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

Block Advisors Tax Advisor

H&R Block

Block Advisor Tax AdvisorAs a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returnsConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendationsBuild trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and servicesProvide IRS support, tax notice assistance, and audit guidance to clients as neededCollaborate with team members, share knowledge, and contribute to a positive, client-focused office environmentRequired QualificationsSuccessful completion of the H&R Block Tax Knowledge Assessment¹5+ years of experience in tax preparation, accounting, finance, or bookkeepingExperience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolutionExperience working in a client-facing, consultative, or advisory roleStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly languageMust complete continuing education and meet all other IRS and applicable state requirementsHigh school diploma / GED / equivalentPreferred QualificationsBachelor's degree in accounting, finance, or a related fieldCPA or Enrolled Agent (EA), or other IRS Circular 230 credentialsFamiliarity with GoSystem or Ultratax softwareFamiliarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)Why work for usAt H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.¹ - 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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Block Advisors Tax Advisor in Ocala, FL vacancy
  • $27 - $41 per hour

     ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to...  ...a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes... 
    Suggested
    Work at office
    Local area
    Monday to Friday

    Intuit

    Ocala, FL
    4 hours ago
  •  ...About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block

    Ocala, FL
    22 hours ago
  • $80k - $115k

     ...can take on meaningful client work and continue advancing your tax career. Gain exposure to complex tax returns, tax research, projections...  ...opportunity to grow beyond tax preparation and become a trusted advisor to clients while developing leadership and review experience. We... 
    Suggested
    Full time
    Work at office
    Remote work
    Flexible hours

    Orion Placement

    Ocala, FL
    1 day ago
  • Calling all Experienced Tax Preparers ! Join our team for an exciting opportunity that offers flexible schedules . Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while... 
    Suggested
    Flexible hours

    Jackson Hewitt - 3571

    Ocala, FL
    2 days ago
  • About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block, Inc.

    Belleview, FL
    1 day ago
  •  ...Jackson Hewitt - 3571 in Ocala, FL is seeking Experienced Tax Preparers to join a team with flexible schedules. You will apply tax expertise and client service skills in a dynamic, fast-paced setting to help clients complete individual, trust, and partnership returns.... 
    Flexible hours

    Jackson Hewitt

    Ocala, FL
    2 days ago
  •  ...possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today! If you join our team as a 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... 
    Hourly pay
    Second job
    Seasonal work
    Flexible hours

    Jackson Hewitt - 3571

    Ocala, FL
    22 hours ago
  • $16 - $20 per hour

     ...possibilities by adding this side gig or growing a new career at Jackson Hewitt and 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... 
    Hourly pay
    Second job
    Seasonal work
    Local area
    Flexible hours

    Jackson Hewitt Tax Service Inc.

    Ocala, FL
    1 day ago
  •  ...you the potential to earn higher compensation by adding this side gig - or growing a new career - at Jackson Hewitt. As a Seasonal Tax Preparer in Walmart, you will: Work within one of our Walmart kiosk locations Assist clients via one-on-one tax interviews and answer... 
    Hourly pay
    Second job
    Seasonal work
    Flexible hours

    Jackson Hewitt - 3571

    Ocala, FL
    1 day ago
  • $80k - $115k

     ...can take on meaningful client work and continue advancing your tax career. \n Gain exposure to complex tax returns, tax research...  ...opportunity to grow beyond tax preparation and become a trusted advisor to clients while developing leadership and review experience. We... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Orion Placement

    Ocala, FL
    9 days ago
  •  ...from within. What You'll Do Lead and manage complex audit engagements from planning through delivery Serve as a strategic advisor and relationship manager for key clients, including municipalities, nonprofits, and private entities Oversee audit planning, risk... 
    Work at office

    Purvis, Gray and Company, LLP

    Ocala, FL
    23 days ago
  • Purvis Gray is currently seeking a Tax Staff professional to join our Business Tax Services team. This is an excellent opportunity for early-career professionals to build a strong foundation in tax compliance and advisory services. You’ll work on a variety of client engagements... 
    Internship
    Work at office

    Purvis, Gray and Company, LLP

    Ocala, FL
    3 days ago
  • We are seeking an experienced Construction Accountant with at least 3 years of accounting experience, preferably within the home-building, construction, general contracting, or related industry. This position will be responsible for project-level accounting, job costing...
    Full time
    For subcontractor

    Robert Half

    Ocala, FL
    22 hours ago
  • $85k

    PEMB Estimator Position Summary We are seeking an experienced pre-engineered metal building (PEMB) estimator with strong proficiency in Metal Building Software (MBS) and client-facing skills. In this role, you will manage estimates from the initial client conversation...
    Full time
    Contract work
    For contractors
    Work at office
    Remote work
    Relocation

    MLB & Associates

    Ocala, FL
    1 day ago
  • $50k

    Job Description Job Description The Senior Estimator position is the third level in our Estimating track. This position will be responsible for creating and managing estimates and job in the residential, commercial, and industrial lines of business. This position will...
    For contractors
    Local area
    Immediate start

    BELFOR Property Restoration

    Ocala, FL
    3 days ago
  • Financial Analyst - Manufacturing CostThe Financial Analyst – Manufacturing will support cost accounting, financial reporting and analysis, month-end accounting close, and audit. This role acts as a finance business partner to Operations and Supply Chain providing actionable...
    Temporary work
    Work at office
    Local area

    IDEX

    Ocala, FL
    1 day ago
  •  ...Compliance: Maintain and enhance internal controls across accounting and cash management processes. Ensure full compliance with GAAP, sales tax regulations, management directives, and regulatory guidelines.Audit Preparation: Assist with external audit requests, regulatory... 
    Full time
    For contractors
    For subcontractor
    Local area
    Immediate start

    On Top of the World

    Ocala, FL
    23 hours ago
  • Account Development AssociateIt's inspiring to work with a company where people truly BELIEVE in what they're doing!When you become part of the Chapters Health Team, you'll realize it's more than a job. It's a mission. We're committed to providing outstanding patient care...
    Local area
    Weekend work
    Afternoon shift

    Chapters Health System

    Ocala, FL
    2 days ago
  •  ...Tax Manager Ocala, Florida Jones Networking is recruiting for a Tax Manager to join a growing and inspiring Accounting Firm in Ocala, FL. The ideal candidate will be an experienced tax professional with strong leadership abilities, excellent client communication... 
    Flexible hours

    Jones Networking

    Ocala, FL
    3 days ago
  • $70k - $85k

    State Farm Independent Contractor AgentAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State...
    For contractors
    Work at office

    Scott Cameron - State Farm Agent

    Ocala, FL
    22 hours ago
  • Benefits ~ Bonus based on performance ~ Competitive salary ~ Salary plus commission/bonus ~ Flexible schedule ~ Health benefits ~401(k) ~ Growth potential/Opportunity for advancement within my agency ~ Opportunity for advancement Position Overview ...
    For contractors
    Flexible hours

    Ocalaautoinsurance

    Ocala, FL
    22 hours ago
  • $50k - $70k

     ...Tax Preparation Support ManagerOur Jackson Hewitt franchise is looking for a driven and detail-oriented Tax Preparation Support Manager to join our team in central Florida! In this leadership role, you'll play a key part in guiding tax professionals and ensuring clients... 
    Seasonal work
    Work at office
    Work from home
    Flexible hours

    Jackson Hewitt

    Ocala, FL
    4 days ago
  •  ...Career Opportunity at Equitable Advisors Are you ready to take the next step in your wealth management career? Join Equitable Advisors in a dynamic, relationship-driven role that empowers you to guide individuals and families toward impactful financial decisions. At... 
    Full time
    Work experience placement
    Local area
    Remote work

    Equitable Advisors

    Ocala, FL
    3 days ago
  • Gettel is seeking an Assistant Service Manager to lead customer interactions at Porsche of Ocala, focusing on delivering exceptional service and efficient work flow. The role emphasizes adherence to established reception and delivery processes, daily preparation of reports...

    Gettel Automotive Group

    Ocala, FL
    22 hours ago
  • $70k - $85k

    State Farm Independent Contractor Agent Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only...
    For contractors
    Work at office

    Scott Cameron - State Farm Agent

    Ocala, FL
    22 hours ago
  •  ...Description Progressive. Innovative. Fun. Experience life at Crippen! We are currently looking for a high-energy, ethical, and motivated Tax Manager to contribute to our growing and inspired team. Responsibilities for Tax Manager: Has mastered all criteria of Tax... 
    Flexible hours

    Crippen & Co

    Ocala, FL
    more than 2 months ago
  • Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...
    Part time

    JPMorgan Chase

    Ocala, FL
    2 days ago
  •  ...Job Description Job Description Fast paced and growing tax and accounting company is looking to add tax professionals. Use your experience and expertise to work in a fun, family friendly environment. Seeking individual with prior experience preparing individual... 
    Local area

    Snappy Tax LLC

    Ocala, FL
    4 days ago
  • SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION in Ocala, Florida, is looking for an Associate Financial Consultant. You will take ownership in servicing client relationships and support financial consultants to maximize sales while minimizing their administrative tasks. ...
    Remote work
    Home office

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Ocala, FL
    4 days ago
  • A financial services company is seeking an Associate Financial Consultant in Ocala, Florida, to enhance client relations and support financial consultants. Responsibilities include assisting in maximizing sales, managing appointments, and providing necessary administrative...
    Work at office

    SouthState Bank, N.A.

    Ocala, FL
    2 days ago

Do you want to receive more vacancies?

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