Client Advisor-Small Business and Tax

Job Description:Join our team at H&R Block as a Small Business Tax - Client Advisor!In this dynamic role, you'll leverage your accounting expertise to analyze financial information and prepare comprehensive financial reports. You will also play a crucial part in helping businesses and clients navigate their tax obligations by preparing, submitting, and managing tax statements and returns. Beyond just handling numbers, you'll be a trusted advisor, providing insightful advice on financial and tax matters to support our clients' success.Day to Day, You'll...Facilitate and manage the preparation and review company federal tax returns and the accurate, timely filing of all tax formsEnsure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filingsFind and implement opportunities for process improvement in company tax proceduresDevelop and implement strategic tax planning for all necessary federal and state taxesManage members of the tax team as they prepare components of the company's US federal income tax return and other tax documentsPlan for and develop overall return calendar and coordinate timing and inputs with tax teamMaintain effective control procedures over all aspects of the tax processManage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislationProvide support with various internal audits and special tax related projectsReview tax returns and quarterly/yearly tax projectionsManage and mentor members of tax team to greater levels of effectiveness and engagementAbout 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.What you'll bring to the team...Bachelor's degree in a related field or the equivalent through a combination of education and related work experienceUnderstanding and previous use of a Windows-based computer system, Proficiency in MS Word, Excel, and PowerpointDemonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneouslyDemonstrated critical thinking skillsExcellent interpersonal skills to include oral and written communicationIntermediate (practical application) Knowledge of integrated online accounting applicationsIntermediate (practical application) Knowledge of Generally Accepted Accounting Principles5 years Minimum related work experience#LI-Onsite #hrbjob #LI-GS1

Created: 2025-01-25