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Associate Client Advisor-Small Bus & Tax

H&R Block
Virginia Beach, VA, United States
Full-time

Job Description :

Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns.

Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients.

Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process.

Day to day, you'll...Prepare tax statements, financial statements and BAS statements at required intervals

Create and return statements and documents to clients by set deadlines

Preparing 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

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 2 years accounting experience

Minimum of 1 year business tax / entity returns experience

Knowledge of GAAP

Knowledge of 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

LI-KM2 #LI-Onsite #hrbjob

3 days ago
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