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At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round.

Our Company:
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

What you'll do...:
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year.  Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.  Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. 

What you'll bring to the team...:
<ul><li>Build year-round client relationships  </li><li>Provide tax preparation, tax audit support and tax planning year-round </li><li>Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) </li><li>Generate business growth, increase client retention, and offer additional products and services </li><li>Provide clients with IRS support  <ul><li>All certification levels can provide tax notice services  </li><li>Circular 230 associates can provide audit representation </li></ul></li><li>Grow your tax expertise </li><li>5+ years of tax experience  </li><li>Experience completing individual tax returns </li><li>Tax planning and audit support </li><li>Ability to effectively communicate in person and virtually </li><li>Comfort working with virtual tools – video conferencing and chat </li><li>Experience working in a fast-paced, supportive environment </li><li>Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent  </li><li>Must complete continuing education requirements and meet all other IRS and applicable state requirements </li></ul>

It would be even better if you also had...:
<ul><li>CPA or Enrolled Agent certification </li><li>Experience completing business tax returns </li><li>Experience conducting virtual tax interviews </li><li>Sales and/or marketing experience  </li><li>Bachelor’s degree in accounting or related field  </li></ul>

Why work for us:
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. <ul><li>Employee Assistance Program with Health Advocate. </li><li>Wellbeing program, BetterYou, to help you build healthy habits.  </li><li>Neurodiversity and caregiver support available to you and your family.  </li><li>Various discounts on everyday items and services. </li><li>Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.  </li><li><a href="http://www.blockbenefits.com/" rel="noopener nofollow noreferrer" target="_blank">Click here to checkout all available benefits. </a></li></ul> The Community You Will Join:  At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.   You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.   H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.  If you’re looking to make an impact, H&R Block is the place for you.   *Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.   

Sponsored Job:
#14425

H&R Block

Block Advisor Tax Advisor

Accounting

Business Growth

Business Services

Certified Public Accountant (CPA)

Communication Skills

Continuous Improvement

Customer Experience

Customer Relations

Customer Retention/Renewal

Customer Support/Service

Health Plan

Income Tax

Process Improvement

Small Business

Stock Purchase Plans

Strategic Planning

Tax Accounting

Tax Planning

Tax Returns

Teleconferencing

Video Chat

Videoconferencing

[AW]-iCims

Coordinate with project managers and operations leadership to ensure shop-floor data (PowerFab production status, outside-processor costs, station throughput) and field data (ProjectSite) is captured accurately in financial reporting. A structural steel fabricator headquartered in central Indiana, backed by an experienced private family office sponsor and is in the early stages of a multi-year operational transformation.

Corporate ControllerPrivate-equity-backed structural steel platform  |  South Central IndianaIndustry: Structural steel fabricationOwnership: Private equity sponsor, post-platform-acquisitionStage: Early operational transformationLocation: South Central Indiana, on-siteReports to: President and PE sponsor, with Board exposureScope: HoldCo with three operating companiesTHE COMPANYA structural steel fabricator headquartered in central Indiana, backed by an experienced private family office sponsor and is in the early stages of a multi-year operational transformation. The Controller will own the day-to-day accounting and finance function across the group of operating companies. This is a hands-on role. The right candidate is comfortable doing the work, not just supervising it. A CFO will be added later as the platform grows into M&A and exit preparation.KEY RESPONSIBILITIESAccounting and Monthly Close<ul><li> Own the general ledger across both legal entities. Maintain a clean trial balance and reconciled balance sheet.</li><li> Lead the monthly close. Target business-day-15 in the first 90 days, business-day-10 within six months, and business-day-7 by year-end.</li><li> Perform or supervise account reconciliations, journal entries, accruals, and intercompany eliminations between the operating companies.</li><li> Oversee AP and AR processes, vendor onboarding, customer billing, and collections in coordination with the accounting team.</li></ul>Job-Cost and Work-In-Process Accounting<ul><li> Own job-cost accounting across all active fabrication projects. Track estimated cost, actual cost, and estimate-to-actual variance by job.</li><li> Maintain work-in-process accounting and percentage-of-completion revenue recognition. Reconcile WIP monthly with full over and under billings analysis.</li><li> Coordinate with project managers and operations leadership to ensure shop-floor data (PowerFab production status, outside-processor costs, station throughput) and field data (ProjectSite) is captured accurately in financial reporting.</li><li> Track inventory across raw steel, in-process, and finished goods. Run cycle counts and physical inventory procedures.</li></ul>Lender and Sponsor Reporting<ul><li> Own all lender deliverables: monthly financial reporting packages, covenant compliance certificates, borrowing-base certificates, and audit and field-exam coordination.</li><li> Prepare the monthly sponsor reporting package including P&L, balance sheet, cash flow, KPIs, and 13-week cash forecast.</li><li> Maintain the borrowing-base calculation. Accuracy here is non-negotiable. Borrowing-base errors put the credit facility at risk.</li><li> Serve as the primary point of contact for the annual financial statement audit, working with outside auditors on requests, schedules, and adjustments.</li></ul>Cash and Treasury<ul><li> Manage daily cash positioning across operating and real estate entity bank accounts. Maintain the 13-week cash flow forecast.</li><li> Manage benefits accruals and employer tax filings.</li><li> Coordinate with outside tax advisors on federal, state, and local tax compliance, including multi-state nexus, sales and use tax on fabricated materials, and any applicable credits or incentives.</li></ul>Systems and Process<ul><li> Maintain the current accounting system and own data integrity across the GL, job-cost ledger, and AP/AR subledgers.</li><li> Participate actively in the evaluation and implementation of a manufacturing-grade ERP. The Controller will be the finance lead on the ERP project, working alongside operations and the eventual CFO.</li><li> Document accounting policies, close procedures, and internal controls. Build the playbook a successor or expanding team can follow.</li><li> Maintain clean separation between the operating companies, including intercompany journal entries and consolidated reporting.</li></ul>CANDIDATE PROFILERequired Experience<ul><li> 10+ years of progressive accounting experience in a manufacturing, construction, or project-based business, including at least 3 years as a Controller or Assistant Controller.</li><li> Hands-on expertise in job-cost accounting, WIP, and percentage-of-completion revenue recognition. Structural steel, heavy fabrication, machining, or industrial construction experience strongly preferred.</li><li> Direct experience with lender reporting, covenant compliance, borrowing-base certificates, and annual audits.</li><li> Track record of running a monthly close on a tight cadence, including WIP reconciliation and over and under billings analysis.</li><li> Comfortable owning the work, not just reviewing it. This role does not have a large staff to delegate to. The Controller will personally touch journal entries, reconciliations, and reports.</li></ul>Strongly Preferred<ul><li> CPA</li><li> Quickbooks and Vista ERP experience</li><li> Prior exposure to Tekla, PowerFab, or comparable structural steel detailing and production systems.</li><li> Experience operating across multiple legal entities (operating company plus real, sister subs, or post-acquisition integration).</li><li> Experience as part of an ERP implementation, especially in a manufacturing setting.</li><li> Prior experience reporting to a private equity sponsor or institutional lender.</li></ul>Personal Attributes<ul><li> Detail-oriented. Comfortable closing the month while also fielding a lender request and reconciling an inventory variance.</li><li> Direct communicator. Surfaces problems early. Does not paper over reconciliation issues.</li><li> Operationally curious. Willing to walk the shop floor to understand why job costs are running over.</li><li> Builder mindset. Comfortable in an environment where systems and processes are still being put in place.</li><li> Team player/leader; ability to coach finance staff on process improvements and internal controls</li></ul>CAREER PATHThis role has a defined upward path. The platform's growth thesis includes add-on acquisitions and an eventual exit, which will require a CFO. The Controller who succeeds in this seat is well-positioned to grow into VP Finance or CFO as the platform scales, or to become a senior member of the finance team under an incoming CFO. COMPENSATION AND PROCESSCompetitive base salary and performance-based annual bonus tied to platform value creation. Specific compensation will be calibrated to the candidate's experience.Confidentiality is required. All inquiries will be handled discreetly. Qualified candidates should submit a resume and a brief note describing relevant experience to the contact identified in the search materials.Equal Opportunity Employer.

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