Block Advisor Tax Advisor
H&R Block
Tax Advisor This position focuses on building year‑round client relationships, preparing and auditing tax returns, providing IRS support, and delivering tax planning services. 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 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 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 #J-18808-Ljbffr H&R Block
- H&R Block is hiring a Tax Advisor in Palm Harbor, Florida. This role focuses on building client relationships, preparing and auditing tax returns, and providing IRS support. Candidates must have 5+ years of tax experience and be comfortable using virtual communication tools...Suggested
- Overview At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence... ...bring to the team Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create...Suggested
- A leading tax preparation firm in Palm Harbor, Florida, seeks a tax professional to build client relationships and provide comprehensive... ...create a connected culture, supporting each other's growth while making a meaningful impact in clients' lives. #J-18808-Ljbffr H&R BlockSuggested
- A leading tax preparation service in Port Richey is seeking an experienced tax professional to build client relationships and provide... ...experience. This role offers a supportive work environment focused on employee well-being, growth, and diversity. #J-18808-Ljbffr H&R BlockSuggested
- ...internal controls and accounting policies Ensure compliance with GAAP, tax regulations, and industry‑specific requirements Oversee all tax... ...Coordinate and partner with external service providers (tax advisors, auditors, and consultants) to support compliance and reporting...SuggestedFull timeLocal areaFlexible hours
- ...A leading financial services firm in Florida is seeking a Financial Advisor for the Advisor Development Program. The role involves developing relationships with high-net worth individuals, recommending investment products, and meeting clients' financial goals. Candidates...
$61k - $250k
...Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Clearwater, Florida. This unique opportunity allows individuals to start their own business by helping clients achieve their financial goals through personalized planning. Responsibilities include...- ...serving as the connection between our clients, support team, and advisors. This great communicator, influencer, and enthusiastic person... ...financial accounts Support operational tasks such as filing property taxes, managing computer inventory, and processing commission...Work at office
$70k - $200k
...Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions with help from our industry-leading...Work experience placement$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...Full timeContract workFor contractorsWork at office- ...may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and...Local area
$50k
...As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team... ...financial advisors. Edward Jones offers a 401(k) retirement plan, and tax‑advantaged accounts: health savings account and flexible...Work at officeWork from homeHome officeFlexible hours- Job Summary Develops and manages relationships with closely held businesses (i.e., founder owned, family businesses, private companies, etc.) having annual sales revenue from typically $2.5MM to -$75MM. Provides access to full compliment of commercial depsoit,...Work experience placementLocal area
$1,000 per month
...registrations and certifications such as the Series 6 & 63 or CFP, and opportunities to interview for a full‑time Financial Representative or Advisor role upon graduation. We value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We...Full timeInternshipSummer internshipFlexible hours$60k
...00 Year 10 | $300,000+ Region: The Financial Advisor works within an assigned region of credit union branches to acquire... ...and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) • Consultative...Base plus commissionTemporary work- ...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
$70k - $200k
...Financial Advisors at Ataraxis Wealth Management (a subsidiary of Northwestern Mutual) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial...Work experience placement- ...family's financial life — personal financial planning, treasury, tax coordination, and property oversight. Our culture is built on... ..., and coordination with external accountants, auditors, and tax advisors Serve as a trusted partner to portfolio company leadership on...Work at office
$1,000 per month
...program. Our internship program mimics our full-time Financial Advisor career, allowing you to: Learn how to prospect and network... ...As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance...Full timeContract workFor contractorsInternshipSummer internshipLocal areaFlexible hours$50k
...marketing consultancy in Tarpon Springs is seeking sales-oriented individuals to promote personalized marketing solutions for financial advisors. This role involves generating leads, presenting services, and providing business consulting. Candidates should be self-motivated,...- ...developed sales and presentation skills. Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor) Indian Shores/Largo, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving...
- ...| Oldsmar, FL 34677 Tax Specialist DiMarco & Associates CPAs is hiring a caring and passionate CPA or Enrolled Agent to join our team and help bring value and solutions to our clients. Our Tax Specialists develop client relationships and work toward creative...Remote work
$65k
Champions Do More As one of the fastest-growing and most exciting brands in the industry, Crash Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.S. The company, which also operates the growing Crash Champions...Full timeRemote work- ...| Oldsmar, FL 34677 Senior Tax Specialist DiMarco & Associates CPAs is hiring an experienced, client-focused, and passionate CPA to join our team and bring out the artistry in tax strategy and compliance. Our Senior Tax Specialists nurture strong client relationships...
- ...an Accounting Specialist in Clearwater, Florida. This role involves maintaining and analyzing complex financial records, overseeing tax collections, and ensuring compliance with laws. Ideal candidates have a degree in Accounting or related field with significant experience...
- A financial services firm in Clearwater, FL is seeking an Accounting Specialist to manage financial transactions and support reporting. The ideal candidate will have a Bachelor's degree in Accounting and 5 years of experience. Responsibilities include handling billing,...
- A financial advisory firm seeks an Accounting Specialist in Clearwater, Florida to manage financial data, ensure accurate transactions, and support operational tasks within a collaborative environment. The ideal candidate should hold a Bachelor's degree in Accounting or...
- A leading insurance administrative company in Clearwater, FL, is seeking a Premium Accounting Associate to handle cash receipts, disbursements, and general journal entries. The role requires up to 2 years of bookkeeping experience, familiarity with Microsoft Office, and...Work at office
- A financial advisory firm in Clearwater, FL is seeking an Accounting Specialist to manage financial data and transactions, support client relationships, and prepare financial reports. Applicants should hold a degree in Accounting, Finance or Business and have a strong ...
- ...Management: Process new hire setup, terminations, pay rate changes, garnishments, and direct deposit updates in the payroll system. Payroll Tax & Compliance: Prepare and submit federal and Florida payroll tax deposits and filings (Form 941, FUTA, SUTA); reconcile tax accounts...
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