Block Advisor Tax Advisor
H&R Block
Block Advisor Tax AdvisorAs a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendationsBuild trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and servicesProvide IRS support, tax notice assistance, and audit guidance to clients as neededCollaborate with team members, share knowledge, and contribute to a positive, client-focused office environmentRequired Qualifications:Successful completion of the H&R Block Tax Knowledge Assessment¹5+ years of experience in tax preparation, accounting, finance, or bookkeepingExperience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolutionExperience working in a client-facing, consultative, or advisory roleStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly languageMust complete continuing education and meet all other IRS and applicable state requirementsHigh school diploma / GED / equivalentPreferred Qualifications:Bachelor's degree in accounting, finance, or a related fieldCPA or Enrolled Agent (EA), or other IRS Circular 230 credentialsFamiliarity with GoSystem or Ultratax softwareFamiliarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)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.¹ - 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.
- Seasonal Tax AdvisorAs a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships...SuggestedHourly paySeasonal workWork at officeLocal area
- ...seeks a TurboTax Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers, while growing the local client base and delivering exceptional...SuggestedLocal area
- ...seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations. You will serve as a trusted advisor, delivering full-service tax return preparation, tax advice, and software support to in-person customers while building a local client base. This...SuggestedLocal area
- ...or Flagship location. You will serve in-person clients, provide tax advice, perform tax preparation, and help grow a local client base... ...long-term relationships, and represent TurboTax as a trusted advisor in the community while adhering to Intuit policies. #J-18808-Ljbffr...SuggestedLocal area
- ...individuals to join our TurboTax Retail team as on-site Retail Experts at TurboTax locations across the United States. This role combines tax expertise with community engagement to help customers navigate their tax needs and achieve positive financial outcomes. You will...SuggestedLocal area
- ...individuals to join our TurboTax Retail team as Retail Experts at a location near you across the United States. This on-site role blends tax expertise, community engagement, and entrepreneurship to help customers with their tax needs. You will provide in-person tax return...Local area
- ...our TurboTax Retail team as Retail Experts. You will work on-site at a TurboTax Retail or Flagship location, delivering full-service tax return preparation, advice, and software support to in-person customers. You’ll engage respectfully with clients, foster local relationships...Local area
- Intuit Inc. seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations, serving in-person customers with tax preparation and advice. You will grow the local client base, deliver personalized tax solutions, and represent TurboTax in the...Local area
- Intuit seeks energetic TurboTax Retail Experts to serve customers on-site at Retail or Flagship locations, delivering tax return preparation and advice. You will grow the local client base, foster relationships, and provide a best-in-class customer experience in a front...Local areaWeekend work
- ...Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will serve clients with in-person tax preparation, tax advice, and software support, helping customers navigate complex tax situations and maximize refunds. You will build...Local area
- ...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...Local area
- ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...Local area
- ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...Local area
- Seasonal Tax AssociateAs a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
- Intuit Inc. seeks TurboTax Retail Experts to provide tax services and support customers in a collaborative team at TurboTax Retail locations across the United States. The role involves engaging with the community, offering tax advice, and preparing tax returns. Additionally...Local area
- ...seeks TurboTax - Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States, providing full-service tax return preparation, tax advice, and software support. You’ll grow TurboTax’s client base in the local community and build long-term...Local area
- ...operational excellence.Collaborate closely with senior finance and business leaders across the global enterprise, serving as a trusted advisor on accounting, controls, and reporting matters.Strategic Initiatives & TransformationDrive finance transformation initiatives...Full timeFor contractors
$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes...Work at officeLocal areaMonday to Friday- ...candidate will be comfortable working in the day-to-day detail of tax planning, payment and filing obligations while also... ...closely with Corporate Accounting, Treasury, FP&A, Payroll, external advisors and the Group Tax teamWhat you will be doingSupport the day-to-day...Full timeLocal area
- Bank of America in Flower Mound, TX seeks a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through brokerage products, asset management, and banking services. You will triage client needs, refer...Weekday work
- ...unparalleled banking services. Who you are: As a Financial Advisor II , you will work with our clients to help them develop... ...with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing...Full time
- ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible...Temporary workFlexible hours
$75k - $80k
...Associate Wealth Advisor Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is... ...creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members...Work at officeLocal areaRemote work2 days per week- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Dallas, TX. Financial Advisors are based within a bank branch and work within a...Full timeTemporary workPart timeWork at office
- ...member of the Finance organization that provides direct financial oversight and decision support for business partners within the Advisor Services enterprise. This role combines both financial planning and ad-hoc analytics in support of various business initiatives. The...Full timeWork at office
$90k - $120k
...Advisory We're looking for a unicorn — someone who understands the tax code at a level most practitioners never reach, and who can use... ...product development and service design Support client-facing advisors with technical depth and deal‑specific guidance Contribute to...Full time- ...accounts payable, expense management, audit requests, and year-end tax preparation. A central priority will be designing and... ...schedules, account analyses, 1099 information, and responses to tax advisor questions. Maintain organized electronic workpapers and an audit...
- ...partner closely with the CFO, General Managers, lenders, and external advisors. Our ideal candidate will have the experience and qualifications... ..., 3-way match for A/P, and bank reconciliation standardsAudit, Tax & External AdvisorsManage annual financial statement audits (...Work at officeNight shiftWeekend work
$133.4k - $238.4k
...senior leaders to adopt innovative approaches.Essential Duties and responsibilitiesStrategic Leadership & AdvisoryServe as a senior advisor to executive and departmental leadership, providing expert guidance on probabilistic audit, LLM‑driven reasoning, and emerging...Full timeWork at officeShift work
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