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.
- ...&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...SuggestedWork at officeLocal area
- ...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;...SuggestedFixed term contractWork at office
- 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...SuggestedHourly payWork at officeLocal area
- 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...SuggestedFixed term contractWork experience placementInternshipWork at officeImmediate start
- 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...SuggestedFixed term contractWork at office
$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$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 workWork at officeLocal areaImmediate startRemote work$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- ...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 placementWork at office
- ...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 paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...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 placementWork at office
- 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 timeWork experience placementWork at office
$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- ...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 workWork at officeLocal area
- ...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
- ...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...
- ...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 timeWork at office
- ...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....
- ...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 timePart timeWork at officeLocal areaShift workDay shift
- ...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 timeContract workWork at office
$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 timeWork at office- 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...
- ...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 timeTemporary workWork experience placementWork at office
$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 timeTemporary workWork at officeMonday to Friday- ...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 timeWork experience placementWork at office
$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 placementWork at officeFlexible hoursShift work- ...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 officeLocal areaFlexible hours
$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 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...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
- ...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 workWork at officeRemote work
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