accounting experience
Minimum of 5 years business tax/entity returns experience
Experience with GAAP
Experience with integrated online accounting applications
Effective oral, written and interpersonal communication skills
Demonstrated critical thinking skills
Ability to handle multiple tasks and project simultaneously
Demonstrated ability to meet deadlines
Proficiency in MS Word and Excel including ability to use macros, pivot tables, and query
Posting Title:
Lead Client Advisor-Small Business and Tax
Sponsored Job:
#LI-KM2 #LI-Onsite
Job Family:
Small Business
WOTC Eligibility Check:
Yes