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
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Year-Round Tax Advisor: Trusted Client Partner in San Bruno, CA vacancy
- H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor to prepare accurate returns for diverse clients and uncover savings opportunities. You will conduct client interviews, provide personalized recommendations, and build lasting relationships backed by training...SuggestedWork at officeLocal area
- 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
Prolifics
San Francisco, CA2 days ago $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 workAera Technology
San Francisco, CA4 days ago$124.7k - $174.6k
...built on shared interests, passion, and trust, and is home to the most open and authentic... ...San Francisco or Los Angeles. As a Lead Client Partner, you will be responsible for forming... ...agencies and directly with clients to drive year-over-year revenue growthProactively...SuggestedFor contractorsWork experience placementReddit
San Francisco, CA2 days ago$79.2k - $163.06k
...feature, it's a powerful partner that augments our... ...platform advertisers can trust to grow their business.... ...and closing high-value client relationships within the... ...team.Act as a trusted advisor to prospective clients,... ...What we're looking for:5+ years of experience in...Work at officeLocal areaRemote workRelocationRelocation packagePinterest
San Francisco, CA19 hours ago$239k - $273k
...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 hoursOpenAI
San Francisco, CA4 days ago$216k - $273k
...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 hoursOpenAI
San Francisco, CA5 days ago- ...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
Atlassian
San Francisco, CA3 days ago $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...Temporary workWork at officeLocal areaWork from homeNextdoor
San Francisco, CA3 days ago$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 workInfosys Technologies
San Francisco, CA5 days ago$18.95 - $80 per hour
About The Role As a year-round Block Advisor Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business... ...clear, personalized recommendations Build trusted, year-round client relationships by delivering...Hourly payMinimum wageTemporary workWork at officeLocal area- 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...
CyberCoders
San Mateo, CA1 day ago - ...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
Larkin Benefit Administrators
Millbrae, CA4 days ago $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 officeSigma Computing
San Francisco, CA1 day ago- ...chain service provider. As the trusted partner for AI-first supply chain... ...candidates/Jobs:: Job Description: Client Partner - Google relationship... ...must be able to earn Trusted Advisor status with clients.... ...highly desired. At least 10 years of experience in working with...
$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$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 workPwC
San Francisco, CA4 days ago$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- ...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
Rad AI
San Francisco, CA3 days ago $121.84k - $152.32k
...looking for a thought partner with deep business acumen... ....What You Bring:6+ 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 workPlanet Labs
San Francisco, CA2 days ago$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 hoursPlatform Accounting
South San Francisco, CA3 days ago- ...conversations. Responsibilities Partner closely with account executives... ...satisfaction Serve as a trusted payments and product advisor to managed customers by... ...Minimum requirements ~6+ years of experience in a client-facing role in Enterprise relationship...
Stripe
South San Francisco, CA5 days ago - ...always handing them off to R&D. We don't need you to have years and years of experience or check every box. We care about... ...insights, Agents, workflows, modules, and use cases Act as a trusted advisor and partner to customer stakeholders Train and enable customers on...Shift work
Base
South San Francisco, CA2 days ago - ...revenue, growing rapidly, and trusted by companies you definitely know... ...Great Fit If You Have: ~3+ years of Customer Success or Account... ...stakeholders. ~ Trusted Advisor: You build deep relationships... ...Coframe. Lead Onboarding: Partner with Growth Strategists and engineers...Contract workWork at officeLocal areaFlexible hours
- ...Series B led by Insight Partners, bringing our total funding... ...Endeavors. This new round is fueling our next phase... ...unique challenges. After years of building the “brain” of... ...Management : Serve as the trusted advisor for a portfolio of clients, ensuring their needs are...Work at officeRemote workFlexible hours
- ...proactive check-ins. Develop trusted relationships with... ...resolve them. Own renewals and partner with Sales on expansion opportunities... .... Requirements ~3 to 7 years of experience in Customer Success... ...with enterprise or mid-market clients, ideally in P&C insurance,...Work at office
- ...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...
- ...with patients and HCPs. About the roleThe Client Partner owns the post-launch success of a... ...performance.Serve as a product and technical advisor, helping partners understand NimbleRx workflows... ...and identify actions.Qualifications4+ years of experience in account management,...Base plus commission
Nimble Rx
Redwood City, CA19 hours ago $171k - $256.5k
...California team as part of our Retail and Consumer Goods practice, partnering closely with clients to shape strategy, drive transformation, and deliver... ...expertise to client engagements What You’ll Bring * 8+ years of experience leading and growing client accounts within a...Contract workTemporary workLocal areaSlalom
San Francisco, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Year-Round Tax Advisor: Trusted Client Partner. Be the first to apply!
