Tax Advisor: Build Year‑Round Client Relationships & Planning
H&R Block, Inc.
H&R Block, Inc. is seeking an experienced Tax Advisor to serve clients with diverse tax and business needs year-round. You’ll build client relationships, provide comprehensive tax services, and work with an expert team to deliver advanced training and success. Bring 5+ years of tax experience, strong communication skills, and the ability to conduct interviews both in person and virtually. This on-site role in Texas offers competitive pay and opportunities for growth within Block Advisors. #J-18808-Ljbffr H&R Block, Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Advisor: Build Year‑Round Client Relationships & Planning in Katy, TX vacancy
- ...A leading tax services provider is seeking a Tax Advisor in Katy, Texas. The role involves building client relationships and providing year-round tax preparation and planning. Candidates should have 5+ years of tax experience and preferably a CPA or Enrolled Agent certification...Suggested
H&R Block
Katy, TX3 days ago - ...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... ...services needs year-round. You’ll have the support of... ...tax audit support and tax planning year‑round Create confidence...SuggestedImmediate start
$90k - $92k
...for a bilingual tax professional... ...and retirement planning Lead and present... ...the existing client portfolio and surface... ...You have 3–5 years of public... ...worth individuals build and protect... ...proactive, year-round planning that creates... ...as trusted advisors, not just at tax...SuggestedFlexible hours$110k - $130k
...firm in Katy, Texas, seeks a Tax Manager to lead and... ...teams in tax compliance and planning. You'll deliver strategic solutions... ...tax returns while cultivating client relationships. The ideal candidate has a... ...EA license, and at least 5 years of experience. Competitive salary...Suggested- ...Private Banking Relationship Manager I/II Location... ...Bank customers. These clients are high-income earners... ...meet the clients needs: Planning, investments, insurance... ...Qualifications ~ Four-year college education or... ...~ Proven ability to build relationships ~ Customer...SuggestedFull timeWork experience placement
Trustmark
Katy, TX2 days ago - ...Title: Senior Tax Associate Salary: $70K-$80K, $85K w/CPA Why... ...Texas firm with over 50 years of excellence combining the... ...smaller one, offering meaningful client relationships and professional growth.... ...issues and assist with tax planning Maintain client relationships...Seasonal work
Creative Financial Staffing
Katy, TX4 days ago - ...Bancorporation, N.A., is seeking a Branch Relationship Banker for the Katy, TX area. The role emphasizes relationship-building, needs discovery, and selling... ...providing excellent service to clients. The ideal candidate has 2+ years in banking, a high school diploma,...Full time
$110k - $130k
...commitment to excellence in client service. Our firm... ...of services across tax, audit, business... ...always focused on building long‑term, value‑driven relationships. Benefits... ...000 - $130,000 per year. Key Responsibilities... ...tax compliance and planning. Deliver strategic...Temporary workLocal areaJobot
Katy, TX1 day ago- ...7494,United States Job Category Tax Employee Type Exempt - Full-Time Required Degree 4 Year Degree Job Summary Seidel Schroeder... ...service and proactive client care. Duties/Responsibilities Assume... ...Assist with quarterly and annual tax planning, projections, and estimated tax...Full timeSeasonal workLocal area
Kids For The Future
Katy, TX4 days ago - Fidelity Investments is seeking an Investment Consultant to develop customized financial plans and engage with existing clients. This role emphasizes building strong relationships and providing tailored investment solutions to meet client goals. Qualified candidates should...
- ...Description As a Tax Manager at this firm,... ...overseeing and managing our clients' tax matters. You will... ...Provide strategic tax planning and consulting to... ...maintain strong client relationships. Assist in... ...required. Minimum of 5 years of professional experience...Local area
gpac
Katy, TX4 days ago - ...Representatives to help individuals achieve their financial goals. This role involves providing tailored financial plans, building long-term relationships, and delivering impactful financial services to communities. Candidates are expected to have a passion for helping...
- ...reading. Merit Advisors is looking for a... ...delivers exceptional client service, and... ...your workload, build meaningful client relationships, and deliver high... ...our clients to plan for and manage various... ...sales and use tax issues. This is... ...One to Five years of experience in...
$36k - $125k
...services that meet the needs of clients. MANDATORY: Clean... ...$36,000.00 - $125,000.00 per year (We are100% - 1099 Production... ...# Protect Assets/Funds # Build and Leave a Legacy # Index Strategies... ...Management Services # Estate Planning with our legal team ~-1099...Hourly payFull timePart timeRemote workGlobal Financial Impact
Katy, TX4 days ago- ...company’s success. As a Relationship Banker Business... ...Delivers a differentiated client experience from acquisition... ...reputation and to continue building upon that we expect our... ...and stock purchase plans; dependent care reimbursement... ...11 paid holidays each year; 9 occasional absence...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Katy, TX2 days ago $35k - $55k
...Responsibilities Establish customer relationships and follow up with customers, as needed.... ...: $35,000.00 - $55,000.00 per year My team's mission is to help people manage... ...insurance Life insurance Retirement planning State Farm agents are independent contractors...For contractorsFlexible hoursAustin Weber - State Farm Agent
Katy, TX1 day ago- Branch Relationship Banker (Personal Banker) | Katy, TX At Amegy Bank,... ...in delivering the best to our clients, we must have a diverse and inclusive... ...has a proven track record of building relationships and driving... ...required Minimum of 2 years of banking experience required...Full timeLocal areaMonday to FridayFlexible hours
- ...Location: ONSITE, Katy, TX Indirect Tax Manager Inceed has partnered... ...Manage audits, including planning, coordinating, and resolving audit... ...a related field or equivalent years of work experience 5+ years of... ...to help every person, whether client, candidate, or employee, find...Weekly payContract workTemporary workWork experience placement
Inceed
Katy, TX3 days ago - 5+ Years Public Accounting Experience | CPA Required Looking... ...’ll inherit an established client portfolio while helping mentor... ...in one tiny piece of a tax return. They’re looking for... ...and K1 experience who enjoys building client relationships, reviewing work and...Work at office3 days per week
Distinct | North America
Katy, TX1 day ago - ...Support internal and external audits. Support tax return preparation. Ensure compliance... ...with the Controller on financial planning and reporting. Other duties as assigned.... ...Accounting, Finance or related field. 5 or more years of accounting experience. Strong understanding...
Percheron
Katy, TX4 days ago - ...customer service with opportunities for career growth within a nationally recognized, employee-owned bank. Ideal candidates bring 3+ years in sales or customer service, a positive attitude, and the ability to work in a fast-paced #J-18808-Ljbffr Woodforest National BankPart time
- ...grows, deepens, and manages relationships with affluent customers and those... ..., leveraging goals based planning, and prudent risk oversight to... ...Required Qualifications: ~4+ years of customer service... ...education ~3+ years of experience building and maintaining effective relationships...Work experience placementImmediate start
- ...deepens, and manages relationships with affluent customers... ...leveraging goals based planning, and prudent risk... ...professionals who excel at building trust, managing a... ...management of complex client needs Demonstrate risk... ...Qualifications: ~4+ years of customer service experience...Full timeTemporary workWork experience placementImmediate start
- ...in Katy, TX is seeking a Manager with 5+ years of public accounting experience and CPA... ...will mentor staff, oversee diversified client portfolios including family offices and... ...based role emphasizes collaboration, client relationship management, and progression toward...Work at office
- Build Your Future with a Company That's Built America for Over a Century For more than 100 years, Zachry Construction Corporation has been shaping America's infrastructure from highways... ...with project teams, reviewing plans and specifications, and developing comprehensive...Temporary workFor subcontractorWork at officeRelocation
- Company Straight Line Metal Buildings Location Brookshire, TX This role is responsible for... ...estimates that meet the unique needs of our clients and adhere to our company’s high... ...or related field experience preferred 3 years’ experience in steel or construction business...Contract work
- ...company-owned assets, to offer clients a total solutions package in... ...estimating, but instead on building operationally grounded pricing... ...pursuit, proposal, and operational planning efforts. The Estimator must... ...substituted. ~ Minimum 5 years of experience in estimating,...Temporary workWork experience placementFor subcontractorRemote workWorldwide
- ...passionate about client success,... ...to our clients, build and coach a high... ...We Seek At Merit Advisors, our Sales and Use Tax Senior Managers... ...our clients to plan for and manage various... ...Cultivate strong client relationships and deliver... ...Minimum of 6 years of state and local...Local area
- ...consultant to manage sales and use tax issues. The ideal candidate... ...support, and developing tax planning strategies. The role requires a Bachelor's degree and 1-5 years of consulting experience, preferably... ...and a flexible work environment. #J-18808-Ljbffr Merit Advisors, LLCFlexible hours
- ...delivering a differentiated client experience from acquisition through... ...and growing Business Banking relationships under 2MM in sales revenue,... ..., pension and stock purchase plans. Dependent care reimbursement... ...; 15–25 vacation days per year; additional days based on career...Temporary workWork experience placementWork at office
PNC
Katy, TX3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Advisor: Build Year‑Round Client Relationships & Planning. Be the first to apply!
