Tax Advisor — Client Growth & Virtual Planning
H&R Block
H&R Block in Los Gatos is seeking a Tax Advisor to build year-round client relationships and provide tax preparation services. The ideal candidate should possess CPA or Enrolled Agent certification, with at least 5 years of tax experience. Responsibilities include conducting virtual tax interviews and offering audit support. Benefits include comprehensive medical coverage, 401k, and various employee assistance programs. #J-18808-Ljbffr H&R Block
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Advisor — Client Growth & Virtual Planning in Los Gatos, CA vacancy
$11 - $80 per hour
A leading tax services firm is seeking a Tax Advisor in California to provide year-round tax preparation and planning services. The ideal candidate will have... ...relationships with clients. This role requires effective... ...skills and comfort with virtual tools. Benefits include...VirtualHourly pay- A leading tax services company in Cupertino is seeking a Tax Advisor to provide year-round tax preparation... ...You will build strong client relationships and assist... ...while utilizing virtual tools. Candidates should... ...supports professional growth and community engagement...VirtualHourly pay
$11 - $80 per hour
A leading tax preparation firm in Milpitas, California, is seeking a Tax Advisor to provide year-round tax and business services to clients. The ideal candidate will have over 5 years of tax experience... ...tax returns, and conducting virtual interviews. This position offers...Virtual$11 - $80 per hour
Tax Advisor Responsibilities Build year-round client relationships Provide tax preparation, tax audit support, and tax planning year-round Conduct tax interviews face‑to‑face and through virtual tools (video conferencing, phone,... ...Generate business growth, increase client...Virtual$11 - $80 per hour
...inspire confidence in our clients, associates, and... ...strategy and transformation plan known as Block Next.... ..., and sustainable growth. It is designed to elevate... ...\'ll do Joining Block Advisors as a Tax Advisor means you’ll... ...Experience conducting virtual tax interviews Sales...VirtualMinimum wageTemporary workLocal area$120k - $166k
...Job Description Title: Tax Manager, Private Client Services Location: San... ...firm that prioritizes career growth, flexibility, and a collaborative... ...of tax services including planning, research, compliance,... ...net-worth clients and their advisors on income tax planning, trust...Private practiceFlexible hoursATR
San Jose, CA1 day ago$73.5k - $212.28k
...20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These... ...the Partner Tax Preparation Advisors team you are expected to... ...returns Experience in leading virtual teams Skills in building trusted...VirtualFull timeH1bWork at officeRemote workPwC
San Jose, CA2 days ago- ...leading travel services company is seeking a Virtual Travel Client Services Coordinator to support clients... ...via phone and email, reviewing travel plans, and providing destination information.... ...interest in travel. Flexible hours and growth opportunities are offered. #J-18808-...VirtualRemote workFlexible hours
Dreamstravelcr
San Jose, CA4 days ago $85k - $98k
...Position Overview The Clinical Client Care Manager is a full‑time... ...developing goal‑oriented care plans, overseeing case management for... ...Assurance Conduct in‑home or virtual sales assessments to determine... ...strong interest in professional growth and development Proficient...VirtualFull timeContract workLocal areaMonday to Friday$61k - $250k
Northwestern Mutual in California seeks a Financial Advisor to help clients through financial planning. The role requires a Bachelor's degree and strong relationship-building skills. Advisors can expect performance-based earnings ranging from $61k to $250k annually. The...$76.7k - $126k
...presents a rare opportunity for our clients, stakeholders, and colleagues.... ...and risk assessment for tax, immigration, business travel,... ...to unlock business and human growth. A career at Vialto will provide... ...expertise in individual tax planning for employee cross-border...Full timeWork at officeRemote workVialto Partners
Campbell, CA2 days ago$76k - $125.3k
...side by side with a range of clients from our most venerable institutions... ..., and you'll see that growth reflected in your career. With... ...most technically demanding tax planning and compliance projects around... ...you to develop into a trusted advisor role to client. You will...Work experience placementSummer holidayLocal areaFlexible hoursEY
San Jose, CA1 day ago$195k - $266k
...Job Description Job Description Title: Tax Director, Private Client Services Location: San Jose / San Ramon CA Salary: $195,000 – $... ...involving clients and team members Advanced understanding of planning and compliance concepts related to high-net-worth...Private practiceLocal areaWork from homeFlexible hoursATR
San Jose, CA1 day ago$195k - $265k
...Job Description Job Description Title: Director of Tax, Private Client Advisors (Trust, Estate, Gift tax) Location: Multiple CA locations... ...fiduciary tax engagements. This role focuses on complex tax planning and compliance across estate, gift, and trust matters,...Local areaFlexible hoursATR
San Jose, CA1 day ago$90 - $120 per hour
...working world. Seasonal Tax Manager – Private Client Services Private Client... ...within EY, and you’ll see that growth reflected in our career... ...technically demanding tax planning and compliance projects around... ...with working remotely in a virtual team environment To...VirtualHourly paySeasonal workRemote workFlexible hoursEY
San Jose, CA2 days ago$120 - $150 per hour
...working world. Seasonal Tax Senior Manager – Private Client Services Private... ...within EY, and you’ll see that growth reflected in our career opportunities... ...technically demanding tax planning and compliance projects... ...working remotely in a virtual team environment To...VirtualHourly paySeasonal workRemote workFlexible hoursEY
San Jose, CA23 hours ago$90 - $120 per hour
...Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client... ...companies. You will work on high‑growth private company clients, handling complex tax planning and compliance projects.... ...Comfort with remote work in a virtual team environment. Qualifications...VirtualHourly paySeasonal workRemote work- ...Primary Duties Tax Compliance Assist in... ...returns for high net worth clients. Ensure accuracy and... ...tax filings. Tax Planning Support Contribute... ...professional services advisor to middle-market businesses... ...new ways to accelerate growth. CBIZ has more than 9,5...
CBIZ
San Jose, CA4 days ago $180k - $215k
...Description Position: Tax Senior Manager... ...talented tax team, and advise clients across various industries... ...and professional growth. Key Responsibilities... ...modern tax preparation, planning, and research software.... ...effective communication in a virtual environment. ~...VirtualFull timeLocal areaRemote workTalento Recruitment Group
San Jose, CAa month ago$95.5k - $195.4k
...opportunities for career growth and leadership. Over... ...DNA across our audit, tax, and consulting groups.... ...Description: As a Private Client Service Tax... ...tax matters as well as planning and implementing special... ...as well as serve as an advisor to the client. Identify...Work at officeLocal areaWorldwideCrowe
San Jose, CA2 days ago$103.1k - $188.9k
...by side with a range of clients from our most venerable... ...providing dedicated tax technical services to both... ...Delivery and Growth Engine because this team... ...technically demanding tax planning and compliance projects... ...will make you a trusted advisor and role model for your...Private practiceSummer holidayLocal areaFlexible hoursEY
San Jose, CA4 days ago$90k - $110k
...Tax Senior Associate At GHJ we help our people and clients pursue their passions, build thriving businesses... ...maximization, estate planning and international... ...accountants; we want to be true advisors and collaborators with... ...with tremendous growth potential for the...Local areaWorldwideGHJ
San Jose, CA3 days ago$101.2k - $129.03k
...As the Corporate Tax Senior Associate, you’ll be... ...on business income tax planning, corporate compliance,... ...relationship with the client, and you will help with... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA... ...exceptional career-growth opportunities and a distinctive...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per weekGrant Thornton
San Jose, CA4 days ago$98k - $128.69k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...to be a valued business advisor delivering industry-focused tax advisory... ...and with your clients Support the growth and development of team members...Local areaWorldwideBaker Tilly
San Jose, CA3 days ago$80k - $100k
...Unleash Your Potential: Senior Tax Associate at PP&Co Awaits... ...usher in their next stage of growth. With Ascend's shared resources... ...opportunity to build and nurture client relationships while managing tax... ...business decisions, tax planning strategies, and effective tax...Full timeAscend Partner Firms
San Jose, CA3 days ago$75.5k - $149.6k
...access to opportunities for career growth and leadership. Over our 80-year... ...of our DNA across our audit, tax, and consulting groups. That's why... ...identifying and implementing tax planning and consulting opportunities to our diverse client base. Working in a highly interactive...Local areaRemote workWorldwideCrowe
San Jose, CA4 days ago$55k - $151.47k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...tax planning Working with team members virtually Identifying and addressing client tax issues...Full timeH1bPwC
San Jose, CA4 days ago$181k - $262k
In this role you will Guide the approach and execution of the Client Platform Engineering Team Plan, design, and implement scalable solutions to manage Aurora's physical and virtual client platforms (Macs, Windows, Ubuntu) to ensure they receive security patches, configuration...VirtualLocal area$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- ...readiness and long‑term revenue growth. The successful candidate... ...contract execution, and launch planning. Engage and influence senior... ...successful bank corporate client adoption of Zact products, expansion... ...programs, BIN sponsorship, virtual cards, or bank‑led...VirtualContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Advisor — Client Growth & Virtual Planning. Be the first to apply!
