Job Details

ID #52658699
State California
City Novato
Full-time
Salary USD TBD TBD
Source H&R Block
Showed 2024-10-07
Date 2024-10-08
Deadline 2024-12-06
Category Et cetera
Create resume
Apply Now

Client Advisor-Small Business and Tax

California, Novato, 94945 Novato USA
Apply Now

557241BRTitle:Client Advisor-Small Business and TaxWhat you'll do :Applies principles of accounting to analyze financial information and prepare financial reports. 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. Attention to detail, strong analytical skills and is a good communicator. Serves as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.

Facilitate and manage the preparation and review 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

557241BRAddress1:1013 2ND ST C1City:NOVATOState:CaliforniaAbout 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:RegularWhat you'll bring to the team :

Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience

Understanding and previous use of a Windows-based computer system, Proficiency in MS Word, Excel, and Powerpoint

Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously

Demonstrated critical thinking skills

Excellent interpersonal skills to include oral and written communication

Intermediate (practical application) Knowledge of integrated online accounting applications

Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles

5 years Minimum related work experience

Posting Title:Client Advisor-Small Business and TaxSponsored Job:#LI-KM2 #LI-OnsiteJob Family:Small BusinessWOTC Eligibility Check:Yes

Apply Now Subscribe Report job

Related jobs