Bookkeeper

Job Description

Bookkeeper | H&R Block

The Tone:
This is an experienced bookkeeping position at H&R Block, operating within an independently owned and operated franchise office. For over 70 years, H&R Block has led the tax industry, continuously evolving through its Block Next strategy which blends human expertise with digital innovation. This role is integral to the brand’s purpose, as you will deliver exceptional bookkeeping, payroll, and customer service to provide help and inspire confidence in clients and communities everywhere. Your contributions will support a high-performing, connected culture built on strong relationships and continuous learning.

The TL;DR
• Role: Experienced Bookkeeper
• Location: Franchise Location

• Mission: Provide help and inspire confidence by delivering exceptional bookkeeping, payroll, and customer service to clients and communities.
• Tech Stack: Xero accounting software (preferred)

What You’ll Actually Do
• Manage financial records by posting financial transactions into subsidiary books and general ledgers.
• Maintain accuracy in financial operations by reconciling and balancing accounts.
• Oversee financial reporting through generating and analyzing financial statements.
• Administer payroll processes, including preparing and processing payroll and generating 1099s and W2s, and calculating and preparing tax statements.
• Facilitate effective communication with clients, client suppliers, vendors, and banking contacts.
• Support business growth by assisting in client retention and client growth opportunities.

The Must-Haves
• Background: A high school diploma or equivalent is required. Candidates must possess national bookkeeping and payroll certifications from the National Bookkeeping Association, or demonstrate the ability to successfully obtain these certifications. A solid knowledge of bookkeeping practices and generally accepted accounting principles and procedures is essential.
• Experience: Candidates should bring 1-3 years of direct bookkeeping experience to this role.
• Skills: Key skills include analytical abilities and a keen eye for details. Strong organizational and time-management capabilities are necessary, along with the ability to multi-task and work independently. The role also requires the ability to correctly interpret and apply complete instructions, policies, and regulations, while treating confidential information with professionalism and discretion.
• Bonus: Experience with Xero accounting software is a preferred qualification for this position.