Lead Client Advisor-Small Business and Tax
H&R Block
- Chicago, IL
- Permanent
- Full-time
- Prepare complex 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.
- Provides guidance and assistance to Tax Accountants and Senior Tax Accountants as needed.
- Experience with PeopleSoft general ledger and query preferred
- Possessing strong knowledge of tax law and statutory regulations
- Minimum of 8 years accounting experience
- Minimum of 5 year business tax/entity returns experience
- Experience with GAAP
- Experience with 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