India Associate
What you'll do...
Roles And Responsibilities
I. Recording transactions such as income and outgoings and posting them to various accounts.
II. Verify receipts and payments in the bank and match them with the invoices and bills accordingly.
III. Converting the data from PDF to Excel and other formats as required.
IV. Verification of balances with the bank statements.
V. Entering the bank transaction details into the accounting software.
VI. Perform categorization tasks on a monthly/quarterly/yearly basis as necessary to prepare financial
statements.
VII. Keeping the books updated regularly and reviewing the financial statements at the end of each
month.
VIII. Review the financial statements and general ledger reports at the end of the financial year and make
the year-end adjustment journal entries.
IX. Coordinate with the team members and assist them in any other accounting-related work.
X. Maintain the client tracker with the status update and update the timesheet regularly.
What you'll bring to the team...
What is the expectation of the candidate’s current role/profile?
H&R Block, founded in 1955 by Henry and Richard Bloch, is a leading tax services company that has prepared over 800 million tax returns through nearly 12,000 offices worldwide. The company is dedicated to helping clients and inspiring confidence through innovative tax solutions tailored to their needs. With a people-first culture, H&R Block focuses on building strong relationships with clients, communities, and associates. It fosters a family-like environment that values diversity, creativity, collaboration, and continuous innovation. The organization believes in working better together while embracing new ideas and future opportunities.
Roles And Responsibilities
I. Recording transactions such as income and outgoings and posting them to various accounts.
II. Verify receipts and payments in the bank and match them with the invoices and bills accordingly.
III. Converting the data from PDF to Excel and other formats as required.
IV. Verification of balances with the bank statements.
V. Entering the bank transaction details into the accounting software.
VI. Perform categorization tasks on a monthly/quarterly/yearly basis as necessary to prepare financial
statements.
VII. Keeping the books updated regularly and reviewing the financial statements at the end of each
month.
VIII. Review the financial statements and general ledger reports at the end of the financial year and make
the year-end adjustment journal entries.
IX. Coordinate with the team members and assist them in any other accounting-related work.
X. Maintain the client tracker with the status update and update the timesheet regularly.
What you'll bring to the team...
What is the expectation of the candidate’s current role/profile?
- Should have at least 1 year of US bookkeeping experience.
- In-depth knowledge of accounting, best practices, and terminology.
- Excellent communication skills, both verbal and written.
- Attention to detail and accuracy of work.
- Qualification – B. Com + MBA/M. Com.
H&R Block, founded in 1955 by Henry and Richard Bloch, is a leading tax services company that has prepared over 800 million tax returns through nearly 12,000 offices worldwide. The company is dedicated to helping clients and inspiring confidence through innovative tax solutions tailored to their needs. With a people-first culture, H&R Block focuses on building strong relationships with clients, communities, and associates. It fosters a family-like environment that values diversity, creativity, collaboration, and continuous innovation. The organization believes in working better together while embracing new ideas and future opportunities.
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