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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping practices, financial record maintenance, and compliance with financial regulations. Proficient in generating financial statements and providing exceptional client services while managing payroll and accounting tasks.
Highest-signal resume keywords
Bookkeeping PracticesFinancial Statement GenerationPayroll ManagementClient Services ExperienceNational Bookkeeper Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Record MaintenanceBank ReconciliationData EntrySales Tax FilingFinancial ReportingAccounting PrinciplesTransaction CategorizationAnalytical SkillsMulti-taskingCompliance with Regulations
Soft Skills
Detail OrientedGood Verbal SkillsGood Written SkillsCustomer ServiceAbility to Adapt
Tools & Technologies
Microsoft OfficeExcelOpen OfficeBookkeeping SoftwareDatabase Management
Certifications & Qualifications
National Bookkeeper CertificationPayroll Certification
Industry Keywords
Generally Accepted Accounting PrinciplesFinancial RegulationsClient AccountingTax Return Data EntryBlock Advisors Fulfillment Network
About the role
Key responsibilities & impact- Maintain accurate financial records for clients
- Support account managers by documenting transactions, preparing reports, and assisting in compliance with financial regulations
- Provide bookkeeping and payroll services, including recording financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other bookkeeping and payroll services
- Partner with Tax Advisors to deploy an effective two-way referral method and develop the business services client base
- Process financial information and materials
- Enter financial information into accounting or other financial systems while complying with reporting requirements
- Handle data entry, bank reconciliations, and payroll management
- Assist Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network
- Reconcile accounts and categorize transactions appropriately
- Compile monthly and quarterly reporting
- Raise questions and address client accounting irregularities while providing customer service
- Partner with Account Managers and Tax Advisors by providing bookkeeping and payroll information
- Prepare balance sheets, income statements, and cash flow statements
- Communicate with account managers, clients, suppliers, vendors, and banking contacts
- Assist in client service coverage to ensure service delivery
- Generate Block Advisors growth opportunities and increase retention through referrals and partnerships
Requirements
What you’ll need- High school diploma or equivalent
- Knowledge of bookkeeping practices, generally accepted accounting principles and procedures
- National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications
- Microsoft Office, specifically Word, Excel and Open Office experience
- Ability to multi-task in multiple window applications
- Familiarity with bookkeeping software, spreadsheets, and database management
- Ability to adapt to new tools and automation
- Analytical and detail oriented
- Good verbal and written skills
- Client Services experience
- Ability to complete assigned projects on time with minimal supervision
- Ability to correctly interpret and apply complex instructions, policies and regulations
- Preferred: Associate's degree in a related field or the equivalent through a combination of education and related work experience
Benefits
Comp & perks- Competitive pay
- Comprehensive benefits
- Support for life both in and outside of work
- Continuous learning
- High Performing, Connected Culture
- Strong relationships and shared commitment to making a meaningful impact
