Block Advisors Tax Advisor
H&R Block
Block Advisor Tax AdvisorAs a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendationsBuild trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and servicesProvide IRS support, tax notice assistance, and audit guidance to clients as neededCollaborate with team members, share knowledge, and contribute to a positive, client-focused office environmentRequired QualificationsSuccessful completion of the H&R Block Tax Knowledge Assessment¹5+ years of experience in tax preparation, accounting, finance, or bookkeepingExperience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolutionExperience working in a client-facing, consultative, or advisory roleStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly languageMust complete continuing education and meet all other IRS and applicable state requirementsHigh school diploma / GED / equivalentPreferred QualificationsBachelor's degree in accounting, finance, or a related fieldCPA or Enrolled Agent (EA), or other IRS Circular 230 credentialsFamiliarity with GoSystem or Ultratax softwareFamiliarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)Why work for usAt H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.¹ - 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.
$150k
...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...SuggestedFull timeContract workRelocation packageFlexible hours- ...H&R Block, Inc. is seeking an Experienced Tax Professional for a seasonal, in-person role at a local tax office in Ohio. You will prepare complete tax returns for individuals and small businesses, interview clients to understand their financial situations, and provide...SuggestedHourly paySeasonal workWork at officeLocal area
$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes...SuggestedWork at officeLocal areaMonday to Friday- ...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer...SuggestedHourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...Seasonal Tax AssociateAs a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and...SuggestedHourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather tax information, and prepare tax returns with training and support from teammates. The role emphasizes clear communication, identifying tax savings...Seasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...H&R Block, Inc. in Beachwood, OH is seeking a Seasonal Tax Associate to join a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. The role emphasizes clear explanations and...Hourly paySeasonal workWork at officeLocal area
- ...Description Summary The Private Bank Wealth Advisor III is the 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...Work at officeRemote workWork from homeFlexible hours
$80k - $90k
...Description Pay: $80,000.00 - $90,000.00 per year \n \n Why This Is a Great Opportunity \n \n Join a respected accounting and tax team where your expertise directly impacts client success. \n Take ownership of meaningful tax engagements across individuals,...Full timeLocal areaImmediate start- ...WealthBridge Financial Group is seeking a results-oriented Comprehensive Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...
- ...H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office in Lyndhurst, OH. You’ll gather information, prepare returns, and answer questions with training and guidance from teammates, earning an hourly rate with opportunities to grow....Hourly paySeasonal workWork at officeLocal area
$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 within...Full timeTemporary workPart timeWork experience placementWork at office- ...Position Summary This is an integral position that ensures the efficient and timely filing of all required tax returns for RMS clients, including but not limited to: individuals, partnerships, private foundations and trusts. This position explores tax strategies by researching...Full timeWork at officeWork from homeWeekend work2 days per week3 days per week
$135k
...authorization procedures, and internal controls to safeguard Company assets. Coordinate audits, tax preparation, and other accounting matters with the Company’s CPA firm and external advisors. Oversee banking transactions, reconciliations, cash activity, routine bank...Full timeCasual workWork at office- ...What You’ll Bring to the Team Assist with the beginning of the tax interview by entering client and W-2 information into the tax... ...client, and completing bookkeeping procedures Ensure all H&R Block clients are receiving superior service All other duties as assigned...Local area
$70k - $100k
...Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth...Full timeWork at office- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business... ...understanding of investment management, retirement planning, tax planning, estate strategies, and complex financial planning...Local area
$72k - $98k
...US Tax Associate / Senior Associate - Cross-Border — Cleveland, OHPay: $72,000 – $98,000 + bonus potentialLove tax and curious about international work? A fast-growing, award-winning cross-border tax advisory firm in downtown Cleveland is hiring a US Tax Associate or Senior...Overseas$184k - $276k
...HybridSchedule: Full timePosted: 2026-10-14Position SummaryAs the Audit & Tax Marketing Lead, you will play a pivotal role in shaping and... ...and go-to-market strategies that position the firm as a trusted advisor in a competitive landscape.This role requires a blend of...InternshipSeasonal workWork at officeLocal areaFlexible hoursShift work3 days per week- AML RightSource is seeking an Entry Level Financial Crimes Investigator to begin a career in compliance. No prior experience is required, as comprehensive training will be provided to review transactions, identify suspicious activity, and support KYC processes. Residents...Work at officeRemote work
- ...statement audits and coordinate audit requirements across locations.Tax Compliance, Filings & Regulatory ReportingOversee and coordinate... ...activities in partnership with the Company's external tax advisors and public accounting firm.Manage the collection, validation, and...Work at officeLocal area
$97k
...International Tax Policy & Planning AnalystEaton's Corporate Sector division is currently seeking an International Tax Policy & Planning... ...initiatives. • Coordinate and communicate with external tax advisors. • Organize and maintain electronic project files and internal tax...Local areaWorldwideRelocation- AML RightSource is seeking a Senior Financial Crimes Investigator to lead investigations, verify KYC information, and ensure regulatory compliance across multiple client engagements. The role offers a hybrid work arrangement near Highland Hills, OH, with opportunities ...Remote work
$75k - $150k
...Summary The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will... ...planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an...Full time$75k - $150k
...About the Company We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role This is a remote role - but you must be based within approximately...Full timeLocal areaRemote workRelocation- ...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...Full timeWork experience placementWork at officeLocal areaFlexible hours
- ...and calm approach to financial planning, wealth preservation, and wealth creation for our clients. We are looking for a Financial Advisor to join our team that always puts clients first, is optimistic, positive, and passionate about helping people meet their goals. Being...Full time
$53.16k - $66.45k
...internal policies Awareness of and adherence to internal controls Posting journal entries File unclaimed funds and sales and use tax reports Present a positive image of the company as a brand ambassador, internally and externally Other accounting projects as...Work at officeLocal areaFlexible hours2 days per week- Accounting SpecialistThe Accounting Specialist is a full-time, non-exempt, category one position with a 12-month work schedule beginning August 1. Reporting directly to the Treasurer/Licensed Fiscal Officer (LFO), the Accounting Specialist provides administrative and accounting...Full timeWork at office
- ...to the CFO, this role will play a critical role in financial and tax reporting, acquisition integration, operational improvements,... ...· Serve as a key point of contact for external auditors, tax advisors, leading PBC preparation, walkthroughs, and responses to audit and...
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