Block Advisor Tax Advisor
H&R Block
Role Overview As a Tax Advisor at Block Advisors, you’ll inspire people to make confident, informed decisions about their lives, careers, businesses, and money. You’ll build and nurture client relationships year‑round, provide tax preparation, audit support, tax planning services, and help clients achieve their financial goals. Responsibilities Build year‑round client relationships Provide tax preparation, audit support, and tax planning year‑round Conduct tax interviews face‑to‑face and via virtual tools (video, 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 Qualifications & Preferred Experience 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 Benefits 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 Medical Coverage, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan (subject to eligibility) EEO Statement 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. #J-18808-Ljbffr 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... ...relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and...Suggested
- A leading tax preparation company in North Carolina is seeking a Tax Advisor. The role involves inspiring clients to make informed financial decisions, providing year... ...position offers various benefits including medical coverage and a 401(k) plan. #J-18808-Ljbffr H&R BlockSuggested
- A leading tax services company in Cary, NC is seeking a Tax Advisor to provide exceptional year-round tax preparation and planning services. The ideal candidate... ...opportunities for personal and professional growth, and strong emphasis on team collaboration. #J-18808-Ljbffr H&R BlockSuggested
$80.9k - $103.95k
...home candidates in the Central, Midwest & Eastern US Regions who are able to travel to the Dublin, Ohio office quarterly. The Global Tax Planning Senior Analyst is a key professional role within the Finance organization, specifically within the Tax Planning &...SuggestedTemporary workWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours$75k - $79k
...are important to you too, you belong with us! This role is structured as an apprenticeship designed to make you the best financial advisor possible. You'll take notes, participate in client meetings, and learn what it is to be an Abacus Financial Planner. If you're eager...SuggestedApprenticeshipRemote workFlexible 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
- As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax and accounting issues, research tax solutions, prepare client deliverables...
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- ...a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...our team. KPMG is currently seeking an Associate, HR Business Advisor to join our Talent & Culture team. Responsibilities:...H1bWork at officeLocal area
- A technology firm specializing in AI is looking for a Wealth Advisor to join their remote team. This role offers the flexibility to set your own schedule and choose projects, making it suitable for part-time or full-time engagement. Candidates should have advanced financial...Hourly payFull timePart timeRemote work
- A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will lead engagements in areas such as retirement and tax planning, while building deep client connections. Ideal candidates will...Full timeRemote work
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- ...choice for high-performing, growth-oriented financial professionals. Role Description This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing and implementing financial plans, providing retirement planning and...Full timeContract workLocal areaRemote work
- ...and key issues in a timely mannerKnows client’s business goals, strategy and what motivates the client; serves as a valued business advisor for appropriate client managementPEOPLE MANAGEMENT/RELATIONSHIPSParticipates in Firm activities (facilitating CPE, recruiting,...Local area
$89.17k - $142.68k
Job Description We’re hiring a Senior Strategic Advisor, ASO Pharmacy Financials to join the ASO Pharmacy Business and Market Development Team. You will act as a senior member of the strategic function by contributing to the achievement of retaining ASO target margins through...Contract workWork at officeLocal areaRemote workFlexible hours2 days per week- Thrivent Financial is seeking dedicated financial advisors in Raleigh, NC to empower clients through purpose-based financial advice. Advisors will guide Christians towards financial clarity, build meaningful relationships, and have the flexibility to manage their schedules...
- ...review the following job description: Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.... ...life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates...Full timePart timeWork at officeLocal areaShift workDay shift
$107.9k - $172.64k
Job Description Blue Cross NC is hiring a Principal Financial Advisor to provide senior leaders with financial analysis, strategic guidance, and actionable insights. The role leads cross‑functional collaboration, supports company strategy and financial goals, and partners...- PNC is seeking a Financial Advisor in Raleigh, NC to provide investment strategies and enhance client relationships. You will consult on insurance, manage an investment book, and coach internal teams. The ideal candidate has a bachelor's degree and FINRA Series 7 and 66...
- ...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
- ...Graham St. Charlotte, North Carolina 28202. Join our team Make a difference - for us and for your future. Position Title Wealth Advisor Business Unit WM - FNTC Reports to Market Executive - Wealth Management Position Overview This position is primarily responsible...Work at officeLocal area
- A leading financial services provider is seeking a Wealth Advisor in North Carolina to serve high net worth clients. The ideal candidate will have a Bachelor's degree and over 8 years of experience. Responsibilities include developing client relationships, meeting retention...
- ...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...
$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- First Command in Raleigh, North Carolina, is looking for individuals to become Financial Advisors, focusing on financial planning for military families. This role includes comprehensive training and licensing support as you transition into a rewarding advisory position...Flexible hours
- WealthBridge Financial Group is seeking a results‑oriented Experienced Financial 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...
- ...professional training. Candidates should have a relevant Bachelor's degree, strong communication skills, and must be authorized to work in the U.S. Flexible schedules and comprehensive benefits are provided to support work-life balance. #J-18808-Ljbffr Equitable AdvisorsTraineeshipFlexible hours
- Financial Advisor - Raleigh, NC page is loaded## Financial Advisor - Raleigh, NClocations: Raleigh, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00745## Primary Office Location:7100 Creedmoor Road. Raleigh, North Carolina. 27613.## **Join our team...Work at office
$48k - $100k
A major financial institution is seeking a Financial Advisor to deliver comprehensive wealth management strategies and build strong client relationships. Ideal candidates will have over 5 years of experience and possess required FINRA registrations. This role offers a salary...- ...licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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