Tax Advisor — Build Year‑Round Client Relationships
H&R Block
H&R Block in Milpitas, CA seeks a Tax Advisor to build year‑round relationships and deliver tax services to individuals and small businesses. You will provide tax preparation, planning and audit support with clients using in‑person and virtual tools, while growing the practice and cross‑selling additional services. This role emphasizes strong communication, fast‑paced collaboration, and adherence to IRS/state requirements. #J-18808-Ljbffr H&R Block, Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Advisor — Build Year‑Round Client Relationships in Milpitas, CA vacancy
$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... .... Responsibilities include building client relationships, preparing tax returns, and...Suggested$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... ...of tax experience, and the ability to build strong relationships with clients. This role requires effective communication...SuggestedHourly pay- A leading tax services company in Cupertino is seeking a Tax Advisor to provide year-round tax preparation and advisory services. You will build strong client relationships and assist in navigating complex tax situations while utilizing virtual tools. Candidates should...SuggestedHourly pay
$11 - $80 per hour
...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...SuggestedMinimum wageTemporary workLocal areaImmediate start$11 - $80 per hour
...confidence in our clients, associates, and communities... ...Next. This multi-year roadmap focuses on... ...do Joining Block Advisors as a Tax Advisor means you''... ...needs year-round. You''ll have the support... ...Responsibilities Build year-round client relationships Provide tax preparation...SuggestedMinimum wageTemporary workLocal areaImmediate start$98k - $128.69k
...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... ...candidates will have: ~4-year degree required...Local areaWorldwideBaker Tilly
San Jose, CA5 days ago- ...financial institution is seeking a motivated individual to engage with clients and assist them with transactions, including mobile and online banking. Responsibilities include building client relationships, managing cash duties, and adhering to banking regulations. The...Weekend work
- ...division of Zions Bancorporation, is seeking a Branch Relationship Banker in Fremont, CA. You will provide top-notch customer... ...new accounts, consumer loans and referrals, and build deep relationships with clients at the Fremont branch. The role emphasizes in-branch sales...
$29.08 - $35.54 per hour
...what you excel atall 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 work$150k - $170k
...0 - $170,000 per year A bit about us... ...The firm provides tax and accounting... ...planning. We provide clients with extensive... ...a rich and well-rounded learning experience... ...Serve as the go-to advisor for your assigned... .... Engage in relationship-building activities, including...Work at officeLocal areaImmediate startRemote workJobot
Palo Alto, CA2 hours ago- JPMorganChase is looking for a Relationship Banker in Fremont, California. In this role, you will provide exceptional service to clients, manage banking relationships, and utilize financial solutions to enhance the client experience. Proven sales experience in banking or...
$115k - $160k
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...through a personal relationship with their advisory team... ...Leader: Assesses talent and builds bench strength for roles... ...warranted Minimum of five years of professional experience...Work at officeWork from homeHome officeShift workDay shiftDormont Manufacturing Company
Palo Alto, CA4 days ago$150k
...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...informed and strategic guidance. Build a robust pipeline through... ...capabilities, and skills Possess 10+ years in Financial Services, including affluent...Temporary workWork at officeImmediate start$150k
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage... ..., capabilities, and skills A minimum of five years of financial services or service sales experience,...Temporary workWork at officeLocal areaImmediate start$95.5k - $195.4k
...At Crowe, you can build a meaningful and rewarding... .... Over our 80‑year history,... ...across our audit, tax, and consulting groups... ...Description: As a Private Client Service Tax... ...manage client tax relationships and supervise and... ...engagements and serve as an advisor to the client....Work at officeLocal areaRemote workCrowe
San Jose, CA1 day ago$90k - $110k
...Growth and delivering for our clients, teammates, communities and... ...the opportunity to succeed, build a career and contribute to our... ...actively managing and deepening relationships with high value and... ...economics or related field or seven years of relevant work experience...Temporary workWork experience placementWork at officeFlexible hoursShift workDay shiftBank of America
Milpitas, CA5 days ago$24.92 - $30.46 per hour
...discover what 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 of one to two years of job‑related, retail banking experience or a...Temporary workLocal area$29.08 - $35.54 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when... ...diploma or equivalent Four to five years of customer service experience Four to five...Temporary work$24.92 - $30.46 per hour
...discover what 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 three to four years of job‑related, retail banking experience or a...Temporary work- Job Overview A law firm seeks a Tax Attorney Associate with 3-5 years of experience to join their practice in... ...transactions, along with strong client relations skills and the ability to... ...transactions. Maintain strong client relationships. Manage multiple concurrent legal matters...Flexible hours
$80k - $100k
...Overview Unleash Your Potential: Senior Tax Associate at PP&Co Awaits Are you... ...ll have the exciting opportunity to build and nurture client relationships while managing tax engagements for a... ...candidate preferred) Minimum of 3 years of experience in tax accounting Strong...Full timeAscend
San Jose, CA2 days ago$85.1k
...more personal and building trust into every result – for our clients and you. Here, we... ...and Grant Thornton Advisors LLC (not a licensed... ..., including tax and advisory services... ...and strong client relationships Other duties as assigned... ...is $85,100 per year. #J-18808-Ljbffr...InternshipSeasonal workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours2 days per weekGrant Thornton International
San Jose, CA4 days ago- Citi is looking for a finance professional in Milpitas, California, to build client relationships and offer tailored financial solutions. The role requires 5-8 years of relevant experience and strong analytical skills to meet the complex financial needs of affluent clients...
$260k - $365k
...Summary DLA Piper is seeking a tax controversy associate with 3-5 years of experience who can... ...and in writing) with clients, in-house tax and legal teams... ...Client Interaction: Build, maintain, and cultivate... ...internal and external client relationships by providing support, regular...Work at officeWork from homeRelocationRelocation packageDLA Piper
Palo Alto, CA1 day ago- ...Job Overview A law firm seeks a tax controversy associate in Palo Alto, CA, with 3-5 years of experience to assist with complex tax disputes... ...complex cases from inception to resolution. Build and maintain strong client relationships. Collaborate with colleagues to develop...
BCG Attorney Search
Palo Alto, CA1 day ago - ...Relationship Banker Milpitas, California To proceed with your application... ..., you must be at least 18 years of age. Acknowledge (... ...Growth and delivering for our clients, teammates, communities and... ...the opportunity to succeed, build a career and contribute to our...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Milpitas, CA6 days ago - THE ROLE We are hiring a Relationship Associate to help grow Allocate's... ...other allocators, helping them build scalable but tailored private... ...they are building for their clients, and the principles that... ...WHAT WE’RE LOOKING FOR 3-5 years of experience in financial services...
$71k - $140k
...capital, and high-tech help build sustainable businesses and expand... ...the next generation Business Relationship Manager at East West Bank... ...of the bank's credit policy, client eligibility and all necessary... ...Bachelor's degree preferred ~5+ years in commercial lending and/or...Local areaEast West Bank
Milpitas, CA4 days ago$81.13k - $164.57k
...at one of the world's top tax firms. Enjoy a collaborative... ...team helping high-profile clients understand, analyze, and... ...knowledge and experience Build and manage client relationships Manage teams of tax... ...Qualifications: A minimum of two years of pass-through,...Local areaKPMG
Santa Clara, CA1 day ago$95k - $110k
...Position: Senior Client Accounting Coordinator Location: Palo Alto, CA (Hybrid) Salary... ...• Ability to formulate strong work team relationships, both internally and externally. •... ...• Bachelor's degree • Minimum of five years of legal billing work experience including...Work experience placementAddition Management
Palo Alto, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Advisor — Build Year‑Round Client Relationships. Be the first to apply!
