Block Advisor Tax Advisor
H&R Block
H&R Block Tax Advisor At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, 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 clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. It Would Be Even Better If You Also Had... CPA or Enrolled Agent certification Experience completing business tax returns Experience conducting virtual tax interviews Sales and/or marketing experience Bachelor's degree in accounting or related field What You'll Bring To The Team... Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducting tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) Generate business growth, increase client retention, and offer additional products and services Provide clients with IRS support All certification levels can provide tax notice services Circular 230 associates can provide audit representation Grow your tax expertise 5+ years of tax experience Experience completing individual tax returns Tax planning and audit support Ability to effectively communicate in person and virtually Comfort working with virtual tools video conferencing and chat Experience working in a fast-paced, supportive environment Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent Must complete continuing education requirements and meet all other IRS and applicable state requirements Why Work For Us At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. Employee Assistance Program with Health Advocate. Wellbeing program , BetterYou, to help you build healthy habits. Neurodiversity and caregiver support available to you and your family. Various discounts on everyday items and services. Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. The community you will join: At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you're looking to make an impact, H&R Block is the place for you. *Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. #J-18808-Ljbffr
- ...Overview At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence... ...live, work, and play, our door is always open. Joining Block Advisors as a Tax Advisor means serving clients with diverse tax and business...Suggested
$163.15k
...powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax Advisor, International Tax and Transaction Tax Services (International Corporate Tax Advisory) (Manager) (Multiple Positions) (1715639),...SuggestedFull timeSummer holidayImmediate startMonday to Friday- ...seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be... ...tax liabilities. Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner. Operate...SuggestedFull timeWork at officeLocal area
- ...reporting of variable versus fixed costs. Serve as the primary liaison and manager for external advisors, including the annual financial statement audit and federal/state tax compliance. Manage all accounting operations, systems administration, and internal controls to...SuggestedFull timeTemporary work
$90k - $100k
...us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.**Position Description**The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO’s...SuggestedInternshipFlexible hoursShift work- ...Build, mentor, and manage a high-performing accounting team. Develop internal workflows and collaborate with external auditors, tax advisors, and vendors. Foster a culture of accountability, accuracy, and continuous improvement within the accounting function. QUALIFICATIONS...Permanent employmentFull timeWork at officeWorldwide
- ...Financial Solution Advisor - South Miami Coral Gables, Florida;Miami, Florida; Miami, Florida; Perrine, Florida; Doral, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet...Temporary workWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions...Full timeContract workFor contractorsWork at office- ...schedule Health insurance Opportunity for advancement Training & development Vision insurance Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance...Flexible hours
$120k
## Senior Wealth Advisor SAFE ActApplylocations: Miami Florida United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26952022The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes...Full time$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance...For contractorsWork at office- ...licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Job Summary We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while...
- ...A leading advisory firm seeks a Family Office Advisor to support a prestigious Latin American family in a part-time capacity. The role requires discreet financial oversight and compliance responsibilities, leveraging strong experience in family office environments. Candidates...Part timeWork at officeRemote work
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide...Temporary workLocal areaFlexible hours- ...business needs About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers...
- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Work experience placementWork at officeLocal areaFlexible hours
- ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives...Local area
$79k - $127k
...140 offices - and growing - nationwide. For more information, please visit Our Miami office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client’s...Full timeTemporary workWork at officeFlexible hours$120k - $250k
...At Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management... ...tailored financial plans, manage portfolios, and implement tax‑efficient strategies while cultivating meaningful relationships....Base plus commissionFull timeWork at officeAfternoon shiftWeekday work- ...A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...Remote work
- ...shift (United States of America). Position Summary A Legal Wealth Advisor is responsible for origination and on‑going management of a... ...life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift
- ...About Us BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and...Temporary workWork experience placement
- ...Thrivent Financial is seeking dedicated financial advisors in Miami, Florida, to provide expert financial advice while supporting clients in achieving their financial goals. The role offers flexibility, unlimited earning potential through commissions, and a collaborative...
- ...A leading financial institution is seeking a Financial Advisor for the Advisor Development Program in Miami, FL. In this role, you'll engage with high-net-worth clients, helping them achieve their financial goals through personalized advice and recommendations. This position...
- ...Financial Advisor Job Category: Wealth Management Location: On site at 2109 Ponce de Leon Blvd, Coral Gables, FL 33134, USA Summary: As a Financial Advisor, you will build trusted relationships with clients and referral partners, both inside and outside the bank. You'll...Work at officeLocal area
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift$90k
...RIA Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: Florida Compensation: $90,000 - $500,000 / year Description Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes...Full timeRemote workFlexible hours- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...planning for retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to identify needs, develop relationships,...Interim roleImmediate startShift workDay shift
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