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

In-Person Tax Advisor: Complex Returns & Trusted Advice

H&R Block, Inc.

H&R Block in Naples, FL is seeking a year-round Block Advisor/Tax Advisor to prepare complete, accurate returns for individuals and businesses, and to conduct in-depth client interviews to understand financial situations and tax implications. You will build lasting client relationships through empathetic, consultative service, identify tax savings opportunities and Block Advisors products, and provide IRS support and audit guidance when needed; in-person at a local Block Advisors office. #J-18808-Ljbffr H&R Block, Inc.

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the In-Person Tax Advisor: Complex Returns & Trusted Advice in Naples, FL vacancy
  •  ...&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios with confidence. This in-person role at a local Block Advisors office focuses on preparing returns, offering personalized recommendations, and building... 
    Suggested
    Work at office
    Local area

    H&R Block, Inc.

    Naples, FL
    4 days ago
  •  ...Administration, LLC in Naples, FL is seeking a Tax Accountant to support annual tax...  ...will work with the FTC team and family advisors in a collaborative, family-office...  ...environment. Responsibilities include preparing returns for trusts, corporations, and partnerships;... 
    Suggested
    Fixed term contract
    Work at office

    Walton Enterprises

    Naples, FL
    4 days ago
  • About The Role As a year-round Block Advisor Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including...  ...implications — then provide clear, personalized recommendations Build trusted, year-round client relationships by... 
    Suggested
    Hourly pay
    Work at office
    Local area

    H&R Block, Inc.

    Naples, FL
    4 hours ago
  • Tax Accountant Job Locations US-FL-Naples...  ...of the Family Trust Company ("FTC")...  ...unique challenges and complexities. Specific...  ...federal and state tax returns for simple trusts,...  ...legal team, and other advisors Recognizing and...  ...objectives Personal attributes that support... 
    Suggested
    Fixed term contract
    Work experience placement
    Internship
    Work at office
    Immediate start

    WALTON ENTERPRISES & WALTON FAMILY FOUNDATION

    Naples, FL
    2 days ago
  • River Bend Administration, LLC is seeking a Tax Accountant to support annual tax planning...  ...Tax. This role offers exposure to various trust structures and related entities within the...  ...include preparing federal/state tax returns for trusts, corporations, and partnerships... 
    Suggested
    Fixed term contract
    Work at office

    RIVER BEND HOLDINGS, LLC

    Naples, FL
    1 day ago
  • $28.74 - $36.72 per hour

     ...we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working...  ...Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice Full Service return preparation and signature... 
    Remote work

    Intuit

    Naples, FL
    8 hours ago
  • $100k - $130k

     ...Tax Manager | UHNW Clients | Hybrid, Remote...  ...team can focus on complex, high touch planning...  ...complex returns in the industry, spanning...  ..., partnership, and trust filings within the...  ...a close knit, ten person team where your voice...  ...Serve as a trusted advisor to high profile clients... 
    Casual work
    Work at office
    Local area
    Immediate start
    Remote work

    Jobot

    Naples, FL
    3 days ago
  • $22.3 - $28.49 per hour

     ...Overview If you are a highly motivated individual with tax preparation experience and excellent communication...  ...TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice Full Service return preparation and signature... 
    Remote work

    Intuit

    Naples, FL
    1 day ago
  •  ...Personal Banker Associate IMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the...  ...customer questions and owning customer issues.Maintain a position of trust and responsibility by keeping all business confidential.Follow... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Naples, FL
    4 days ago
  •  ...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in...  ...clients to gather information, prepare tax returns, and answer questions while building...  ...knowledge and grow in the role. This role is in-person at a local H&R Block tax office.... 
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    Naples, FL
    1 day ago
  •  ...Personal Banker Associate II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take...  ...questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential.... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Naples, FL
    2 days ago
  • Personal Banker Associate I### Personal Banker Associate IApply: Naples, FL: Full time: Posted Today: End Date: January 31, 2027 (30+ days...  ...questions and owning customer issues.* Maintain a position of trust and responsibility by keeping all business confidential.*... 
    Full time
    Work experience placement
    Work at office

    Fifth Third

    Naples, FL
    2 days ago
  • $28.74 - $36.72 per hour

     ...we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working...  ...TurboTax customers who are working on their tax returns or have delegated their tax returns with: * Tax advice * Full Service return preparation and signature... 
    Remote work

    Intuit

    Naples, FL
    2 days ago
  •  ...skill and join our Jackson Hewitt team this tax season. We are looking for dependable,...  ...information needed to prepare their tax returns Prepare individual income tax returns using...  ...learn tax preparation Ability to work in person at a Jackson Hewitt office Ability to... 
    Seasonal work
    Work at office
    Local area

    Jackson Hewitt - 3183

    Naples, FL
    4 days ago
  •  ...we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working...  ...Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice Full Service return preparation and signature... 
    Remote work

    Intuit

    Naples, FL
    1 day ago
  •  ...Acrisure is seeking a Personal Lines Senior Account Manager - High Net Worth to lead client service delivery for complex accounts. You will mentor the service team, coordinate with Producers and Account Executives, and drive retention, growth, and client satisfaction... 

    Acrisure Trade Credit

    Naples, FL
    1 day ago
  •  ...industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with...  ...of tax procedures in accordance with the size and complexity of the engagement.Review complex HNW personal tax returns as well as any partnership, pass-thru, or S-corp... 
    Full time
    Work at office

    CliftonLarsonAllen

    Naples, FL
    4 days ago
  •  ...exceptional client experiences. You will build trusted relationships with clients, sharing product...  ...through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.... 

    JPMorgan Chase

    Naples, FL
    1 day ago
  •  ...primary relationship advisor for high net worth...  ...wealth management advice and solutions. Utilize...  ...and sound personal financial planning...  ...challenging, sensitive and complex banking...  ...planning, investment, trust and fiduciary services...  ...and dismemberment, tax-preferred savings accounts... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Naples, FL
    10 hours ago
  •  ...care and believe there's always more at NCH - for you and every person we serve together. Visit nchjobs.org to learn more. JOB...  ...explanations of variances. Prepares the working papers for the 990 tax return. Maintains G/L Master File and Chart of Accounts. Acts as... 
    Full time
    Contract work
    Work at office

    NCH Healthcare

    Naples, FL
    21 hours ago
  • $250k

     ...Counsel with 4+ years of experience litigating complex insurance claims representing...  ...disputes. The team provides comprehensive advice on insurance coverage issues, including policy...  ...skills, and creativity. ~ A strong sense of personal responsibility, work ethic, and... 
    Full time
    Work at office

    Oculus Group

    Naples, FL
    15 hours ago
  • PNC in Naples, FL seeks a Senior Personal Banker to grow the branch's customer base and deepen financial relationships. You will deliver proactive sales and trusted service, guiding customers toward the right PNC solutions while upholding risk controls. As part of PNC's... 

    PNC

    Naples, FL
    4 days ago
  •  ...have an opportunity to contribute to the company's success. As a Personal Banker Senior within PNC's Retail Banking organization, you...  ...financial products to meet their needs. Has expert knowledge of complex financial products, services and solutions. Educates customers... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Naples, FL
    4 days ago
  • $100k - $110k

     ...schedule and reasonable caseloads allow for personal time and focus. Multiple Earning Paths...  ...solutions (e.g., Asset Protection Trusts, Revocable Living Trusts, Wills, Powers of...  ...communicator who listens actively and explains complex concepts clearly- Comfortable presenting... 
    Full time
    Temporary work
    Work at office
    Monday to Friday

    Stouffer Legal

    Naples, FL
    2 days ago
  •  ...FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education...  ...questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow... 
    Full time
    Work experience placement
    Work at office

    Fifth Third Bank

    Naples, FL
    10 hours ago
  • $110.5k - $136k

     ...to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite...  ...profitability.While this position operates within the Firm's broader Tax/Audit practice, the individual in this role will spend the... 
    Work experience placement
    Work at office
    Flexible hours
    Shift work

    Novogradac

    Naples, FL
    3 hours ago
  •  ...seeking a detail-oriented and customer-focused Tax Preparer to join our team. In this role,...  ...preparing individual & small S-corp tax returns, ensuring accuracy and compliance with...  ...Paid time off Work Location: In person Company Description For years, Cottrell... 
    Work at office
    Local area
    Flexible hours

    Cottrell Tax & Accounting, LLC

    Naples, FL
    16 days ago
  • $87.4k - $123.4k

     ...financial life, delivering tailored advice and solutions that meet their...  ...clients * Conduct personalized, needs-based financial planning...  ...retirement planning, insurance, tax planning considerations,...  ...consultations and establishing trusted, long-term client relationships... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower Careers

    Naples, FL
    1 day ago
  •  ...global investment specialists, capital advisors, and trust and estate experts to bring in new clients...  ...that consider appropriate risk/return objectivesBecome an expert in a range of...  ...and qualitative resources to understand complex financial situations and present solutionsAbout... 
    Work experience placement

    Chase

    Naples, FL
    2 days ago
  •  ...be a key member of Bessemer Trust’s business development team....  ...clients in partnership with Wealth Advisor and Senior Wealth Advisor...  ...fixed income portfolios, and tax transitions.Ensure a seamless...  ...office services, and highly personalized client service.Established in... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to In-Person Tax Advisor: Complex Returns & Trusted Advice. Be the first to apply!