Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.


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.


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 conducing 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
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
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.


Sponsored Job

#45332
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Block Advisor Tax Advisor in West Palm Beach, FL vacancy
  • A leading tax advisory firm is seeking a Tax Advisor in West Palm Beach, Florida. This role involves building client relationships and providing year-round...  ...Agent certifications are preferred, along with strong communication and sales skills. #J-18808-Ljbffr H&R Block
    Suggested

    H&R Block

    West Palm Beach, FL
    16 hours ago
  •  ...Associate Financial Advisor Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the... 
    Suggested
    Work experience placement
    Work at office
    Work from home

    LPL Financial

    Palm Beach Gardens, FL
    3 days ago
  •  ...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... 
    Suggested
    Full time
    Work at office
    Local area

    Focus Partners Wealth

    Lake Worth, FL
    1 day ago
  • Goldman Sachs, Inc. in West Palm Beach is looking for motivated Private Wealth Advisors to enhance their successful team. This role requires establishing and nurturing client relationships, providing tailored wealth management advice, and leveraging Goldman Sachs' resources... 
    Suggested

    Goldman Sachs, Inc.

    West Palm Beach, FL
    16 hours ago
  • Overview Associate Financial Advisor at Guided Financial Advisors Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding... 
    Suggested
    Full time
    Work visa

    Guided Financial Advisors

    West Palm Beach, FL
    4 days ago
  • Goldman Sachs is seeking a motivated Private Wealth Advisor to join their successful advisory team focusing on the Mexico market. This role involves leveraging unique backgrounds to build and manage client relationships, delivering comprehensive wealth management advice... 

    Goldman Sachs

    West Palm Beach, FL
    16 hours ago
  •  ...customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment...  ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking... 

    The Goldman Sachs Group, Inc.

    West Palm Beach, FL
    3 days ago
  •  ...your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At...  ...development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences,... 
    Full time
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    West Palm Beach, FL
    3 days ago
  •  ...customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment...  ...offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking... 

    The Goldman Sachs Group

    West Palm Beach, FL
    7 hours ago
  •  ...Job Description Job Description Investment Advisor (Wealth Management) Location: Central Palm Beach County, FL (Flexible branch rotation / Hybrid) Compensation: Commission-Based with Salary Base Position Overview Are you a licensed financial professional... 
    Local area
    Flexible hours

    PrideStaff

    West Palm Beach, FL
    2 days ago
  • $120.56k

     ...achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning... 
    Full time
    Contract work
    For contractors
    Immediate start

    New York Life Insurance

    Palm Beach Gardens, FL
    16 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Work at office
    Flexible hours

    Bankers Life

    West Palm Beach, FL
    4 days ago
  •  ...Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual...  ...and/or experience. Comprehensive knowledge of investments, tax and estate planning and/or banking services. Proven track... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    West Palm Beach, FL
    3 days ago
  •  ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives... 
    Local area

    Thrivent Financial

    West Palm Beach, FL
    16 hours ago
  • $65k - $80.2k

     ...U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio... 
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    U.S. Bank

    Palm Beach, FL
    1 day ago
  • $60k

     ...The Investment Advisor Role has a high earning potential Built in member leads and referrals Guaranteed $60,000 base salary for up to 9 months, then will transition to $49,440 base salary plus uncapped commission Year one earning potential of $100,000 to $150,... 
    Base plus commission
    Full time

    Dort Financial Credit Union

    North Palm Beach, FL
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Palm Beach Gardens, FL
    1 day ago
  •  ...Job Description As a Senior Wealth Advisor on the Mariner Ultra team, you will lead relationships with ultra-high-net-worth families...  ...conversations that go beyond portfolios-estate structures, tax strategy, and family dynamics are core to the work Navigate complex... 
    Work at office

    Mariner

    Palm Beach Gardens, FL
    4 days ago
  •  ...Overview About the Role The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial... 

    City National Bank

    Riviera Beach, FL
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Palm Beach Gardens, FL
    3 days ago
  •  ...investment solutions to help clients work toward their long-term financial goals. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Develop and maintain a profitable level of securities and insurance... 
    Work at office

    SunTrust Investment Services, Inc.

    Palm Beach Gardens, FL
    3 days ago
  • $50k

     ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...  ...advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    West Palm Beach, FL
    2 days ago
  •  ...with a company that’s building a better future.  Job Summary   ABOUT THE JOB We’re looking for a responsible and skilled  Block Plant Supervisor to join our team. In this role you will oversee the daily operations of our block plant, ensuring the highest standards... 
    Local area

    CEMEX USA

    Riviera Beach, FL
    6 days ago
  •  ...Financial Advisor – Guardians Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Guardians Credit Union in West Palm Beach, FL would allow you to... 
    Local area

    LPL Financial

    West Palm Beach, FL
    3 days ago
  •  ...Financial Advisor - Guardians Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Guardians... 
    Local area

    LPL Financial Holdings, Inc.

    West Palm Beach, FL
    2 days ago
  • $46.58k

     ...Requisition No: 877201 Agency: Department of Revenue Working Title: TAX SPECIALIST I - 73001568 Pay Plan: Career Service Position Number: 73001568 Salary: $46,583.04 plus $1,268.76 Competitive Area Differential (CAD) / annually Posting... 
    Night shift

    State of Florida

    West Palm Beach, FL
    3 days ago
  • JPMorganChase is seeking a Private Client Advisor in West Palm Beach, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, ranging from new savers to wealthier clients. Your responsibilities will include delivering... 

    JPMorganChase

    West Palm Beach, FL
    4 days ago
  • $61k - $250k

    Northwestern Mutual is looking for a Financial Advisor in West Palm Beach, Florida. This role offers a unique opportunity to start your business and help clients achieve their financial goals through personalized planning. You will receive extensive training and development... 

    UNAVAILABLE

    West Palm Beach, FL
    4 days ago
  •  ...financial planning support for upcoming opportunities within our advisor network. These roles are ideal for individuals who thrive in...  ...information within planning software Organize client documents including tax returns, statements, and planning materials Prepare data and... 

    The Mom Project

    West Palm Beach, FL
    4 days ago
  • A boutique investment advisory firm in North Palm Beach seeks a Financial Advisor to serve ultra-high-net-worth clients. The ideal candidate will bring at least $25 million in transferable client assets, delivering comprehensive financial services including investment management... 
    Full time

    Selby Jennings

    North Palm Beach, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Block Advisor Tax Advisor. Be the first to apply!