Year-Round Tax Advisor: Build Trusted Client Relationships
H&R Block
H&R Block is seeking a year-round Block Advisor to help clients with complex tax needs, including individual and business returns. You will conduct in-depth interviews, translate life changes into tax implications, and provide clear, personalized recommendations to save money. This in-person role offers industry-leading training, a supportive team, and opportunities to expand expertise through IRS guidance, audit support, and access to Block Advisors products and services. #J-18808-Ljbffr H&R Block
- ...Block in Cupertino, CA is seeking a year-round Block Advisor (Tax Advisor) to prepare complete,... ...and businesses and to interview clients to understand their financial... ...and tax implications. You will build lasting client relationships, identify tax savings opportunities...SuggestedHourly pay
- H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax scenarios and build lasting relationships. You will prepare returns, interview clients, and provide actionable tax-saving recommendations, backed by industry training and technology...SuggestedWork at officeLocal area
- H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complete tax returns for clients with diverse situations and to build lasting relationships through empathetic, consultative service. This in-person role emphasizes expert guidance, savings opportunities, and...SuggestedWork at officeLocal area
$27 - $41 per hour
...team as dedicated year-round TurboTax Local... ...opportunity combines tax expertise,... ...will serve as a trusted advisor, empowering customers... ...same context, and build a shared understanding... ...TurboTax’s client base within the local... ...long-term relationships, and driving customer...SuggestedWork at officeLocal areaMonday to Friday$18.5 - $80 per hour
About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps clients navigate complex tax and business services situations with... ..., uncover savings opportunities, and build lasting client relationships — backed by industry-leading training...SuggestedHourly payMinimum wageTemporary workWork at officeLocal area- ...inspire confidence in our clients, associates, and... ...careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as... ...seasonal, experienced Tax Professional means you’... ...returns (individual, Entity: trust, partnership) 5+ years...Seasonal work
$172k - $227k
...Vegas, NVTax - Private Client Services (PCS) /... ...innovation. As a Tax Director within BPM... ...serve as a strategic advisor to high-net-worth... ...across individual, trust, estate, gift, and... ...occasionRequirements:7 or more years’ experience in... ...in generating and building business,...Full timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...book of strategic Tier-1 & 2 clients whilst taking accountability... ...clients. You'll oversee client relationship management globally,... ...sustainability depends on us building and maintaining long-term relationships... ...is our people. Operating as trusted partners to our clients, we...Local areaWorldwideFlexible hours
- H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor for an in-person role at a local Block Advisors office in California. You will prepare complex returns, interview clients, and identify tax savings opportunities while delivering empathetic, consultative...Work at officeLocal area
$110k - $160k
...0,000 to $160,000 per year (Plus Year-End Bonus).... ...subcontractor coordination, and client-facing budget strategy... ..., transparency, building science, disciplined... ..., intent, and client trust. Prepare polished... ...subcontractor and vendor relationships. Experience with...Full timeContract workFor contractorsFor subcontractorWork at officeMonday to Friday- H&R Block in Redwood City, CA is seeking a year-round Block Advisor to prepare complete and accurate returns for individuals and businesses. You’ll interview clients, identify tax savings opportunities, and deliver personalized recommendations using Block’s training and...Hourly payWork at office
- H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services, prepare accurate returns, uncover savings, and build lasting relationships in-person at a local Block Advisors office. You will interview clients, handle...Work at officeLocal area
- H&R Block, a leading tax services provider, seeks a seasonal Tax Associate for in-person... ...’ll learn tax basics on day one, gather client information, prepare returns, and respond to questions while building relationships and trust with clients. With training and support...Seasonal workWork at officeLocal area
$53.5k - $142k
The Opportunity As a Tax JD Associate, you will engage with clients to navigate the... ...clients to learn how to build meaningful... ...their final academic year of educational requirements... ..., and negative relationship to responsibilities... ...establish a secure and trusted workplace for all....Full timeSummer workH1b$140k - $170k
...- $170,000 per year We're one of the... ...private client tax advisory firms... ...proactive, year-round, white-glove tax... ...systems - giving our advisors more time for what matters: building real, lasting... ...genuine client relationships, and the boldness... ...want to be a trusted advisor, we want...Remote jobLocal area- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...through a personal relationship with their advisory... ...needs. We believe trust comes from transparency... ...Assesses talent and builds bench strength for... ...Minimum of five years of professional experience...Work at officeWork from homeHome officeShift workDay shift
$72k - $184.44k
...providing assurance services over clients' digital environments,... ...organizations and their stakeholders build trust in their technology while... ...Developing and maintaining relationships with clients to foster trust... ...'s degree At least 2 years of experience Before starting...Full timeH1b- ...Construction, we've been building and renovating quality-... ...been strengthened by the trusted relationships we've built with our clients. We stand by our work... ...team of professional, well-rounded, and creative... ...industry experience. ~1–2 years of related estimating experience...Full timeFor subcontractorWork at officeLocal area
$100k - $150k
...Relationship Manager Location: Palo Alto, CA | San Jose... ...00,000 – $150,000 per year Commercial Bank of... ...institution committed to building long-term... ...—one that prioritizes trust, collaboration, and community... ...proactively engage with clients to understand their financial...Full timeLocal areaFlexible hours- Morgan Stanley in Palo Alto seeks Registered Client Service Associates to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role builds trusted client relationships and requires strong interpersonal skills to handle daily...
$90k - $110k
...Premium and Specialty Client Solutions (‘ETPS’)... ...foundation for building a professional... ...Summary: The Executive Relationship Manager (Executive... ...and seek to build trust and develop... ...referrals to Financial Advisors. The Executive RM... ...Qualifications:Minimum 2 years of client service...Temporary workLocal areaWorldwide$17.75 - $23.5 per hour
...Seasonal Tax Associate As a seasonal Tax Associate... ...a career in tax and client services—no prior tax experience... ...answer questions while building valuable skills and strong client relationships. You'll earn a... ...everywhere. For more than 70 years, we've led the tax industry...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- ...Seasonal Tax Associate Fully Remote $22-$27/hr... ...This role serves as a trusted advisor, helping customers confidently... ...service that builds customer confidence and... ...Required Minimum 2 years of paid Tax Preparation... ...s discussions with its Client, Highspring's understanding...For contractorsSeasonal workWork at officeLocal areaRemote work
$200k - $220k
...Intelligence, we’re the trusted choice of global market... ...business area.As a Client Partner, you will partner... ...responsibility for the client relationship. You bring a strategic,... ...You A player with 7 + years of direct sales... ...prospectsDemonstrated ability to build enduring strategic...Full timeWork at officeRemote workFlexible hoursShift work- ...and Motivated Income Tax Preparer For Upcoming... ...s #1 franchisee and a trusted tax leader since 1999.... ..., apply today to help clients maximize their refunds... ...Cultivate strong client relationships through friendly and precise... ...Insurance and start building a rewarding career...Hourly payWeekly payTemporary work
- ...and Motivated Income Tax Preparer For Upcoming... ...s #1 franchisee and a trusted tax leader since 1999.... ...long-term path, to help clients maximize their refunds... ...Cultivate strong client relationships through friendly and... ...Auto Insurance and start building a rewarding career...Hourly payTemporary workWork at office
$77k - $214k
...Opportunity As an Indirect Tax Operations -... ..., you will assist clients in developing tax... ...you will focus on building meaningful client... ...and managing relationships to anticipate needs... ...degree At least 2 years of experience Before... ...a secure and trusted workplace for all....Full timeH1b$95k - $110k
...Position: Senior Client Accounting Coordinator Location: Palo Alto, CA (Hybrid) Salary... ...• Ability to formulate strong work team relationships, both internally and externally. •... ...• Bachelor's degree • Minimum of five years of legal billing work experience including...Work experience placement$65.3k - $104.3k
RELATIONSHIP MANAGER I What is the opportunity? Responsible... ...and personal clients, and will be responsible... ...They will act as a trusted strategic advisor, providing financial... ..., networking and building relationships. Collaboration... .... Minimum 3 years of direct sales...Remote work$117k - $156k
...Bank Startup Banking Relationship Manager This is... ...by more than 40 years of innovation... ...Citizens, we help clients navigate growth and... ...opportunity. Join us in building what's next.... ...by building deep, trusted relationships, anticipating... ..., Relationship Advisor, Solutions Advisor...Work at officeLocal area
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