Block Advisor Tax Advisor
H&R Block
Our Company At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high‑performing, connected culture where everyone feels like they belong. We strive to continuously improve our business and have committed to a long‑term strategy and transformation plan known as Block Next. This multi‑year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we’re curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. Typical Day As you inspire people to make confident, informed decisions about their 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 dedicated to providing you with advanced tax training you’ll need to be successful. Block Advisors is an H&R Block brand that redefines the tax‑preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year‑round. It would be even better if you also had... CPA or enrolled agent certification Experience completing business tax returns Experience conducting virtual tax interviews Sales and/or marketing experience Bachelor’s degree in accounting or related field What you’ll bring to the team... Build year‑round client relationships Provide tax preparation, tax audit support and tax planning year‑round Create confidence in our clients by conducting tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) Generate business growth, increase client retention, and offer additional products and services Provide clients with IRS support All certification levels can provide tax notice services Circular 230 associates can provide audit representation Grow your tax expertise 5+ years of tax experience Experience completing individual tax returns Tax planning and audit support Ability to effectively communicate in person and virtually Comfort working with virtual tools – video conferencing and chat Experience working in a fast‑paced, supportive environment Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent Must complete continuing education requirements and meet all other IRS and applicable state requirements Why work for us At H&R Block, we believe and invest in our people by committing to their total well‑being. Our benefit offerings help associates plan for their unique health, wellbeing, and financial wellness needs. Employee Assistance Program with Health Advocate Wellbeing program, BetterYou, to help you build healthy habits Neurodiversity and caregiver support available to you and your family Various discounts on everyday items and services Benefits with additional eligibility requirements: medical coverage, 401(k) retirement savings plan, and employee stock purchase plan Click here to checkout all available benefits The Community You Will Join At H&R Block we remain committed to building a connected culture—one in which trust, care, and connections guide how we work together and create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment recognized worldwide on best‑company lists. You will also be surrounded by colleagues who are committed to helping each other grow and support each other. Equal Opportunity Employer H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you’re looking to make an impact, H&R Block is the place for you. Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. #J-18808-Ljbffr
$11 - $80 per hour
Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire... ...relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and...SuggestedMinimum wageTemporary workLocal area- 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... ...work environment focused on employee well-being and community engagement. #J-18808-Ljbffr H&R BlockSuggested
$73.5k - $212.28k
...time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax... .... The Opportunity As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance and tax planning...SuggestedFull timeH1bWork at officeRemote work$150k - $200k
We are seeking a Business Tax Advisor to deliver proactive, planning-driven tax services for our clients’ closely held businesses. This role is ideal for a tax professional who enjoys combining technical expertise with practical advice in a collaborative wealth management...Suggested$150k - $200k
Empirical Wealth Management is seeking a Business Tax Advisor to provide tax services for closely held businesses. The ideal candidate will have a minimum of 7 years in public accounting, adept at managing multiple clients, and possess strong analytical skills. Responsibilities...Suggested- ...Key Responsibilities Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships Manage existing and build new client relationships Oversee tax planning strategies for clients and run...
$150k - $200k
Empirical Financial Services, LLC is seeking a Business Tax Advisor to deliver proactive, planning-driven tax services for closely held businesses. This role combines technical expertise with practical advice in a collaborative wealth management environment. Key responsibilities...- Pacific Capital Resource Group in Lake Oswego, Oregon, seeks entry-level or experienced Financial Advisors to assist clients in achieving long-term financial goals, focusing on tax reduction. The role includes developing financial plans and designing retirement plans for...
- Pacific Capital Resource Group in Lake Oswego is hiring Financial Advisors to help clients reach their financial goals. Candidates should have a Bachelor’s degree, preferably in finance or related fields, and a proven track record of success. The firm offers competitive...
$125k - $175k
Overview We are seeking a talented tax professional to join the firm’s tax practice. As a Senior Tax Manager, you will be expected to be the lead team member for tax compliance and tax planning for some of the firm’s clients. Responsibilities Review and sign off on federal...- RMW Accounting in Portland, Oregon is seeking a knowledgeable tax professional with 3-5+ years of experience in handling individual, corporate, and partnership clients. The role includes reviewing tax returns and preparing tax projections, working collaboratively to solve...Work at office
- ...financial services company is seeking Seasonal Local Service Associates for TurboTax in Portland, Oregon. This role involves providing tax preparation services, engaging with clients, and fostering community relationships. Candidates should possess experience in tax...Seasonal workLocal area
$80k - $100k
Shields Tax & CPA, PLLC in Vancouver, Washington is seeking an experienced tax professional to join their small, relationship-focused CPA firm. The role involves preparing and reviewing individual tax returns, resolving tax issues, and advising clients directly, rather...- The Treasury Department is seeking candidates for a position in Portland, Oregon, with key responsibilities including advising Voluntary Compliance and Area Coordinators on fees and corrective actions related to EPCRS programs. This role will involve assisting taxpayers...
- ...national reach with a client‑centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping clients meet their goals and plan...Work at officeLocal area
$106k - $132k
...are seeking a highly motivated, intellectually curious Senior Tax Accountant to join our Finance and Accounting team. This is... ...Management: Act as the primary project manager for external tax advisors, ensuring deliverables (like federal, state, and international tax...Work at officeRemote workFlexible hours$95k - $105k
...Job Type Full-time Description Aldrich CPAs and Advisors is looking for a Senior Tax Associate. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. Senior Tax Associates will assist in preparation and review of...16 hoursFull timeSeasonal workWork at officeFlexible hours3 days per week- As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy...
$85k - $105k
Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team dedicated to creating... ...and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members...Work at officeLocal areaRemote work3 days per week$85k - $105k
Focus Financial Partners in Lake Oswego is looking for an Associate Wealth Advisor to join their team. This role involves developing personalized wealth strategies in collaboration with clients and Wealth Advisors. The position offers a hybrid work schedule with 3 days...Work at officeRemote work- ...opportunities, as well as professional development. You’ll be assigned an advisor and be given networking opportunities, not to mention a state-of... ...can along the way. Whether you are interested in Assurance or Tax work, we want people who are passionate about accounting and...Summer workInternshipFlexible hours
$70k - $80k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The role is an exciting opportunity to work... ...and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the...Work at officeRemote work2 days per week$110k - $120k
...and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market... ...present financial plans through planning software Knowledge of tax, estate, and insurance planning Create holistic investment strategy...Work at officeRemote work$110k - $120k
A premier financial services firm is seeking an Associate Wealth Advisor to develop and present financial plans, monitor risk tolerance, and serve as a key client contact. Candidates should have a Bachelor’s degree, a Series 65 or equivalent within 120 days, and at least...Remote job- ...seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be... ...tax liabilities. Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner. Operate...Full timeWork at officeLocal area
$23.7 - $28 per hour
...United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...- Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes...Seasonal workLocal area$150k - $165k
...crucial, as you’ll coordinate annual reporting and audits, provide tax schedules to external CPAs, and maintain compliance with... ...agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during...Local area$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements... ...Sets You Apart Being successful as tax technical business advisor Demonstrating familiarity with CRM systems Having...Full timeH1b$77k - $214k
...Senior Associate, Financial Services Tax At PwC, our people in tax services focus on providing advice and guidance to clients on... ...Sets You Apart Being successful as tax technical business advisor Demonstrating familiarity with CRM systems Having experience...$65k - $80.2k
...Financial Advisor At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and knowledge of...Temporary workWork experience placementWork at office
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