Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Block Advisor Tax Advisor

$16.5 - $80 per hour

H&R Block

About the Role

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.

Day to day, you'll...

  • Build year-round client relationships

  • Provide tax preparation, tax audit support and tax planning year-round

  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)

  • Generate business growth, increase client retention, and offer additional products and services

  • Provide clients with IRS support

  • All certification levels can provide tax notice services

  • Circular 230 associates can provide audit representation

  • Grow your tax expertise

Required Qualifications

  • 5+ years of tax experience

  • Experience completing individual tax returns

  • Tax planning and audit support

  • Ability to effectively communicate in person and virtually

  • Comfort working with virtual tools – video conferencing and chat

  • Experience working in a fast-paced, supportive environment

  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent

  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Preferred Qualifications

  • CPA or Enrolled Agent certification

  • Experience completing business tax returns

  • Experience conducting virtual tax interviews

  • Sales and/or marketing experience

  • Bachelor’s degree in accounting or related field

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$16.50/Hr.-$80.00/Hr.

Sponsored Job

#17958

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Block Advisor Tax Advisor in Patchogue, NY vacancy
  • TD in Medford, New York is seeking a Financial Advisor Associate. This role involves attracting and retaining clients by addressing their wealth management needs and providing tailored investment strategies. The ideal candidate will possess strong interpersonal skills and... 
    Suggested

    TD

    Medford, NY
    5 days ago
  • A leading financial institution is seeking a Financial Advisor in Medford, NY. The position involves providing tailored financial advice and support to clients in achieving their investment goals. Responsibilities include triaging client leads, making referrals, and helping... 
    Suggested

    Bank of America

    Medford, NY
    5 days ago
  • $72.28k - $108.16k

    TD in Medford, New York, is seeking a Financial Advisor. This position is a three-year program focusing on financial planning guidance and investment management. Successful candidates will leverage their experience to meet the unique needs of TD Wealth clients and help... 
    Suggested

    TD

    Medford, NY
    5 days ago
  • $66.56k - $99.32k

     ...who can provide you more specific details for this role. Line Of Business Gestion de patrimoine TD Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Flexible hours

    TD

    Medford, NY
    5 days ago
  • TD Bank is seeking a dedicated Financial Advisor in Medford, New York. This role entails providing tailored financial planning guidance to clients and recommending investment management solutions. As a key client contact, the Financial Advisor will manage relationships,... 
    Suggested

    TD Bank

    Medford, NY
    4 days ago
  • ## Financial Advisor - Medford, Long IslandApplyremote type: On Sitelocations: Medford, New Yorktime type: Full timeposted on: Posted 5 Days Agotime left to apply: End Date: May 1, 2026 (8 days left to apply)job requisition id: R\_1458423**Work Location:**Medford, New York... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Medford, NY
    4 days ago
  • A leading financial institution in Hauppauge, New York, seeks a Financial Advisor Associate to attract and retain clients. The role involves analyzing clients' financial information, advising on investment strategies, and building client relationships. Candidates should... 
    Full time

    TD

    Hauppauge, NY
    1 day ago
  • Jennifer O'Brien - State Farm Agent is looking for an Account Associate to join the team in North Great River, New York. This role involves establishing customer relationships, educating clients on insurance options, and developing leads. The ideal candidate should be detail...
    Flexible hours

    Jennifer O'Brien - State Farm Agent

    Great River, NY
    5 days ago
  •  ...Job Description Job Description We are seeking a Financial Advisor (FA) who is committed to building a long-term career in financial...  ...rebalancing strategies · Implement planning recommendations · Review tax returns, estate documents, and beneficiary designations ·... 
    Local area

    NestEgg Advisors

    Hauppauge, NY
    16 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville, New York;Smithtown, New York; Southampton, New York; Riverhead, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Smithtown, NY
    6 days ago
  • A prominent financial services firm is seeking Financial Advisors to engage with high-net-worth individuals, identify financial goals, and provide tailored investment recommendations. Candidates must possess Series 7 & 66 licenses and demonstrate experience in financial... 

    Bank of America

    Smithtown, NY
    2 days ago
  • $150k - $155k

    Mohr Talent is searching for an experienced Wealth Advisor in Smithtown, NY. The ideal candidate will inherit approximately 80-100 established client relationships and will focus on delivering exceptional service rather than heavy prospecting. This role offers a competitive... 

    Mohr Talent

    Smithtown, NY
    15 hours ago
  •  ...needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! Over 90% of our top advisors come from careers such as Real Estate, Accounting, Education, and other industries outside of finance If you've built success in... 
    Permanent employment
    Remote work

    WizeHire, Inc

    Hauppauge, NY
    3 days ago
  • $30k - $60k

    Morgan Wilshire Securities is seeking a Financial Advisor Trainee to join their team in Garden City, NY. This position offers full-time employment with an annual salary ranging from $30,000 to $60,000. As a trainee, you'll work closely with seasoned professionals, gaining... 
    Full time
    Traineeship

    Morgan Wilshire Securities

    Smithtown, NY
    4 days ago
  • JPMorganChase is seeking a Private Client Advisor to provide financial planning and advice at their Hauppauge location. This role involves offering personalized investment solutions while building strong relationships with clients. The ideal candidate will have at least... 

    JPMorganChase

    Hauppauge, NY
    3 days ago
  • ## Financial Advisor - Hauppauge, NYApplyremote type: On Sitelocations: Hauppauge, New Yorktime type: Full timeposted on: Posted 6 Days Agotime left to apply: End Date: June 12, 2026 (10 days left to apply)job requisition id: R\_1458422**Work Location:**Hauppauge, New York... 
    Work at office

    TD Bank

    Hauppauge, NY
    3 days ago
  • $150k - $155k

     ...Position Overview A highly respected boutique Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to join its...  ...planning matters, including estate planning, trust strategies, and tax planning. Guide clients through retirement planning, investment... 
    Full time
    Local area

    Mohr Talent

    Smithtown, NY
    2 days ago
  • $65k - $80k

    Job Description This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs...
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Medford, NY
    5 days ago
  •  ...financial services tailored to their clients needs. This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank... 
    Work at office
    Local area

    LPL Financial

    Hauppauge, NY
    3 days ago
  • JPMorgan Chase & Co. in Center Moriches is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. This role involves building client relationships and fostering a culture of diversity while helping clients navigate... 

    JPMorgan Chase & Co.

    Center Moriches, NY
    5 days ago
  • A leading financial services company in Selden, NY is seeking an advisor to provide comprehensive financial advice and solutions for clients. The role involves meeting clients to review their financial goals, recommending banking and investment strategies, and requires... 

    Bank of America

    Selden, NY
    3 days ago
  • TD Bank is seeking a Financial Advisor in Hauppauge, NY. The role involves providing financial planning guidance and selling investment management solutions while ensuring exceptional client service. The Financial Advisor is expected to manage client relationships, facilitate... 

    TD Bank

    Hauppauge, NY
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Selden, NY to provide comprehensive financial planning and advice to individuals and families. This role focuses on building client relationships and delivering personalized investment solutions while embracing... 

    JPMorgan Chase & Co.

    Selden, NY
    4 days ago
  • $72.28k - $108.16k

    TD is seeking a Financial Advisor in Hauppauge, New York, to guide clients in financial planning and investment management. This role focuses on building strong client relationships and delivering tailored financial advice. The ideal candidate must have a strong sales background... 

    TD

    Hauppauge, NY
    1 day ago
  •  ...Responsibilities Kforce has a client that is seeking to hire a Tax Accountant in Hauppauge, New York (NY).Summary:In this role, the Tax Accountant reports to the Assurance Partner and is responsible for organizing and managing client review and compilation engagements... 
    Hourly pay
    Contract work
    Work experience placement

    Kforce

    Hauppauge, NY
    1 day ago
  • $45k - $75k

     ...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers... 
    Local area

    LPL Financial

    Manorville, NY
    4 days ago
  • Job Duties The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training to help ...
    Local area

    Internal Revenue Service

    Holtsville, NY
    2 days ago
  • JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate... 

    JPMorganChase

    Hauppauge, NY
    5 days ago
  •  ...provide a supportive atmosphere where your efforts are acknowledged and rewarded when we reach our goals. What You Will Do as a Staff Tax Accountant Prepare a wide range of tax returns, including corporate, partnership, and individual returns, demonstrating... 

    SMG Accountants, Bookkeepers and Advisors

    Islandia, NY
    5 days ago
  • $75k

    Staff Accountant LHH is seeking a Staff Accountant to work in Suffolk County onsite. This can be a direct hire or temp to hire opportunity and can pay $75K. Client will also consider more entry level candidates who are willing to learn with advanced Excel skills and...
    Temporary work
    Immediate start

    LHH

    Bellport, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Block Advisor Tax Advisor. Be the first to apply!