Bookkeeper

Job Description

Bookkeeper | H&R Block

The Tone:
This is an experienced Bookkeeper position at an independently owned and operated H&R Block franchise location. For over 70 years, H&R Block has been a leader in the tax industry, continuously evolving its strategy by blending human expertise with digital innovation. In this role, you will deliver exceptional bookkeeping, payroll, and customer service, directly contributing to the brand’s core purpose of providing help and inspiring confidence in clients and communities everywhere. You will join a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact, extending H&R Block’s commitment to care to its associates.

The TL;DR
• Role: Experienced Bookkeeper
• Location: Franchise Location
• Team: Franchise Team
• Mission: To provide help and inspire confidence in clients and communities everywhere.
• Tech Stack: Xero accounting software

What You’ll Actually Do
• Financial Transaction Processing: Post financial transactions accurately into subsidiary books and general ledgers.
• Account Reconciliation: Reconcile and balance accounts to ensure all financial data is consistent and correct.
• Financial Reporting & Analysis: Generate and analyze financial statements, providing clear insights into client finances.
• Payroll & Tax Compliance: Prepare and process payroll, including generating essential 1099s and W2s, and calculate and prepare tax statements.
• Client & Business Relations: Communicate professionally with clients, client suppliers, vendors, and banking contacts, while also assisting in client retention and growth opportunities.

The Must-Haves
• Background: Candidates must possess a high school diploma or equivalent. Required certifications include national bookkeeping and payroll certifications from the National Bookkeeping Association, or the proven ability to successfully obtain these certifications. A fundamental understanding of bookkeeping practices and generally accepted accounting principles and procedures is essential for this role.
• Experience: A minimum of 1-3 years of direct bookkeeping experience is required.
• Skills: Demonstrated analytical skills with a keen eye for details; strong organizational and time-management capabilities, coupled with the ability to multi-task effectively and work independently; proficiency in correctly interpreting and applying comprehensive instructions, policies, and regulations; and a proven ability to handle confidential information with the utmost professionalism and discretion.
• Bonus: Prior experience utilizing Xero accounting software.