Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Advisor: Build Trusted Client Relationships (In-Person)

H&R Block

H&R Block in Cupertino, CA is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses and to interview clients to understand their financial situations and tax implications. You will build lasting client relationships, identify tax savings opportunities, and provide IRS support and audit guidance. This in-person role offers industry-leading training, competitive hourly pay, and an incentive plan. #J-18808-Ljbffr H&R Block

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Advisor: Build Trusted Client Relationships (In-Person) in Cupertino, CA vacancy
  •  ...Associate Banker to deliver hospitality-first service and help clients reach their financial goals. You will greet clients,...  ...accounts while ensuring compliance. The role emphasizes building trusted client relationships, educating customers on products, and collaborating with... 
    Suggested

    Aumni

    Sunnyvale, CA
    10 hours ago
  • H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local tax office in California...  ...will begin a career in tax and client services with on-day training and...  ..., and answer questions while building client relationships and tax knowledge. This role offers... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block, Inc.

    Los Gatos, CA
    1 day ago
  • $27 - $41 per hour

     ...opportunity combines tax expertise,...  ...you will serve as a trusted advisor, empowering customers...  ...experts, serving in-person and virtual...  ...same context, and build a shared understanding...  ...growing TurboTax's client base within the local...  ...long-term relationships, and driving customer... 
    Suggested
    Work at office
    Local area
    Monday to Friday

    Intuit

    Los Gatos, CA
    2 days ago
  • Citigroup’s Personal Banker SAFE Act is an entry-level position in Milpitas, CA, designed to assist in selling products...  ...customer loyalty and grow sales to individual clients. The role emphasizes building relationships, cross-selling banking products, and delivering exceptional... 
    Suggested

    Citi

    Milpitas, CA
    23 hours ago
  •  ...inspire confidence in our clients, associates, and...  ...careers, and money, you’ll build client relationships that will grow...  ...seasonal, experienced Tax Professional means you...  ...communicate in person, via phone and in writing...  ...(individual, Entity: trust, partnership) 5+ years... 
    Suggested
    Seasonal work

    H&R Block

    Cupertino, CA
    2 days ago
  • H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax scenarios and build lasting relationships. You will prepare returns, interview clients...  ...training and technology. This role is in-person at a local Block Advisors office.... 
    Work at office
    Local area

    H&R Block, Inc.

    Palo Alto, CA
    1 day ago
  • H&R Block, a leading tax services provider, seeks a seasonal Tax Associate for in-person work at a local tax office in Milpitas...  ...basics on day one, gather client information, prepare...  ...respond to questions while building relationships and trust with clients. With training... 
    Seasonal work
    Work at office
    Local area

    H&R Block, Inc.

    Milpitas, CA
    1 day ago
  • $82.99k - $108.93k

     ...leading advisory, tax and assurance firm, providing clients with a genuine coast...  ...a valued business advisor delivering industry...  ...done and meaningful relationships with clients, teammates...  ...an opportunity to build your career in the...  ...see yourself as a trusted business advisor,... 
    Local area
    Worldwide
    Visa sponsorship

    Baker Tilly US

    Santa Clara, CA
    4 days ago
  •  ...seeking a seasonal Experienced Tax Professional to prepare...  ...businesses. You will interview clients to understand their financial situations and offer personalized tax-saving recommendations,...  ..., consultative service and building lasting relationships. You will navigate tax... 
    Seasonal work
    Work at office
    Local area

    H&R Block, Inc.

    Sunnyvale, CA
    4 days ago
  • $85.1k - $130k

     ...leading advisory, tax and assurance firm, providing clients with a genuine coast...  ...a valued business advisor delivering industry...  ...done and meaningful relationships with clients, teammates...  ...an opportunity to build your career in a...  ...see yourself as a trusted business advisor, working... 
    Full time
    Local area
    Worldwide

    Baker Tilly

    Santa Clara, CA
    1 day ago
  •  ...Inc. is hiring a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios...  ...returns, uncover savings, and build lasting client relationships using our training and technology. This is an in-person role at a local Block Advisors... 
    Work at office
    Local area

    H&R Block, Inc.

    Milpitas, CA
    1 day ago
  • $150k

    At JPMorgan Private Client, we help affluent and high-net-worth clients make...  .... As a Vice President Relationship Manager, you’ll build trusted relationships through deep discovery...  ...ensuring they receive an exceptional and personalized experience that exceeds expectations... 
    Temporary work
    Work at office
    Immediate start

    JP Morgan Chase

    Palo Alto, CA
    1 day ago
  • $190k - $300k

     ...Thornton is seeking a Client Relationship Executive -...  ...within Audit and Tax through relationship...  ...pursuit strategy. Build deep relationships...  ...position will require in-person attendance at...  ...personal and building trust into every result...  ...Grant Thornton Advisors LLC (not a licensed... 
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    San Jose, CA
    1 day ago
  • Citigroup Inc. in Palo Alto is seeking an entry-level Personal Banker SAFE Act to assist in sales and service...  ...with the customer service team. The role helps build customer loyalty and increase sales to individual consumer clients, including small business opportunities. You... 

    Citigroup Inc.

    Palo Alto, CA
    1 day ago
  • Citigroup Inc. in Saratoga, California seeks an entry-level Personal Banker to assist in executing sales, products and services with the customer service team. You will build client relationships and help increase sales to individual consumer clients. Responsibilities include... 

    Citigroup Inc.

    Saratoga, CA
    3 days ago
  • $128k - $168k

     ...Jose, CATax - Private Client Services (PCS) /...  ...to innovation. As a Tax Manager within BPM'...  ...will serve as a trusted advisor to high-net-worth individuals...  .... You'll build meaningful relationships with clients and their...  ...arrangements to personalized benefit structures... 
    Full time
    Summer work
    Private practice
    Work at office
    Local area
    Remote work
    Relocation package
    Flexible hours

    BPM

    San Jose, CA
    4 days ago
  • $150k

    At JPMorgan Private Client, we help affluent and high-net-worth clients make...  .... As a Vice President Relationship Manager, you’ll build trusted relationships through deep discovery...  ...ensuring they receive an exceptional and personalized experience that exceeds expectations... 
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

    Palo Alto, CA
    4 days ago
  • $16.9 - $80 per hour

     ...Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps clients navigate complex tax and business...  ...savings opportunities, and build lasting client relationships — backed by industry-...  ...serve clients. This role is in-person at a local Block Advisors... 
    Hourly pay
    Minimum wage
    Temporary work
    Work at office
    Local area

    H&R Block, Inc.

    Los Gatos, CA
    1 day ago
  • $101.2k - $129.03k

    As the Corporate Tax Senior Associate, you’ll be a member...  ...has the primary tax relationship with the client, and you will help with the...  ...in making business more personal and building trust into every result - for our...  ...― and Grant Thornton Advisors LLC (not a licensed CPA firm... 
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    San Jose, CA
    3 days ago
  • $75k - $85k

     ...Position Overview   The Client Experience Manager...  ...focus of managing relationships with specific clients...  ...Responsibilities   Develop a trusted advisor relationship with...  ..., maintain and help build our usage of Hubspot,...  .... ~ Superb personal organizational skills... 
    Work experience placement
    Remote work
    Flexible hours

    Paladin

    Santa Clara, CA
    4 days ago
  • $17.75 - $23.5 per hour

     ...Seasonal Tax Associate As a seasonal Tax Associate...  ...a career in tax and client services—no prior tax experience...  ...answer questions while building valuable skills and strong client relationships. You'll earn a...  ...the role. This role is in-person at a local H&R Block tax... 
    Hourly pay
    Minimum wage
    Temporary work
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    Sunnyvale, CA
    4 days ago
  • H&R Block is hiring a Seasonal Tax Associate for in-person client service at a local tax office in California. No prior tax experience...  ...information clearly, identify savings opportunities, and build lasting client relationships while contributing to office priorities. You will... 
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block

    Campbell, CA
    2 days ago
  •  ...leader in its space. We are seeking a Client Relationship Manager to serve as a key connection point...  ...is remote, this role does require in-person sales and client meetings in NYC, Long...  ...leads into client relationships. Build strong client relationships through regular... 
    Daily paid
    Remote work
    Flexible hours

    ZR Per Diem Services

    San Jose, CA
    3 days ago
  • $126.64k - $210.91k

     ...great place to work and build a career, KPMG provides audit, tax and advisory services for...  ...real results for our clients. It's also enabled by our...  ...collaborative professional relationship with the client and...  ..., and a robust suite of personal well-being benefits to support... 
    H1b
    Local area

    KPMG

    Santa Clara, CA
    4 days ago
  • Parker Staffing, LLC. in Los Altos, CA is seeking a Personal Banker to build relationships, open accounts, and tailor financial solutions for clients. You’ll help with deposits, lending needs, digital banking tools, and day-to-day branch operations while contributing to... 

    Parker Staffing, LLC.

    Los Altos, CA
    4 days ago
  • Citi Sunnyvale is seeking an entry level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on building loyalty with individual clients and increasing sales through cross‑selling banking products... 

    Citi

    Sunnyvale, CA
    2 days ago
  • Bank of America is seeking a frontline professional to engage clients in the lobby, educate them on self-service options, and process transactions with accuracy. You will build relationships, follow procedures, and work with experts across banking areas to meet clients... 
    Weekend work

    Bank of America

    Sunnyvale, CA
    3 days ago
  • $81.13k - $164.57k

     ...of the worlds top tax firms. Enjoy a collaborative...  ...high-profile clients understand,...  ...as a true business advisor at the forefront of...  ...external to the firm; build and manage client...  ...a robust suite of personal well-being...  ...adverse, and negative relationship with some of the material... 
    Local area

    KPMG

    Santa Clara, CA
    2 days ago
  • $77k - $214k

     ...Wealth Management Tax Senior Associate you...  ...advisory work for clients in asset and...  ...analyze complex issues, build meaningful client...  ...pay, vacation, personal and family sick leave...  ..., and negative relationship to responsibilities...  ...establish a secure and trusted workplace for all.... 
    Full time
    H1b

    PwC

    San Jose, CA
    23 hours ago
  •  ...Illumio enables Zero Trust, strengthening...  ...are dedicated to building scalable infrastructure...  ..., accounting, tax, treasury, compliance...  ...: Serve as a key advisor to the CFO,...  ...Own and manage the relationship with key external...  ...do not ask for any personal information in the... 
    Immediate start

    Illumio

    Sunnyvale, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Advisor: Build Trusted Client Relationships (In-Person). Be the first to apply!