Job Details

Join Our Team!

As a Bookkeeping Specialist, you will play a crucial role in maintaining accurate financial records for our clients at H&R Block. You will record and report financial information while ensuring compliance with established policies and procedures.

Your Day-to-Day Responsibilities:

• Receive and organize operational data for efficient entry into the bookkeeping system, ensuring accurate recording of income, expenses, returned checks, bank charges, and labor hours/codes.

• Guarantee that all checks are properly endorsed and deposited into the correct account daily, while also managing charge card transactions and accurately reporting all income.

• Balance and reconcile ledgers as part of the client's general ledger system, ensuring cash and bank accounts are reconciled according to agreed-upon standards.

• Prepare comprehensive reports regularly for business clients, covering aspects such as business income, expenses, gross taxes, and any additional information as needed.

• Provide payroll services upon request, including preparation of payroll checks and all necessary employee and employer payroll reports in accordance with applicable wage and hour laws.

• Manage a manual filing system for hard-copy documents after data entry, ensuring organized record-keeping.

• Proactively identify process improvement opportunities, communicating any concerns and suggested solutions to both management and clients.

• Participate in ongoing meetings and training sessions to enhance the bookkeeping services provided to clients.

• Attend training focused on improving job performance and efficiency.

• Perform any additional duties as assigned.

What You'll Need:

Education:

• High school diploma or equivalent.

Work Experience:

• No previous work experience required.