Block Advisor Tax Advisor
$11 - $80 per hourH&R Block
About The Role 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. Day to day, you\'ll... 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 All certification levels can provide tax notice services Circular 230 associates can provide audit representation Grow your tax expertise Required 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 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. 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 Why work for us At 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. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $11.00 - $80.00/Hr. #J-18808-Ljbffr
$11 - $80 per hour
Overview Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and... ..., 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...SuggestedMinimum wageTemporary workLocal areaImmediate start- A leading tax preparation firm in California is seeking a Tax Advisor to assist clients with diverse tax services year-round. The ideal candidate has over 5 years... ...flexible work schedule, aimed at empowering associates in their professional growth. #J-18808-Ljbffr H&R BlockSuggestedFlexible hours
- H&R Block, Inc. is seeking a Tax Advisor in San Francisco. In this role, you will inspire clients to make informed decisions about their taxes while building lasting client relationships. Your responsibilities will include tax preparation, planning, and supporting clients...Suggested
$11 - $80 per hour
A leading tax services provider in San Francisco seeks a Tax Advisor to serve clients with diverse tax needs. This role involves building client relationships, providing... ...pay range of $11.00 - $80.00 per hour, along with comprehensive benefits. #J-18808-Ljbffr H&R BlockSuggestedHourly pay- Block Advisors, an H&R Block, Inc. brand, seeks a Tax Advisor in San Francisco to serve diverse tax and business needs year-round. You will build year-round client relationships and provide tax preparation, audit support and planning with an expert team and ongoing training...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...Full timeH1bWork at officeRemote work- A leading tax services firm is seeking a Tax Advisor to provide year-round tax preparation and planning services. The ideal candidate will have CPA or Enrolled... ...committed to investing in your well-being and providing the resources to help you succeed. #J-18808-Ljbffr H&R Block
$75k - $125k
...Senior Tax Advisor Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration...Work experience placementWork at officeFlexible hours- EisnerAmper, a leading accounting and advisory firm, is hiring a Tax Senior Associate in San Francisco. In this role, you will prepare and review tax returns, manage client relationships, and stay informed on tax regulations. The ideal candidate possesses a bachelor's degree...
$96k - $125k
A prominent financial services firm is seeking a Tax Experienced Senior for their Private Client Services in San Francisco. This role involves providing tax compliance and consulting services to high net-worth clients, managing tasks in a fast-paced environment, and mentoring...Work at office- EisnerAmper is looking for a Tax Senior Associate to join our Private Client Services team in San Francisco. The ideal candidate will demonstrate a commitment to exceptional client services and excel in a collaborative environment. Responsibilities include preparing and...
- PwC is seeking a Banking & Capital Markets Tax Senior Associate in San Francisco. You will excel in advising clients on navigating complex national and international tax challenges while developing tax strategies tailored to their needs. This role demands at least a Bachelor...
- BDO USA, LLP in San Francisco is looking for a Tax Senior in Private Client Services. The candidate will manage tax compliance and consulting for high net-worth individuals, focusing on comprehensive tax issues. This role entails preparing complex tax returns, supervising...
$112.5k - $172.95k
Baker Tilly US, based in San Francisco, is seeking a Tax Manager to provide tax compliance and advisory services to small businesses and middle-market clients in the real estate sector. This role involves coaching staff, managing client relationships, and delivering best...- Monograph is seeking an experienced tax professional in South San Francisco to manage and support indirect tax compliance for our Merchant of Record product. The ideal candidate will have 4-6 years of tax experience, preferably in a technology or financial services context...
- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Flexible hours
$140k - $160k
...prospective, ultra-high net worth clients in partnership with Wealth Advisor and Senior Wealth Advisor professionals within your assigned... ...analysis of investment portfolios, fixed income portfolios, and tax transitions. Ensure a seamless onboarding process for...Temporary workWork at officeRemote work$60k - $125k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an... ...creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities...Local area$133k - $183k
...Proactive Partner: You anticipate needs, solve problems, and support advisors with precision Detail-Oriented: You manage multiple priorities... ...) Collaborate with internal and external professionals (tax, legal, insurance) to support client needs Assist with new business...Work at officeRemote work2 days per week$85.33k - $145.13k
...Associate Financial Advisor Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world...Full timeFlexible hours- ...are seeking an Experienced Associate for our San Francisco Core Tax team. What you will do: The Tax Experienced Associate... ...invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the...Work at office
- ...businesses, trusts and complex partnership structures. This role involves substantially more than tax compliance. Our professionals work proactively with clients and their advisors throughout the year on tax planning, consulting projects, transaction structuring and solving...Full timeWork at officeLocal areaRemote workFlexible hours
- Mercer-Advisors is seeking an Associate Wealth Advisor I to work with ultra-high-net-worth families, providing tailored financial planning and solutions. You will deepen client relationships while leveraging the firm's expert team, playing a key role in delivering comprehensive...
$106.25k - $125k
Mercer Advisors in San Francisco is seeking an Associate Wealth Advisor I to deepen client relationships and support a Senior Wealth Advisor. You will develop financial plans and collaborate with various teams to ensure a high-touch client experience. This role offers...$100k - $130k
...well lived.Job DescriptionCresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset’s wealth management team. The AWA provides... ...-based financial planning, risk management, alongside estate, tax and philanthropic planning considerationsPrepare client meeting...Full timeTemporary workInternshipWork at officeLocal area$100k - $130k
Cresset Capital is looking for an Associate, Wealth Advisor in San Francisco, CA. This role involves supporting high-net-worth clients and working closely with experienced Wealth Advisors. The ideal candidate should have a Bachelor’s degree with a strong preference for...$106.25k - $125k
Job Summary Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand... ...— which integrates financial planning, investment management, tax and estate planning, insurance, and more — was designed to help...Temporary workWork at officeLocal areaRemote workMonday to Friday$32.5 - $36 per hour
...highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations... ...focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while...Seasonal workLocal areaFlexible hoursAfternoon shift- CCM ADMINISTRATIVE SERVICES LLC is looking for an Associate, Wealth Advisor to join their wealth management team in San Francisco, California. The role involves providing comprehensive support to high-net-worth clients alongside experienced Wealth Advisors. Ideal candidates...
$60k - $125k
A financial advisory firm in San Francisco is seeking an Associate Wealth Advisor to enhance client relationships through personalized financial strategies. This exciting role involves developing holistic investment strategies, collaborating with clients and team members...
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