H&R Block Block Advisors Sr Bookkeeper in Kansas City, Missouri
Block Advisors Sr Bookkeeper
The Sr. Bookkeeper will assist the Program Manager in the administrative and facilitative needs of Block Advisors Business Services inclusive of peer review, revenue recognition and billing procedures, assessment of regulatory and business trends, and service redundancy. This position provides bookkeeping services to Block Advisors small business clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation and other miscellaneous bookkeeping services as needed. In addition, this position will partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide quality review of bookkeeping and payroll transactions as part of peer review and guide Bookkeepers in complex transactional entries in a consultative capacity.
Compile monthly and quarterly reporting as needed to provide assessment of business trends/results.
Assist in client service coverage as needed to assure service delivery.
Check and verify source documents such as invoices, receipts, computer printouts, etc.
Post financial transaction details to subsidiary books and general ledger.
Reconcile and balance accounts.
Generate and analyze financial statements (Profit and loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows).
Prepare and facilitate the processing of client payroll.
Comply with relevant reporting requirements
Calculate and prepare tax payments. Generate 1099’s and W-2’s for clients.
Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return
Maintain complete filing system to support financial records.
Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts.
Assure confidentiality and privacy at all times.
Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships.
Consult with potential small business clients, respond to client questions and provide business services price quotes.
Participate in potential new client net-working events to help educate and answer questions about small business services.
High School Diploma or equivalent.
A minimum of 4 years of bookkeeping experience preferred.
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.
Ability to work independently.
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.
Ability to treat confidential information with professionalism and discretion.
4 -6 years of experience in bookkeeping and accounting concepts.
Significant experience with Xero accounting software.
Significant payroll processing/reporting experience; ADP utilization
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One H&R Block Way
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.