Tax Advisor: Client Growth & Planning
H&R Block
A leading tax preparation company in Queen Creek is seeking a Tax Advisor to provide tax preparation, planning, and IRS support services year-round. In this role, you’ll build lasting relationships with clients, assist them with complex tax needs, and ensure successful completion of their tax preparations. The ideal candidate will have a bachelor's degree in accounting, CPA or Enrolled Agent certification, and at least 5 years of tax experience. This role offers growth opportunities and a supportive environment. #J-18808-Ljbffr
- ...businesses and money, you’ll build client relationships that will grow... ...every year. Joining Block Advisors as a Tax Advisor means you’ll serve... ..., tax audit support and tax planning year-round Create... ..., email) Generate business growth, increase client retention,...SuggestedImmediate start
- ...and inspire confidence in our clients, associates, and communities... ...experience, and sustainable growth. We are curious, creative,... ...year over year. Joining Block Advisors as a Tax Advisor means you’ll serve... ..., tax audit support and tax planning year-round Create confidence...SuggestedImmediate start
- ...providing strategic insights to drive company growth. Key Responsibilities Financial Reporting... ...development and high performance. Tax & Compliance: Ensure compliance across multiple... ...is required. Experience with financial planning and analysis in excel is a plus. State...SuggestedFull timeWork at officeLocal areaFlexible hours1 day per week
- ...Job Description As a Tax Manager at this firm, you will play... ...overseeing and managing our clients' tax matters. You will be responsible... .... Provide strategic tax planning and consulting to clients.... ...Opportunities for career growth within our rapidly expanding firm...SuggestedLocal area
- ...their numbers, reduce taxes strategically, improve... ...turned award-winning tax advisor, BASC Expertise blends... ...challenged, work directly with clients, and have a voice in... ...-up Assist in tax planning implementation and... ...client interaction Growth opportunities within the...Suggested
$1,000 per month
...building an integrated financial planning practice from the ground up.... ...to build your business and client base Develop and execute on a... ...personal and professional growth in this program. With interest... ...Financial Representative or Advisor role upon graduation. Qualifications...Full timeInternshipLocal areaFlexible hours$60k - $80k
...the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail,... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their...For contractorsFlexible hours$17 - $20 per hour
...and a team player. We are seeking a detail-oriented and organized Accounts Receivable (AR) Specialist to oversee and manage our client's accounts receivable processes. This role is critical to ensuring the timely collection of payments, maintaining accurate...Full timeWork at officeLocal areaRemote workWork from homeFlexible hours$1,000 per month
...an integrated financial planning practice from the... ...build your business and client base Develop and execute... ...personal and professional growth in this program. With... ...Representative or Advisor role upon graduation.... ...contractors1 for income tax purposes, and a "statutory...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals through financial planning. On your path to... ...including investments for growth, insurance for protection... ...contractors3 for income tax purposes, and a statutory...Full timeContract workFor contractorsWork at office$87.4k - $123.4k
...and deliver comprehensive financial plans for Empower Retail clients that are in Brokerage or Premier accounts... ...clients and onboard referrals from Advisors * Coordinate & Schedule a multi-... ...including investments, insurance strategies, tax planning, education planning,...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...firm committed to providing high-quality tax and accounting services to individuals and... ..., responsiveness, and building long-term client relationships. Position Overview We... ...opportunities and provide basic tax planning guidance Maintain accurate client records...
- .... In this position, you will engage with clients to understand their financial objectives... ...including investment opportunities, retirement planning, and wealth management strategies. As... ...and mental health resources ~ Career growth opportunities and ongoing training...
$120k - $180k
...Description Job Description Senior Tax Manager - HYBRID in Scottsdale... ..., drive high-level tax planning initiatives, and mentor a... ...internal leadership or external clients on technical tax matters. Risk... ...bonus structure. Growth Trajectory: Clear path to Director...Ongoing contractLocal areaFlexible hours$70k
...overseeing, and analyzing all necessary financial information and taxes and other filings related to Rite of Passage, Inc, or Rite of... ..., safe, and supportive environment for the youth we serve while building a career rich in growth opportunities and self-fulfillment....Work at officeMonday to Friday$45k - $100k
...light mechanical repairs, paint repairs, etc. Customer service skills with the ability to communicate technical information clearly to clients. Auto body knowledge gained through experience or auto body repair roles enhances effectiveness in this position. This role offers...Part time- ...is ideal for someone who enjoys working across both Financial Planning & Analysis (FP&A) and Accounting while partnering with leaders... ...to learn, improve processes, and grow within a fast-paced, high-growth company. FLSA Status Exempt Physical Demands Prolonged periods...Work at office
$100k - $120k
...new ideas are encouraged, candid feedback is welcomed, and your growth truly matters as much as the company's. At Kinective, we are... ...and performance analysis. You will own critical elements of planning, forecasting, and performance reporting, helping leaders understand...Temporary workImmediate startFlexible hours- ...growing a new career at Jackson Hewitt and apply today! If you join our team as an Entry‑Level Seasonal Tax Preparer , you'll conduct one‑on‑one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also...Second jobSeasonal workFlexible hours
- ...Options - Work that works for you! Corporate discount program Tax preparation training Continuing tax education Plus, you'll work... ...to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment...Flexible hours
$1,000 per month
...connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial... ...: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential...Full timeInternshipLocal area$55k - $75k
...PM Compensation: $55,000 - $75,000 Per Year What We Offer: Simple Plan Contribution (after 2 years) Salary & Commission/Bonus Health Benefits Valuable Work Experience Growth Potential & Advancement Opportunities Agent Aspirant Program for aspiring...For contractorsWork experience placementWork at office- ...967 Location Gilbert, AZ Job Profile As a Financial Advisor within PNC Wealth Management, you will be based in a bank... ...an assigned book of business, executing an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals....Full timeTemporary workWork experience placementWork at office
$70k - $100k
...eventually take over the firm. Firm currently is operating at a ratio of 60% Tax, 30% write up's, & 10% Audit work. Tax Associate Responsibilities: Organizing and analyzing clients’ financial information Taking advantage of opportunities to minimize...Local area- PNC in Gilbert, AZ is seeking a Financial Advisor to manage a book of business and help clients meet their financial goals. You will work in a highly collaborative... ...on the client experience while developing financial plans and investment strategies. The ideal candidate will...
$27 - $33 per hour
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers,... ...disability and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending on salary...Temporary workLocal area- ...about creating memorable experiences for our clients and employees, making them feel welcomed,... ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement,... ...U.S. in credit card sales and deposit growth and have the most-used digital solutions...Part time
$27 - $33 per hour
...discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers,... ...disability and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending on salary...Temporary workLocal area- ...Great company culture and room for growth. The Fire Sprinkler Installation Estimator... ...surveys and assessments Meeting with clients to discuss their fire safety needs and provide... ...estimates. Read and comprehend plans and specifications Collaborating with...Work experience placementFor subcontractorWork at officeFlexible hoursAfternoon shiftEarly shift
$57.4k - $99k
...Auditor develops and implements strategic needs analyses and training plans for coding leadership; coordinates and evaluates curriculum... ...and providers that are contracted/employed and outlined in the client SOW. Provides guidance and leadership to coding and billing management...Temporary workWork at officeImmediate startRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Advisor: Client Growth & Planning. Be the first to apply!


