Block Advisor Tax Advisor
H&R Block
Overview 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. Responsibilities Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducing 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 Qualifications 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 Preferred Qualifications 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 Benefits At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. We’ve led the tax industry for more than 70 years and continue to evolve through our Block Next strategy, blending human expertise with digital innovation. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. #J-18808-Ljbffr
- ...Overview Our Company At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and... ...play, our door is always open. What you’ll do Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business...Suggested
- ...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...SuggestedImmediate start
- Block Advisors, an H&R Block brand, is seeking a Tax Advisor to serve clients with diverse tax and small business needs year-round. You’ll build client relationships and provide tax preparation, audit support and planning with support from a dedicated tax team. You'll...Suggested
$73.5k - $212.28k
...time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax... .... The Opportunity As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance and tax planning...SuggestedFull timeH1bWork at officeRemote work- ...Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial... ...contributor in our work to enrich lives for generations. The Tax Advisor is a senior-level individual contributor on Sequoia...SuggestedFlexible hours
- ...Seasonal Local Service Experts in Cleveland, Ohio. This seasonal role combines tax expertise with community engagement, empowering customers to navigate their tax needs effectively. As a trusted advisor, you'll help ensure positive financial outcomes while fostering strong...Seasonal workLocal area
- ...United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...- Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...Seasonal workLocal area
- Intuit Inc. is seeking TurboTax Live Seasonal Local Service Experts in Cleveland, Ohio. This role focuses on providing tax preparation services and advice to clients while actively engaging with the local community. Applicants should possess strong tax expertise, customer...Seasonal workLocal area
- A company in the financial technology sector seeks Seasonal Local Service Associates to provide tax services and community engagement. You’ll deliver tax preparation and advice, fostering customer loyalty while working at TurboTax locations across the United States. Ideal...Seasonal workLocal area
$60k - $65k
AllianceBernstein L.P. is seeking an Administrative Assistant to support multiple financial advisors in Cleveland, Ohio. The role involves boosting productivity through service, managing calendars, and facilitating client meetings. Candidates should have 3-5 years of experience...Flexible hours$150k
...season? If you answered yes, let's talk. We are seeking a Senior Tax Manager to step into a retiring partner's practice. This role... ...and support staff, while working side-by-side daily with a Wealth Advisor. No silos. No micromanagement. Just authentic client relationships...Full timeTemporary workWork at officeLocal areaRelocation package- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
$90k - $110k
...Associate Advisor – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our...Summer workWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance...Full timeContract workFor contractorsWork at office$75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Lyndhurst, OH. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office$30.6 - $36.1 per hour
...Tax Accountant - 2+ Yrs Paid Tax Experience Required Intuit is seeking highly motivated individuals to join our dynamic team as dedicated... ...- Seasonal Local Service Expert you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes...Part timeSeasonal workLocal area- Walnut Ridge in Beachwood, OH is seeking a Family Wealth Advisor to manage client relationships and provide comprehensive financial planning services. Responsibilities include serving as the main contact for a defined group of families, ensuring that their unique financial...
- Description Summary The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities Builds relationships...Work at officeRemote workWork from homeFlexible hours
- ABOUT THE POSITION The Family Wealth Advisor sits at the intersection of relationship management, financial analysis, and service integration. In this role, you will work directly with our beneficiary families and to understand each family’s unique needs and circumstances...Work at officeFlexible hours3 days per week
- A leading financial institution in Maple Heights is seeking a Private Client Advisor to focus on investment services for Mass Affluent clients. The role involves growing client relationships, conducting Financial Wellness conversations, and working collaboratively with...
- Northwestern Mutual in Beachwood, Ohio is seeking ambitious individuals to become financial advisors. You'll have the opportunity to help clients achieve their financial goals through strategic planning and comprehensive services. Our robust training programs support your...
- A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...Remote jobFlexible hours
- ...Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help... ...Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax...Work at officeLocal areaFlexible hours
- Tempo Wealth, LLC, a fee-only financial planning firm in Independence, Ohio, is hiring an Associate Financial Advisor. In this role, you will participate in client meetings and gradually take over relationships, collaborate with internal teams, and maintain client relationships...
- Wealthspire, based in Beachwood, Ohio, is seeking a Wealth Advisor to serve high net-worth clients. This role includes managing client engagements, analyzing investment objectives, and preparing financial plans. The ideal candidate will have over 10 years of wealth management...
$120k - $130k
NFP Corp seeks a Wealth Advisor for its Beachwood, Ohio office. This role focuses on serving high net‑worth clients by providing tailored wealth management and financial planning services. Ideal candidates will have extensive experience in wealth management, preferably...Work at office- ...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...Full timeWork at officeLocal area
- Description Goldberg Companies Inc. is a premier Northeast Ohio property management firm headquartered in Beachwood, Ohio, seeking a Corporate Tax Accountant to join our team. This opportunity is especially well-suited for accounting professionals looking to transition from the...Local area
- ...performance Competitive salary Flexible schedule Opportunity for advancement Signing bonus Wellness resources Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
- ...United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...- Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...Seasonal workLocal area
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