Block Advisor Tax Advisor
$11 - $80 per hourH&R Block
Overview 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 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. 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 What you\'ll bring to the team Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducting 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 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 Assessment* or equivalent Must complete continuing education requirements and meet all other IRS and applicable state requirements 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. Employee Assistance Program with Health Advocate. Wellbeing program, BetterYou, to help you build healthy habits. Neurodiversity and caregiver support available to you and your family. Various discounts on everyday items and services. Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. Click here to checkout all available benefits. 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. 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. Pay 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 $11.00 - $80.00/Hr. Sponsored Job #6552 #J-18808-Ljbffr
$11 - $80 per hour
...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...Suggested$11 - $80 per hour
Overview Block Advisor Tax Advisor - Remote at H&R Block. This remote tax professional role serves clients with diverse tax needs and provides the support of an expert team and advanced tax training to help you succeed. Responsibilities Conduct tax interviews with clients...SuggestedRemote jobHourly payMinimum wageFull timeLocal areaFlexible hours- A tax services company seeks a remote Tax Advisor to support clients with diverse tax needs. This role involves conducting virtual tax interviews, generating... ...tools. Comprehensive benefits offered, including medical coverage and retirement plans. #J-18808-Ljbffr H&R BlockSuggestedRemote job
- A leading tax services firm is seeking a Tax Advisor to provide year-round tax preparation and planning services. The ideal candidate will have CPA or Enrolled... ...committed to investing in your well-being and providing the resources to help you succeed. #J-18808-Ljbffr H&R BlockSuggested
$75k - $125k
...Senior Tax Advisor Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration...SuggestedWork experience placementWork at officeFlexible hours$85k - $115k
...Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight...Full timeLocal areaImmediate startFlexible hours- ...Girls Just Gotta Have Funds is growing and looking for a Junior Financial Advisor to join our team. This is a unique opportunity for a securities-licensed advisor who wants to grow in the business while learning from an established, client-focused financial planning team...Work at office10 hours per week
- ...upper level client management Has intermediate to advanced level tax preparation skills Performs a detailed review of team's... ...Us CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge...Work at office
$20 - $21.63 per hour
.... Together we can make a difference in the financial future of our communities. Apply today! General Summary Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to...Full timeWork at officeFlexible hours$45k - $100k
...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,... ...advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding...$86.1k - $107.2k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an... ...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$86.1k - $107.2k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity... ...and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the...Contract workFor contractorsFor subcontractorWork at officeLocal areaRemote work2 days per week$80k - $85k
...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric... ...present financial plans using planning software. Apply knowledge of tax, estate, insurance, and investment planning. Create holistic...Work at officeRemote work3 days per week- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client ...Full timePart time
$100.8k - $162.4k
...for a company that values your contributions and supports your growth, we would like to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. Advanced capability of...Permanent employmentTemporary workWork at officeFlexible hours$238k - $362.6k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services...Local areaWorldwide$45k - $100k
...Support Positions by State California Position Type Financial Advisor EEO Statement Edward Jones does not discriminate on the basis of... ...financial advisors. Edward Jones offers a 401(k) retirement plan, and tax‑advantaged accounts: health savings account and flexible...TraineeshipLocal areaFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I to lead client interactions and manage relationships. You will help guide customers through various financial solutions while obtaining required licenses like SIE, Series 7, and Series 66. The ideal candidate...
- Bank of America in Belmont, CA is hiring a Financial Solutions Advisor Stage I (FSA I) to support clients in managing their financial needs. This position includes obtaining necessary licenses through dedicated training and progressing in roles that enhance client relations...
- Role, Inc. is looking for a Financial Advisor in Redwood City, California. This position entails establishing long-term client relationships and expanding your client base by identifying financial goals. The company offers a comprehensive training program and the potential...
- Girls Just Gotta Have Funds is seeking a Junior Financial Advisor in Redwood City, CA. This role offers a unique opportunity to support existing client relationships and grow in a collaborative financial planning environment. Ideal candidates will join a client-focused...
- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals in Redwood City, California. You will be responsible for triaging client leads, referring to business partners, and meeting...
$28.85 - $33.65 per hour
...a successful career with opportunities to learn, grow, and make an impact. Join us! Role and progression As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Bank of America is seeking a Financial Advisor responsible for providing tailored financial solutions to clients. In this role, you'll build financial plans, recommend investment strategies, and triage client requests. A high school diploma and Series 7 & 66 licenses are...
$70k - $80k
...Bank of America is seeking a financial advisor in Foster City, California, responsible for providing customized financial solutions to clients. Key responsibilities include building financial plans, recommending investment strategies, and triaging client requests. The...Full time- ...lllove from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a Tax Senior Associate to join theAffordable Housingpractice. We are looking for a dynamic individual who excels in a progressive setting...Local area
$190k - $275k
...execution of a risk‑based audit program across BitGo’s global operations, drive Sarbanes‑Oxley compliance, and serve as a trusted advisor to the business on matters of internal control, regulatory compliance, and operational risk. The ideal candidate is a seasoned audit...Full timeWorldwide- ...Partners Wealth in Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial... ...Wealth Advisors to develop strategies in investment, estate, and tax planning. This role offers a hybrid work schedule, where you can...Work at officeRemote work
$250k - $280k
...including general ledger, financial reporting, AP/AR, payroll, and tax. Manage and develop a team of accounting leaders and... ...external audits, tax compliance, and relationships with auditors, advisors, and regulatory bodies. Provide technical accounting leadership...Temporary workWork at officeRemote workWork from home
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