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Client Advisor-Small Business and Tax
Client Advisor-Small Business and TaxH&R Block • Everett, WA, US
Client Advisor-Small Business and Tax

Client Advisor-Small Business and Tax

H&R Block • Everett, WA, US
30+ days ago
Job type
  • Full-time
Job description

Client Advisor Small Business And Tax

We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It's an exciting time to be a part of H&R Block!

What You'll Do...

As a Client Advisor Small Business and Tax you will apply principles of accounting to analyze financial information and prepare financial reports. You will prepare, submit and manage tax statements and returns for businesses and clients. The Client Advisor Small Business and Tax will also provide advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws, and acts that govern the process. You will serve as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.

Day To Day, Youll

  • Facilitate and manage the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms
  • Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings
  • Find and implement opportunities for process improvement in company tax procedures
  • Develop and implement strategic tax planning for all necessary federal and state taxes
  • Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents
  • Plan for and develop overall return calendar and coordinate timing and inputs with tax team
  • Maintain effective control procedures over all aspects of the tax process
  • Manage 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 legislation
  • Provide support with various internal audits and special tax related projects
  • Review tax returns and quarterly / yearly tax projections
  • Manage and mentor members of tax team to greater levels of effectiveness and engagement

What You'll Bring To The Team...

Education :

  • Bachelors degree in a related field or the equivalent through a combination of education and related work experience.
  • Work Experience :

  • Demonstrated critical thinking skills
  • Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks / projects simultaneously
  • Excellent interpersonal skills to include oral and written communication
  • Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles
  • Intermediate (practical application) Knowledge of integrated online accounting applications
  • 5 years minimum related work experience
  • Understanding and previous use of a Windows-based computer system and proficiency in MS Word, Excel, and PowerPoint
  • Why Work For Us

    Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You'll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

    Equal Opportunity Employer : H&R Block does not tolerate discrimination based on a person's race, color, religion, ancestry, age, sex / gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.

    Pay Range Information : The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and / or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

    Pay Range : $72,200.00 - $108,300.00 / Yr.

    Sponsored Job : #LI-KM2

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    Client AdvisorSmall Business and Tax • Everett, WA, US

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