Tax Advisor: Year‑Round Client Growth & Planning
H&R Block
A leading tax services company is seeking a Tax Advisor to build client relationships and provide tax preparation and planning services throughout the year. This role involves interacting with clients both in-person and virtually, assisting with complex tax needs, and ensuring the highest quality of service. The ideal candidate has substantial tax experience, relevant certifications, and strong communication skills. Join a supportive team that values diverse backgrounds and invests in employee well-being. #J-18808-Ljbffr H&R Block
- ...confidence in our clients, associates, and communities... ...Next, a multi-year roadmap focused on... ..., and sustainable growth. We are curious,... .... Joining Block Advisors as a Tax Advisor means you’... ...needs year-round, with the support... ...audit support and tax planning year-round Create...Suggested
$23.7 - $28 per hour
...opportunity combines tax expertise,... ...serve as a trusted advisor, empowering customers... ...to expert for your clients. Additionally, you... ...provide future tax planning advice. Utilize resources... ...a loyal, multi-year relationship. Deliver... ...’s network of growth-minded professionals...SuggestedSeasonal workLocal area$140k - $160k
...LLC is seeking an experienced Tax Senior Manager or Director for... ...advisory firm serving high-net-worth clients. This role involves providing... ...guidance, offering custom planning solutions, and overseeing... ...Accounting, CPA certification, and 6+ years of relevant experience. The...SuggestedRemote job$30.6 - $36.1 per hour
...unique opportunity combines tax expertise,... ...will serve as a trusted advisor, empowering customers to... ...go-to expert for your clients. Additionally, you will... ...and provide future tax planning advice. Utilize resources... ...transaction into a loyal, multi-year relationship....SuggestedSeasonal workLocal area- ...Rock Recruiting LLC is seeking a Tax Manager (CPA) in Mesa, Arizona... ...engagements for a variety of clients. Ideal candidates will have an... ...in accounting, and at least 4 years of public accounting... ...development and long-term career growth. #J-18808-Ljbffr Solid Rock Recruiting...SuggestedFull time
$65k - $90k
...in Mesa, Arizona, is seeking a Tax Associate to join their team. This role involves organizing clients' financial information, preparing... ...'s degree in Accounting, 1+ years in public accounting, and strong... ...), health benefits, and a 401k plan with a match, along with paid time...$175k
...company. The VP Finance / Controller plans, directs, and facilitates the... ...Responsible for month-end and year-end closing and producing... ...financial statements, audits and tax filings. Lead the annual budgeting... ...of supporting the Company's growth objectives and evolving operational...Work at officeLocal area- ...Financial Group is seeking a knowledgeable and client-focused Financial Consultant to join our... ..., developing comprehensive financial plans, and providing personalized investment... ...Group is committed to your professional growth and success, offering ample training, industry...
- ...firm is seeking an experienced Wealth Advisor in Mesa, Arizona, to manage a... ...candidate will have a minimum of 10 years of experience in financial planning and investment management, along with... ...Responsibilities include managing significant client relationships and maximizing...
- ...Planner to provide comprehensive financial planning and advice. Responsibilities include... ...plans, collaborating with Lead Advisors, and maintaining client documentation to enhance the client experience... ...a CFP® designation and at least 3 years of experience in financial planning,...
$70k - $80k
...Wealth Management is seeking a Financial Advisor - Hybrid (Servicing & Growth) to enhance the Public Safety Division. This role involves managing client relationships and developing new ones... ...has a solid foundation in financial planning, strong communication skills, and the...$65k - $90k
...in the area is looking to add a Tax Associate to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an... ...CPA preferred or eligible 1+ years of proven experience in public...Local area$55k - $78k
...service. Ensure compliance with all insurance client requirements, processes and metrics.... ...Ways regarding customer drop-offs, repair planning, customer communication, and delivery.... ...Skills Compliance for DRP’s Minimum of 1-year experience Must be willing to complete I-...Daily paidMinimum wageFull timeTemporary workLocal area- ...manufacturing facility. The ideal candidate should have a minimum of 3 years of experience, a Bachelor's degree in Accounting or Finance, and... ...benefits, including medical insurance and a dynamic work environment promoting internal growth. #J-18808-Ljbffr XNRGY Climate Systems
$55k - $78k
...service Ensure compliance with all insurance client requirements, processes and metrics... ...Way’s regarding customer drop-offs, repair planning, customer communication, and delivery... ...skills Compliance with DRP’s minimum of 1-year experience Must be willing to complete I...Minimum wageFull timeContract workTemporary workLocal area$50k
...model. One financial advisor and one branch... ...focused on building client relationships. It's... ...comes from over 100 years of history. We're proud... ...branch business plan to increase branch... ...retirement plan, and tax-advantaged accounts... ...potential and growth, and your compensation...Work at officeWork from homeHome officeFlexible hours$70k - $80k
...Job Overview The Financial Advisor - Hybrid (Servicing & Growth) is responsible for managing ongoing client relationships while also contributing... ...comprehensive financial planning , with the remaining time... ...6) is required Minimum of 3 years of experience in financial planning...Full time$36k - $125k
...provide services that meet the needs of clients. MANDATORY :Clean background (No Felonies... ...Ranges from $36,000.00 - $125,000.00 per year (We are 100% - 1099 Production based)... ...# Debt Management Services # Estate Planning with our legal team -1099 position with...Hourly payFull timePart timeRemote work$40k - $65k
...Services Professional, you will: Build a client base by growing relationships with your network... ..., wealth management, and retirement planning What makes a great Financial Services... ...structure designed to grow with you! 1st year: $40,000 - $65,000 3rd year: $60,000 - $9...Full timeWork at officeFlexible hours- The Tax Preparation Specialist plays a critical role preparing tax... ...assisting management with tax planning initiatives. Reporting... ...individual, business and partnership clients. Expertise will be developed... ...Finance, or related field or 5 years relevant experience. Minimum...
- ...and motivated Staff Accountant to join our client's growing finance team. This role will... ...Assist with month‑end, quarter‑end, and year‑end close processes Perform bank, balance... ...collaborative team environment Opportunity for growth and career development Exposure to...
- ...quality craftsmanship, our strong client relationships, and above all,... ...them with opportunities for growth, development, and personal and... ...estimates, bids, and budget plans for industrial mechanical projects... .... Experience: Minimum of 7+ years of experience in estimating,...Contract workFor contractorsFor subcontractorWork at office
$75k - $94k
...directly supporting sales revenue, margin performance, and production planning . The ideal candidate brings strong CNC machining experience,... ..., or an equivalent combination of education and experience 5+ years of experience as a CNC Machinist working with lathes and mills...For contractorsWork experience placementWork at office- ...This expansion reflects our commitment to growth and innovation in the climate solutions industry... ...challenges. Support month-end and year-end closing activities by preparing journal... ...salary with STIP (short term bonus incentive plan). Medical and dental insurance. 401 K....Temporary workWork at office
- A tax preparation firm in Mesa, Arizona, is seeking a Tax Preparation Specialist to manage tax filings and assist with tax planning. Candidates should have an associate's degree in Accounting or equivalent experience. Key responsibilities include preparing various tax returns...
- ...new policies as needed. • Assist in budget planning, rolling forecast and submittal, as... .... Preferred accounting background. • 2-5 years of experience in financial analysis, preferably... ...have been on an extraordinary journey of growth. Let’s grow together as we continue to...Full timeWork experience placementLocal area
$85k - $115k
...-complete by department, pushing back on growth areas, negotiating and containing increases... ...supports tools and reporting used for planning, forecasting, monitoring, and decision support... ...Bachelor’s Degree in Finance and 2-5 years directly related aerospace experience Competencies...Full timeWork at office$80k - $110k
...quality, comprehensive financial planning to existing clients while partnering closely with Lead Advisors to ensure a consistent and... ...across investments, retirement, tax, insurance, and estate considerations... ...degree preferred Minimum of 3 years of experience in financial...- Alternate Titles Financial Advisor Retirement Transition · Sell Your... ...States (nationwide; in-person client continuity preferred in the advisor... ...management firm with over 175 years of history helping clients... ..., CPA Alliances, Advanced Planning . We are expanding across Arizona...Full timeLocal areaFlexible hours
- Executive Wealth Advisors are the most experienced advisors in the firm. They have... ...most profitable and/or complicated clients in the firm and the remaining 80%... ...Planner (CFP) is required. 10 years experience in financial planning, investment management, or a related...
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