Client Advisor-Small Business and Tax
H&R Block
- Naperville, IL
- Permanent
- Full-time
Serves as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.Day to day, you'll...
- 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
- 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