Year-Round Tax Advisor: Trusted Client Partner
H&R Block
H&R Block is seeking a Block Advisor to prepare complete tax returns for clients with diverse situations, including individuals and small businesses. You will interview clients to uncover tax implications and provide personalized recommendations, while building year-round relationships and offering relevant Block Advisors products and services. This in-person role emphasizes client-focused service, IRS support, and collaboration within a supportive team, backed by training and competitive hourly #J-18808-Ljbffr H&R Block
- H&R Block in Belmont, CA is seeking a year-round Block Advisor to prepare complete tax returns for individuals and small businesses, conduct client interviews, and deliver personalized recommendations. You will build long-term client relationships, identify tax savings...SuggestedHourly pay
- ...digital transformation. With over 40 years of experience, Prolifics partners with enterprises to modernize... ...global delivery model, Prolifics helps clients remain competitive in an evolving digital... ...the client’s business.Acts as a trusted adviser to clients, builds and...Suggested
$200k - $220k
...Guide for Decision Intelligence, we’re the trusted choice of global market leaders. Built... ..., across every business area.As a Client Partner, you will partner with senior executives... ...revenue targetsAbout You A player with 7 + years of direct sales experience with a recognized...SuggestedFull timeWork at officeRemote workFlexible hoursShift work$210k - $270k
...Your Future NeighborsNextdoor's Client Partner team is a diverse, driven,... ...broader business, relying on trusted relationships, collaboration,... ...makersServe as a trusted strategic advisor by deeply understanding... ...You’ll Bring To The Team10+ years of experience driving enterprise...SuggestedTemporary workWork at officeLocal areaWork from home$270k
Client Partners are the trusted partner of existing Thoughtworks clients, supporting them in their business transformation journey through a technology... ...through our purposeful and impactful work. For 30+ years, we’ve delivered extraordinary impact together with our clients...Suggested$261k - $335k
...TeamOpenAI’s Sales team partners with advertisers to... ...strong standards for user trust and platform integrity.... ...this role if you:Have 10+ years of experience in... ...performance marketing, client strategy, consulting, or... ...Health Savings AccountsPre-tax accounts for Health FSA...Seasonal workWork at officeLocal areaFlexible hours- ...have a legal entity.Your future teamThe Trust Engagement team is a globally distributed... ...scalability of Trust Engagement programs.Partner cross functionally with security, compliance... ...first day, we’ll expect you to have:10+ years of progressive experience across...Work at officeLocal area
- ...regarding this listing.Tax Manager/Advisor | Wealth Management... ...tax advisory firm that partners with high-net-worth... ...proactive planning, trust and estate matters, and... ...estimates, and year-round tax planningIdentify... ...strategiesMeet directly with clients to discuss tax...Full timeRemote work
$8k
...communities and building trust in how we show up,... ...forward. As a trusted advisor, you'll leverage your expertise... ...preeminent business partner, solidifying long-... ...combination of both.Engage your clients with Verizon's Velocity... ...parent)Up to $8k per year in tuition...Full timeTemporary workPart timeWork experience placementShift work$261k - $335k
...mission, the Sales team partners closely with... ...standards for user trust and platform integrity... ...if you:Has 10+ years of experience in performance... ...marketing, or client-facing strategy and... ...as proven advisor influencing executives... ...Savings AccountsPre-tax accounts for Health...Contract workWork at officeLocal areaFlexible hours$8k
...communities and building trust in how we show up,... ...forward. As a trusted advisor, you’ll create new value... ...as the premier business partner in your accounts.Developing... ...degree or four or more years of work experience.Six... ...of both. Engage your clients with Verizon's Velocity...Full timeTemporary workPart timeWork experience placementShift work$171k - $257k
...California market is seeking a Client Partner to grow our Life Sciences portfolio... ...Build and maintain trusted executive relationships, acting as a strategic advisor to client leaders across R&D, Commercial... ...opportunities into multi-year, multi-engagement relationships...Temporary workLocal area$200k - $260k
...values innovation, agility, and client impact.Shape the future of... ....Job Title: Client Partner - BankingLocation: San Francisco... ...offer, please visit us at 8-10 years with a Big 4 or Top 10... ...preferred.Serve as the strategic advisor and trusted partner to senior executives...Remote work$100k - $187k
...development across existing and prospective clients. In this role, you will partner closely with account‑specific... ...client engagement. Act as a trusted advisor to clients by understanding their... ...institution. Will also consider three years of progressive experience in the...Full timeTemporary work- ...We are looking for an experienced Client Partner to drive revenue and margin growth within... ...for assigned accounts. Act as a trusted advisor on emerging technologies, AI, Cloud, Data... ...Required Experience: ~15+ years of relevant IT Services sales / client...
$85k - $95k
...USA and Bulgaria We’re hiring a Senior Client Partner in San Francisco — one of the first in our... ...rooted in data, insights, and trust · Identify new opportunities to cross-sell... ...executive forums What You Bring · 5–8+ years of experience in account management, client...Full timeWork at office$210k - $285k
...Annual Bonus, RSUs, and Stock options Job Title: Client Partner - Banking Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and... ...initiatives. Key Responsibilities Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO)...Full time- ...proactive check-ins. Develop trusted relationships with underwriting... ...resolve them. Own renewals and partner with Sales on expansion... ...outcomes. Requirements 3 to 7 years of experience in Customer Success... ...with enterprise or mid-market clients, ideally in P&C insurance, fintech...Work at office
$100k - $125k
...Science, or a related field.4+ years of experience in a customer... ...skills, with a knack for building trust and driving engagement.... ...E financing in May 2026. The round was led by Princeville Capital... ...Avenir Growth Capital, D1 Capital Partners, K5 Global, NewView Capital, Spark...Full timeWork at office- Tax AdvisorPosition OverviewWe are seeking a knowledgeable... ...detail-oriented Tax Advisor/Manager to provide... ...compliance services to our clients. The ideal candidate... ...for individuals, trusts, estates, non-profits,... ...Accounting or related field5+ years of public accounting...
$176.6k - $239k
...customers along their multi-year journey to the cloud, ensuring... ...sell, how we deliver, or how we partner. If you are excited about... ...; positions CSMs as trusted advisors who can guide customers through... ...help you develop into a better-rounded professional. Work/Life Balance...Local areaFlexible hours- ...revenue, growing rapidly, and trusted by companies you definitely know... ...a Great Fit If You Have: 3+ years of Customer Success or Account... ...conversations with stakeholders. Trusted Advisor: You build deep relationships... ...Coframe. Lead Onboarding: Partner with Growth Strategists and...Contract workWork at officeLocal areaFlexible hours
- ...Description: Job Title : Client Success Manager Reports... ...the right long-term partners for The Larkin Company. We... ...ongoing partnership by being a trusted partner and strategic advisor. This includes on-site... ...required: A four-year college degree or a professional...Contract workWork at office
- ...oversubscribed Series C ($68M round) led by Transformation... ...medical imaging in the U.S. at partners including Cone Health, Jefferson... ...ll Be Doing: Serve as a trusted advisor to Rad AI's customers through... ...Bachelor's degree or above. ~3+ years of relevant customer success...Full timeWork at officeRemote workFlexible hours
$121.84k - $152.32k
...looking for a thought partner with deep business acumen... ....What You Bring:4+ years of experience in Customer... ...reframing questions that probe client motivations, pressures,... ...presence that earns trust.Flexibility to support... ...are looking for well-rounded people from around the...Full timeTemporary workWork at officeLocal areaRemote workHome officeShift work3 days per week$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...advice and guidance to clients on tax planning, compliance... ...Growing as a strategic advisor, you leverage your... ...Finance, Accounting- 6 years of experience- CPA, Enrolled... ...establish a secure and trusted workplace for all....Full timeH1bRemote work- ...We are seeking a Senior Director, Client Partner to serve as the "CEO" and P&L owner of... ...our clients' first line of contact and trusted advisor, providing leadership across joint EPAM... ...creating proposals and presentations 15+ years of demonstrated track record of...
- ...conversations. Responsibilities Partner closely with account executives... ...customer satisfaction Serve as a trusted payments and product advisor to managed customers by delivering... .... Minimum requirements 4+ years of experience in a client-facing role in Enterprise relationship...
$75k - $125k
...continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the... ...roll-up your sleeves tax preparation and client advisory, the role requires a strong sense... ...projects. What we look for: ~3+ years of experience preparing a variety of tax...Work experience placementWork at officeFlexible hours- ...company. You will become a trusted advisor to these customers, will... ...growth of your customers partnered closely with Account teams... ...payments, billing, tax and invoicing advisor to the... ...Minimum Requirements ~6+ years of experience in a client-facing role ideally customer...
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