Block Advisors Bookkeeper

H&R Block

Posted 3 months ago

Full Time

New Hope, Minnesota

In Person

Smart Summary

Responsibilities

The bookkeeper is responsible for recording and reporting financial information, including income, expenses, and payroll for business clients. They also maintain accurate ledgers, reconcile bank accounts, and prepare detailed financial reports.

Qualifications

We are looking for a detail-oriented bookkeeper to record and report financial information for our clients, with at least one year of related experience. The ideal candidate should be proficient in maintaining books, reconciling ledgers, and preparing financial reports. A high school diploma or equivalent is required.

Job Description

Our Company

An Acquisition Bookkeeper is responsible for recording and reporting financial information related to an H&R Block client's business activity. Maintains client's books in accordance with policy and procedures. Verifies and records financial data in a manual and/or computerized system. Identifies issues with current process and notifies management and business client of concerns and potential solutions.


A Typical Day...

  • Receives operational data for entry into the client's bookkeeping system and determines the best method to record the financial information, such as income, expenses, returned checks, bank charges, and labor hours/codes. Manually records information into the bookkeeping system.
  • Ensures all checks are endorsed properly and deposited into the proper account each day. Prepares all charge card transactions on the day received. Reports all income and bank charge and information.
  • Balances and reconciles ledgers, which will become part of the client's general ledger system. Reconciles cash and bank accounts on an agreed-upon basis, comparing account balances to other recorded sources.
  • Develop detailed reports on a periodic basis for the business client regarding business income, business expenses, gross taxes, and other reports, as needed.
  • Perform payroll services as requested by the business client account including preparation of payroll checks, preparation of monthly, quarterly, and annual employee and employer payroll reports. Prepares payroll in accordance with local, state, and federal wage and hour laws.
  • Maintains a manual file system to store the hard-copy documents after entry into the record keeping system.
  • Identifies issues with current process and notifies management of potential concerns and potential solutions. The client is also notified of any issues, concerns and solutions related to the maintenance of the client's financial records.
  • Participates in meetings and training sessions to continuously improve the bookkeeping service provided to the client.
  • Attends training related to the effective and efficient performance of job duties.
  • Other duties, as assigned.

What you'll bring to the team...

Education:

  • High school diploma or equivalent

Work Experience:

  • 1 year Minimum related work experience

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

$16.37 - $58.00/Hr.

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 prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. 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 because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. 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. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!
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