Tax Advisor: Year-Round Client Guidance & Growth
H&R Block, Inc.
H&R Block, Inc. is looking for a Tax Advisor in Lafayette, California. In this role, you'll build year-round client relationships and provide comprehensive tax services including preparation and planning. The ideal candidate will have over 5 years of tax experience, strong communication skills, and the ability to work with virtual tools. Join a culture focused on continuous learning and meaningful impact, alongside competitive pay and benefits. #J-18808-Ljbffr H&R Block, Inc.
$100k - $140k
...Insurance Brokers is seeking an experienced Tax Advisor to support the financial well-being of employees and clients through strategic tax guidance. The ideal candidate will provide tax... ...CPA designation, and a minimum of three years of relevant experience. This position...Suggested$125k - $175k
...are seeking a talented tax professional to join the... ...for some of the firm’s clients. Responsibilities... ...internal memos, written tax guidance, and correspond with IRS... ...Minimum 5 years of public accounting experience... ...ideas is paramount to the growth of each employee, so we...Suggested$100k - $140k
Tax Advisor Heffernan Financial Services is looking for an experienced,... ...well‑being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a... ...and reports as needed. Offer year‑round support for tax questions, notices...SuggestedWork at office$11 - $80 per hour
...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... ...services needs year-round. You’ll have the support of... ...email) Generate business growth, increase client retention,...SuggestedMinimum wageTemporary workLocal areaImmediate start$128k - $157k
Novogradac & Company LLP is seeking a Tax Manager for its Walnut Creek office. The position... ...skills. The role also includes developing client relationships and enhancing office... ...workplace with various benefits and professional growth opportunities. #J-18808-Ljbffr Novogradac...SuggestedRemote jobWork at officeFlexible hours$75k - $81k
.... This role involves completing tax and audit engagements under supervision, developing client relationships, and contributing... ...accounting or finance, and up to 1 year of experience in public... ...work arrangements and professional growth opportunities. #J-18808-Ljbffr...Remote jobFlexible hours- ...Creek, California, is seeking an Industrial Design Client Services Manager responsible for driving growth and managing complex client relationships in the food... ...in engineering or related fields and a minimum of 15 years of experience in environmental consulting, with...
- ...in San Ramon, California. This role involves shaping team culture, driving client growth, and assisting customers with banking services and digital options. Ideal candidates will have 1-2 years of relevant experience, a passion for business development, and a focus on...
$75k - $81k
...CA. This role involves completing tax and audit engagements, developing client relationships, and conducting research... ...accounting or finance and up to 3 years of relevant experience. Novogradac... ...environment aiming for professional growth, with a salary range between $75,00...Flexible hours$103.6k - $220k
...lives for more than 60 years - from their favorite meals... ...and medications, client interactions, and tentative... ...Participate in rounds as incoming or exiting... ...receive direction and guidance based on electronic medical... ...by contributing to the growth of a productive practice...Minimum wageLocal areaImmediate startShift workNight shift$75k - $80k
Hightower Advisors is seeking an Associate Wealth Advisor in San Ramon, California. The role involves onboarding clients, preparing investment proposals, and supporting advisory practices. Ideal candidates have 3+ years in investment management and a strong understanding...- Charles Schwab Corporation is looking for an Associate Wealth Advisor to support Wealth Advisors and manage virtual client relationships. The ideal candidate will have strong skills in client service, proactive initiative, and adaptability in a dynamic environment. This...
- ...Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful candidate... ...supporting Senior Wealth Advisors with client advisory and investment management duties. Requirements include a four-year degree in finance or a related field, along...
- ...managing a portfolio of personal insurance clients, ensuring exceptional customer service... ...accuracy. The ideal candidate will have 2-5 years of experience in account management and... ...work environment with opportunities for growth and a competitive compensation package....
$25 - $27 per hour
...Client Care Coordinator ComForCare Home Care is seeking a Client... ...opportunity for professional growth within a growing organization.... ...to caregiver teams, providing guidance to ensure continuity and excellence... ...or healthcare). Minimum 3 years of experience in home care,...Hourly payWork at officeLocal areaFlexible hoursWeekend work$250k - $300k
...Director of Employee Benefits Operations to lead strategies for client retention and revenue growth. The role involves championing a culture of operational... ...department. The ideal candidate should possess over 10 years of experience in the insurance industry, with strong...$90k - $111k
...Senior Accountant to manage a variety of tax and client assignments while supervising and... ...or finance (advanced degree a plus). 1-3 years of experience in public accounting or equivalent... ...workplace culture, professional growth opportunities, and a comprehensive benefits...Work at officeRemote workFlexible hoursWeekend workAfternoon shift$80k - $95.5k
...performing audits, preparing financial statements, and developing client relationships while traveling 15-20% of the time. Candidates... ...medical insurance and tuition assistance, Aprio provides an ideal opportunity for growth in a well-rated firm. #J-18808-Ljbffr Aprio, LLPRemote job$128k - $157k
...LLP is searching for a Tax Manager to join our fast... ...and developing client relationships and increasing... ...degree is a plus), and 3‑7+ years of experience in public... ...Single Audit, Uniform Guidance, A-133, Forecasting,... ...providing strong professional growth and development...Work experience placementWork at officeRemote workFlexible hoursShift workWeekend workAfternoon shift- At Gallagher, we help clients face risk with confidence because we believe... ..., and fostering professional growth Manage multiple priorities... ...'s degree with minimum 1+ years client service management experience... ...401(K) and Roth options Tax-advantaged accounts (HSA, FSA)...Full timeWork at officeFlexible hoursShift work
$195.7k - $254.4k
...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals,... ..., coordinating the workflow of multiple clients and deliverables to minimize risk and surprises... ...the IRS (JD, CPA, or EA). Minimum of 8 years’ experience in public accounting in...Local areaFlexible hours$90k - $111k
...Company LLP is seeking a Senior Accountant in Walnut Creek, California. The role involves managing various tax assignments, supervising staff, and fostering client relationships. Candidates should hold a Bachelor's degree in accounting and possess strong communication...Remote jobFlexible hours- ...Accountant for their Walnut Creek, CA office. The role requires 2+ years of accounting experience, offering opportunities for mentorship... ...hybrid work environment. As a key team member, you will work on client deliverables, perform general ledger accounting, and ensure...Work at office
- ...strengths of each individual to build a well-rounded team. Our hybrid work environment... .... We anticipate 15 to 20 percent growth within the next 5+ years. We are looking for an experienced family... ...activities and exposure to different clients and services Embraces and encourages...Work at office
$63.5k - $85.91k
...combine the strengths of trusted advisors with powerful digital tools—making growth smarter, faster, and more scalable... ...ever. Role Overview The Associate Client Advisor focuses on building foundational... .... Sales Mindset: At least 1–2 years in sales, business development, or...Immediate startFlexible hours$63.5k - $85.91k
...Associate Client Advisor A global fintech leader, Acrisure empowers millions of ambitious businesses... ...services – and more. In the last twelve years, Acrisure has grown in revenue from $38... ...quota. Develop and execute strategic growth plans, leveraging data-driven insights,...Immediate startFlexible hours- Brown and Caldwell is seeking an Industrial Design Client Services Manager - Food & Beverage in Walnut Creek, California. This role is... ...lead strategic pursuits and multi-disciplinary teams, ensuring growth and alignment with client needs while actively engaging in business...
$180k - $250k
...developing sustainable solutions for clients, including green... ...key role will contribute to the growth and success of our client relationships... ...projects, working under the guidance of the PM or Client Service... ...engineering field. Experience: 10+ years of experience in water/...Work at officeWork from home2 days per week$43.1k - $58.3k
...Banker in San Ramon, California. This role will involve assisting in the branch expansion, guiding customers, and contributing to client growth. Candidates should be creative, passionate about business development, and possess strong interpersonal skills. You will manage...$128k - $157k
...LLP is searching for a Tax Manager to join our fast... ...and developing client relationships and increasing... ...degree is a plus), and 3‑7+ years of experience in public... ...Single Audit, Uniform Guidance, A-133, Forecasting,... ...providing strong professional growth and development...Work experience placementWork at officeRemote workFlexible hoursShift workWeekend workAfternoon shift
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