Tax Advisor: Build Year‑Round Client Relationships
H&R Block
A tax preparation service in Portland, Oregon, is looking for a Tax Advisor to build client relationships and provide year-round tax preparation, audit support, and planning services. The ideal candidate will have over 5 years of tax experience, the ability to conduct tax interviews both in-person and virtually, and a Bachelor's degree in accounting or related field. The role emphasizes continuous learning and offers a supportive work environment focused on employee well-being and community engagement. #J-18808-Ljbffr H&R Block
$11 - $80 per hour
...inspire confidence in our clients, associates, and... ...Next. This multi-year roadmap focuses on innovation... ...and money, you'll build client relationships that will grow... ...year. Joining Block Advisors as a Tax Advisor means you'll... ...services needs year-round. You'll have the...SuggestedMinimum wageTemporary workLocal area- ...inspire confidence in our clients, associates, and... ...Next. This multi-year roadmap focuses on innovation... ...and money, you’ll build client relationships that will grow... ...year. Joining Block Advisors as a Tax Advisor means you’ll... ...services needs year-round. You’ll have the...Suggested
- ...services firm is seeking an Associate Relationship Banker in Lake Oswego, OR. This role focuses... ...on creating memorable experiences for clients and building lasting relationships through... ...ideal candidate should have at least 1 year of sales experience in retail banking...Suggested
- About Us Block Advisors is an H&R Block brand that redefines the tax preparation experience for individuals... ...needs. We assist our clients in reaching their financial goals year-round. About the Role As a... ...needs year-round, build client relationships, provide tax...Suggested
$80k - $100k
Shields Tax & CPA, PLLC in Vancouver, Washington is seeking an... ...professional to join their small, relationship-focused CPA firm. The role... ...tax issues, and advising clients directly, rather than managing... ...CPA license, and at least 5 years of tax preparation experience...Suggested- An established industry player is seeking a dedicated tax professional to join their dynamic team. This role emphasizes building strong client relationships while managing tax projects and mentoring junior staff. The firm values professional growth and offers a supportive...
- ...Review and sign off on federal and state tax returns for individuals, trusts,... ...partnerships Manage existing and build new client relationships Oversee tax planning strategies for... ...Qualifications Minimum 5 years of public accounting experience with an...
- U.S. Bank is seeking a Client Relationship Consultant in Portland, OR. The role involves building strong relationships with clients through proactive outreach, offering... ...experiences. Ideal candidates will have at least 4-5 years of retail banking experience and strong...
- U.S. Bank is seeking a Client Relationship Consultant 3 in Beaverton, OR, focused on building strong client relationships through various channels. Responsibilities include... ...will possess a high school diploma and 4-5 years of retail banking experience, with a proven ability...
- Koitecc Solutions in Portland, Oregon, is seeking a Relationship Banker to enhance client experiences and manage relationships effectively. The role includes utilizing innovative banking solutions and financial technology while prioritizing client satisfaction and retention...
- JPMorgan Chase & Co. seeks a Relationship Banker in Beaverton, Oregon. In this role, you will represent our brand by providing top-notch hospitality and banking solutions to clients, contributing to branch success. Responsibilities include managing client relationships...
$55k - $151.47k
...20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance,... ...owned businesses. Focused on relationships, you are building meaningful client... ...composite returns, AMT, and year-end planning. As a Senior Associate...Full timeH1b$20.67 - $31.25 per hour
...a Personal Banker to serve as a trusted advisor for clients. Responsibilities include building financial wellness through proactive client... ...a Bachelor's degree, with at least one year of experience in sales or customer relationship management. This position offers a...Hourly pay- JPMorganChase is seeking a relationship manager in Portland, OR responsible... ...for managing high-net worth client relationships by providing... ...will have a minimum of five years in financial services and must... .... This role involves network building, sales growth, and compliance...
- The Private Client Relationship Manager will fulfill an integral role in developing... ...by serving as a strategic advisor for coverage related... ...Candidates Will Have:Minimum of 5-7 years of experience in personal... ....Proven track record of building and maintaining strong client...Work at office3 days per week
- ...Chase Bank, N.A. is seeking a Relationship Manager in Happy Valley, Oregon... ...and manage high-net-worth client relationships across banking,... ...candidates will have at least five years of financial services experience and a proven ability to build trust. The role also requires...
- Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to... ...Qualifications, Capabilities, and Skills A minimum of five years of financial services or service sales experience...Temporary workWork at officeLocal areaImmediate start
$80k - $95k
...a role—it should help build a fulfilling career. We... ...advisory. Over the next year, you’ll help us modernize... ...We’re looking for a Client Accounting Senior Associate... ...a strong leader and relationship builder? If so, this could... ..., payroll, and sales tax processes for assigned...Live inLocal areaImmediate startRemote workFlexible hours- ...Relationship Manager Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity... ..., and skills A minimum of five years of financial services or service sales experience...Temporary workWork at officeLocal area
$25.49 - $31.15 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers... ...Client Relationship Consultants build relationships with customers, engaging... ...Typically has a minimum four to five years of job-related, retail banking experience...Temporary work$25.49 - $31.15 per hour
...you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple... ...or equivalent - Typically has a minimum four to five years of job-related, retail banking experience or a combination...Temporary workLocal area$25.49 - $31.15 per hour
...Location: 1040 NW Lovejoy St, Portland, Oregon 97209 Client Relationship Consultants build relationships with customers, engaging them via multiple... ...diploma or equivalent Typically has a minimum four to five years of job-related, retail banking experience or a...Temporary workLocal area- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers... .... Client Relationship Consultants build relationships with customers, engaging... ...Typically has a minimum three to four years of job-related, retail banking...Temporary work
- ...Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Portland, OR... ...the Vibe At Ernest, we don’t just build careers, we build community. Our culture... ...Residual income from your accounts (even years down the line). High impact, high reward...Work at officeLocal areaRemote work
- Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Portland, OR Workplace... ...Sets the Vibe At Ernest, we don’t just build careers, we build community. Our... ...Residual income from your accounts (even years down the line). High impact, high...Work at officeLocal areaRemote work
- ...invest in change-makers and build sustainable prosperity in our... ...OVERVIEW The position of VP, Client & Treasury Manager is... ...business; the expansion of existing relationships; and servicing customers.... ...required and/or have minimum 8 years of experience demonstrated to...Full timeContract workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift
- ...at—all from Day One. Job Description Build relationships with customers via multiple channels including... ...solutions for new and existing clients based on their needs by effectively engaging... ...Typically has a minimum three to four years of job-related, retail banking...Temporary work
$21.68 - $26.5 per hour
Job Overview Client Relationship Consultant position focuses on building and maintaining strong relationships with customers across multiple channels, providing tailored... ...High school diploma or equivalent. Minimum 3-4 years of job‑related retail banking experience or...Hourly payTemporary work$25.49 - $31.15 per hour
Job Overview Client Relationship Consultant - 900 SW 5th Ave, STE 200, Portland, OR 97204. Responsibilities Build relationships with customers via in‑person, appointment, and virtual... ...diploma or equivalent. Typically 4‑5 years of job‑related retail banking experience...Hourly payTemporary work- ..., Oregon is seeking a Financial Advisor who will champion team success and... ...and inclusion, you will educate clients on investment management and... ...ideal candidate has at least 2 years of relevant experience, strong client relationship skills, and required licensing....
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