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
- ...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
- 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...SuggestedHourly paySeasonal workWork at officeLocal area
$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...SuggestedWork at officeLocal areaMonday to Friday- 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
- ...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...SuggestedSeasonal work
- 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 officeLocal area
- 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 workWork at officeLocal area
$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 areaWorldwideVisa sponsorship- ...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 workWork at officeLocal area
$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 timeLocal areaWorldwide- ...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 officeLocal area
$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 workWork at officeImmediate start$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...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- 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. 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...
$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 timeSummer workPrivate practiceWork at officeLocal areaRemote workRelocation packageFlexible hours$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 workWork at officeImmediate start$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 payMinimum wageTemporary workWork at officeLocal area$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...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$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 placementRemote workFlexible hours$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 payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- 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 paySeasonal workWork at officeLocal area
- ...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 paidRemote workFlexible hours
$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...H1bLocal area- 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...
- 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...
- 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
$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$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 timeH1b- ...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
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