Block Advisors - 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. A 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 redefined 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 can 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, 401k 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 are how we work together as we continue to 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 that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. 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 H&R Block
- A leading tax services firm is seeking a Tax Advisor in Cincinnati, Ohio, to build and manage year-round client relationships. The successful candidate will... ...employee well-being. Join us to make a meaningful impact in clients' financial lives. #J-18808-Ljbffr H&R BlockSuggested
- A premier tax advisory firm in Cincinnati seeks a Tax Advisor to build year-round client relationships and provide tax preparation support. You will conduct tax... .... Join us for a rewarding career in a company dedicated to people and community. #J-18808-Ljbffr H&R BlockSuggested
- A leading tax preparation firm is seeking a Tax Advisor to build strong client relationships and provide year-round tax preparation and planning services.... ...lives. This position is based in Cincinnati, Ohio and offers various employee benefits. #J-18808-Ljbffr H&R BlockSuggested
- A tax services company based in Cincinnati is seeking a Tax Advisor to build client relationships and provide comprehensive tax preparation and planning support. The... ...should be prepared to meet all IRS and applicable state requirements. #J-18808-Ljbffr H&R BlockSuggested
- A leading tax services firm is seeking a Tax Advisor in Cincinnati, Ohio. This role involves building year-round client relationships and providing comprehensive... ...for professional growth and development, along with a commitment to employee well-being. #J-18808-Ljbffr H&R BlockSuggested
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...Senior Analyst in their Financial Services EY EDGE Wealth and Asset Management practice in Cincinnati, Ohio. The role involves delivering tax compliance and consulting work, managing client relationships, and providing leadership to team members. Candidates should have a...Flexible hours- Current is seeking a Senior Tax Associate in Cincinnati, OH, to lead the preparation of complex tax returns while supervising junior team members. This role involves ensuring compliance, accuracy, and timely delivery of tax services. The ideal candidate will have a Bachelor...
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- ...Bank. GENERAL FUNCTION: The primary role of the Private Bank Tax Services Accountant is fiduciary tax compliance. The individual... ...tax support to trust officers and assistants in the Investment Advisors division to meet the information needs required to provide and...InternshipWork at officeLocal area
- ...Waverly Advisors, LLC in Cincinnati, Ohio is seeking a Tax Accountant to support high-quality tax planning and return preparation for high-net-worth clients. The role requires a Bachelor's degree in Accounting or Finance and 0–3 years of relevant experience. Responsibilities...Flexible hours
- ...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
- ...recognized experts in a recognized best place to work. About Tax Services Dean Dorton's tax team provides comprehensive solutions... ...with complex financial situations. They serve as a trusted advisor to clients, often coordinating across multiple entities (partnerships...Work at officeLocal areaNight shift
- ...Kentucky Community and Technical College System is seeking a Financial Aid Advisor II to assist with student counseling on educational funding. The position offers a discretionary hybrid work model following probation. Ideal candidates will hold a Bachelor's degree and...Trial period
$137k - $180k
...settlement annuities, life insurance, and other insurance solutions. The position serves as a key insurance statutory accounting advisor and subject‑matter expert, providing leadership on Statutory Accounting Principles (SAP) issued by the National Association of Insurance...Contract workWork at officeRemote workRelocation package- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
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- ...WealthBridge Financial Group is seeking a results-oriented Estate & Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...
$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never find a career that allows them to make a meaningful impact, build professional independence, create...Immediate startRemote work- ...A major financial institution seeks a Senior Financial Advisor to partner with branch staff, ensuring clients receive tailored financial solutions to meet their goals. Responsibilities include meeting personal production goals, coaching staff on client profiling, and delivering...Work at officeRemote work
$41.73k
...Title: Financial Aid Advisor II Salary: $41,730 Contract Term Length: 12 Months Standard Hours: 37.5 Work Location: Discretionary Hybrid FLSA Status: Non-Exempt College: Gateway Community & Technical College Campus Location: Gateway Edgewood Campus Department: Financial...Contract workWork at officeRemote workAfternoon shift- ...Equitable Advisors in Wyoming, Ohio, seeks a passionate individual to foster client relationships and develop financial strategies. As a wealth manager, you'll engage effectively with clients to help them achieve their financial goals. Ideal candidates will possess a...
- ...A financial services firm is seeking a Wealth Advisor to manage and develop client relationships. The role involves selecting investment strategies tailored to client goals and delivering annual investment reviews. Candidates should have at least five years of experience...
- ...Fifth Third Bank, N.A. is seeking a Wealth Management Advisor II in Cincinnati, Ohio, focusing on providing excellent service to Private Bank clients. The role involves developing client relationships while ensuring top-tier service standards are met. Ideal candidates...
- ...Thrivent Financial in Cincinnati, OH is looking for a Financial Advisor to provide meaningful and impactful financial advice to clients. The adviser will have the flexibility to control their schedule, foster long-term relationships, and enjoy unlimited earning potential...
$50k
...simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building... ...advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending...Work at officeWork from homeHome officeFlexible hours
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