Tax Advisor: Build Client Relationships & Planning
H&R Block
Block Advisors, part of H&R Block, Inc., is seeking a Tax Advisor in Glen Ellyn, IL to build year-round client relationships, provide tax preparation and planning, and support clients with IRS matters. You’ll work with a team and leverage virtual tools to deliver service across the tax year. Preferred candidates have 5+ years of tax experience, CPA/EA certification is a plus, and a strong ability to communicate both in person and online. #J-18808-Ljbffr H&R Block, Inc.
$11 - $80 per hour
...inspire confidence in our clients, associates, and communities... ...and transformation plan known as Block Next. This... ...businesses and money, you’ll build client relationships that will grow stronger every... ...year. Role Joining Block Advisors as a Tax Advisor means you’ll serve...SuggestedMinimum wageTemporary workLocal areaImmediate start$60k
...seeking an entry-level Financial Advisor to manage a personal book of clients. With structured training and... ...development and financial planning, ensuring you become a key... ...candidates are motivated and eager to build long-term client relationships. #J-18808-Ljbffr Naperville...Suggested$32.5 - $36 per hour
...team as dedicated Tax Experts Retail On-... ...as their trusted advisor, empowering customers... ...growing TurboTaxs client base within the... ...establishing long-term relationships and driving... ...to empower you in building a thriving business... ...provide future tax planning advice. Utilize...SuggestedSeasonal workLocal areaFlexible hoursAfternoon shift$32.5 - $36 per hour
...team as a dedicated Tax Expert - TurboTax... ...as their trusted advisor, empowering customers... ...growing TurboTaxs client base within the... ...establishing long-term relationships and driving... ...to empower you in building a thriving business... ...provide future tax planning advice. Utilize...SuggestedSeasonal workLocal area$31 - $34.5 per hour
...team as dedicated Tax Experts – Retail On... ...as their trusted advisor, empowering customers... ...TurboTax’s client base within the local... ...establishing long‑term relationships and driving... ...to empower you in building a thriving business... ...provide future tax planning advice. Utilize resources...SuggestedSeasonal workLocal areaFlexible hoursAfternoon shift$32.5 - $36 per hour
...team as dedicated Tax Experts Retail On-... ...as their trusted advisor, empowering customers... ...growing TurboTaxs client base within the... ...establishing long-term relationships and driving... ...to empower you in building a thriving business... ...provide future tax planning advice. Utilize...Seasonal workLocal areaFlexible hoursAfternoon shift- Associated Bank is seeking a Relationship Banker in Roselle, Illinois. This role involves building customer relationships, processing... ...solutions. You’ll engage with clients to promote banking offerings and... ...pay, a retirement savings plan, and professional development opportunities...
- Wintrust in Illinois is seeking a full-time Relationship Banker to build lasting relationships with customers, assess financial needs, and tailor... ...collaborate with Mortgage and Wealth Management to connect clients with specialists and support account openings and...Full time
- Chase is seeking a Relationship Banker in Glen Ellyn, Illinois, to provide excellent client service and manage relationships. You will offer tailored financial solutions using advanced technology while adhering to banking policies and regulations. The ideal candidate will...
$72.7k - $144k
...At Crowe, you can build a meaningful and rewarding... ...DNA across our audit, tax, and consulting groups.... ...identifying and implementing tax planning and consulting opportunities to our diverse client base within the... ...Experience with growing client relationships This role follows...Work at officeLocal areaRemote workWorldwide- ...Description: As a Senior Tax Associate, you will play a... ...notch tax services to our clients. You will work closely... ...provide comprehensive tax planning and compliance services. Your... ..., provide guidance, and build strong client relationships. Supervision and...Local area
- ...Estate expertise, but also become a broader adviser to clients and build relationships that go far beyond one tax return. This role offers the second option. You’ll... ..., client relationships, and being involved in planning conversations rather than simply processing...Bank staffWork at office
- ...an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer... ...support to our Private Client Advisors. Your role will encompass the... ...Advisors with ongoing wealth planning for clients and referral source...
- Wintrust Financial Corporation in Naperville, IL is seeking a full-time Relationship Banker to build lasting relationships with customers and provide tailored financial solutions. This role involves collaboration with business partners, operating a teller drawer, and supporting...Full time
$57.5k - $106.5k
...Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share. Applies professional... .... Develops, maintains, and executes a business plan, including relationship management strategies,...Part timeLocal area- ...Brook is seeking a Senior Tax Accountant to join its... .... With a diverse client base consisting primarily... ...provide proactive tax planning and advisory services.... ...maintain strong client relationships. Mentor and train junior... ...skills and the ability to build relationships with clients...Local area
- ...are seeking an experienced Tax Accountant to join their growing... ...-to-face collaboration and relationship building, while providing flexibility... ...tax laws and regulations to client situations Work directly... ...-quality work Identify tax planning opportunities and potential...Full timePart timeSummer workWork at officeLocal areaFlexible hours2 days per week3 days per week
- Overview Now Hiring: Senior Tax Accountant Are you looking for... ...your work that serves a diverse client base? Is the opportunity to... ...to ensure proactive tax planning. Preparing and reviewing business... ...developing and maintaining strong relationships with clients. Providing...Full timeTemporary workCasual workWork at officeImmediate start
- ...TwinThread is seeking a Private Client Advisor in Oak Brook, Illinois, to offer comprehensive financial planning and investment solutions. This role will focus on building relationships, providing exceptional service and advice to meet clients' financial needs. The ideal...
$64k - $80k
...Illinois, is looking for a Financial Planning Specialist II to gather and analyze crucial information for client financial plans. The position... ...collaborating with Wealth Advisors to review financial plans and keeping up-to-date with tax law changes. A Bachelor's in Finance...$127.7k - $269.3k
...Senior Tax Manager Your journey at Crowe... ...At Crowe, you can build a meaningful and... ...leading multiple client service teams, managing... ...as a trusted advisor to clients, a mentor... ...long-term client relationships and driving... ...forward-thinking tax planning strategies, compliance...Work at officeRemote work$91.4k - $186.9k
...Here: At Crowe, you can build a meaningful and... ...DNA across our audit, tax, and consulting groups... ...business challenges their clients face and a dedication... ...and continue to grow relationships. With access to many resources... ...to multi‑task since planning, executing, and...Full timeSeasonal workLocal areaHome office$85k - $150k
...autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are... ...compliance with applicable tax laws and regulations.Build impactful relationships with clients and maintain relationships with firm...Temporary workPrivate practiceWork at officeLocal area$48k - $100k
...Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth... ...focuses on establishing strong client relationships and providing tailored financial planning. The ideal candidate will hold... ...strong relationship-building skills. This position offers a...- ...in Oak Brook, Illinois is seeking a Private Client Advisor to deliver personalized financial planning and advisory services to a range of clients. You will focus on building a book of business and maintaining relationships, emphasizing client needs and integrity. The...
$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Schaumburg, Illinois. The role involves building a client base, creating tailored financial plans, and managing client relationships throughout various life stages. Candidates should have a Bachelor's degree, strong...- ...Mutual in Lombard, IL is seeking a Financial Advisor who will build a personal client practice while growing a broader business. This role emphasizes entrepreneurship, relationship-building, and long-term financial planning across insurance, investments, retirement, and...
$61k - $250k
...Mutual is seeking financial advisors in Schaumburg, Illinois.... ...offers an opportunity to build a personalized financial planning practice with extensive... ...Advisors will grow their client base, develop financial plans, and manage client relationships, all while enjoying competitive...$120.9k - $254.9k
...Here:At Crowe, you can build a meaningful and... ...DNA across our audit, tax, and consulting groups... ...business challenges their clients face and a dedication... ...and continue to grow relationships. With access to many resources... ...to multi-task since planning, executing, and...Full timeSeasonal workLocal areaWorldwideHome office- ...job and through formal learning channels Build relationships with managers, co-workers, and clients Actively pursue self-development opportunities... ...to bookkeeping, preparation of audits, taxes, and financial planning Recommend fiscally advantageous methods for...
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