Block Advisor Tax Advisor
$11 - $80 per hourH&R Block
Overview 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. What you''ll do 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. Responsibilities 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 Qualifications CPA or Enrolled Agent certification (preferred) 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. Pay Range The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $11.00 - $80.00/Hr. Sponsored Job #6549 Note: This format maintains the content while improving structure and readability. It preserves the original language and required EEO information while removing unnecessary boilerplate and ensuring accessibility across devices. #J-18808-Ljbffr H&R Block
$11 - $80 per hour
...Overview Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and... ...play, our door is always open. What you''ll do Joining Block Advisors as a Tax Advisor means you''ll serve clients with diverse tax and business...SuggestedMinimum wageTemporary workLocal area- A leading tax preparation company seeks a Tax Advisor in San Anselmo, California. In this role, you'll provide year-round tax preparation and planning for... ...and growth in a supportive environment that prioritizes well-being and career development. #J-18808-Ljbffr H&R BlockSuggested
$70k - $80k
Bank of America in Corte Madera is looking for a dedicated financial advisor to help clients achieve their financial goals. This role includes providing comprehensive advice tailored to client needs and asset thresholds, building financial plans, and recommending appropriate...Suggested- ...Support financial disclosure requests from the Regulatory team. Assist with escheat audit fulfillment and coordinate with the tax team when requests arise. Review findings with the Senior AP Manager upon completion. Invoice Processing Enter various...SuggestedWork at office
- ...Audits Support per Regulatory team requests; review findings with Sr. AP Manager upon completion Escheats audit fulfillment; align with tax team if/when request is received Invoice Entries Refunds, credit/debit notes, disbursement requests, tax payments, etc. as instructed...SuggestedWork at office
$30 - $34 per hour
...Support per Regulatory team requests; review findings with Sr. AP Manager upon completion. Escheats audit fulfillment; align with tax team if/when request is received. Refunds, credit/debit notes, disbursement requests, tax payments, etc. as instructed by AP Sr. Associate...Hourly payWork at officeLocal area$150k - $180k
...Overview Tax Senior Manager USA: San Rafael, CA | Hybrid The Opportunity MGO is seeking an experienced Tax Senior Manager with a strong... ...to join our growing tax practice. This role serves as a trusted advisor to clients and a leader to engagement teams, managing complex...Flexible hours- ...and deadlines. Review and validate employee hours, commissions, bonuses, and pay adjustments. Ensure accurate calculation of wages, taxes, benefits, deductions, garnishments, and payroll adjustments. Maintain employee payroll records and system data within Paycom. Audit...Local area
- Amrize is seeking a Controller in Larkspur, California to manage financial operations and provide strategic insights. The role demands at least 5 years of experience in financial management along with a University Degree in a related field and CPA certification. Key responsibilities...Flexible hours
- ...Audits Support per Regulatory team requests; review findings with Sr. AP Manager upon completion Escheats audit fulfillment; align with tax team if/when request is received Invoice Entries Refunds, credit/debit notes, disbursement requests, tax payments, etc. as instructed...Contract workTemporary workWork at office
$25 - $30 per hour
Accounting Specialist indiGO Auto Group is a globally recognized and award-winning company with an unparalleled dedication to outstanding customer care and operational excellence. indiGO Auto Group is an industry thought leader representing 27 timelessly modern franchised...Hourly payFull timeLocal areaFlexible hours$50 - $60 per hour
...on your skills and experience — talk with your recruiter to learn more. Base pay range $50.00/hr - $60.00/hr Position: Senior Tax Analyst, Req#: 36066363 Location: San Rafael, CA, (Hybrid: This requires the worker to come in the office 1 day a week)....Contract workWork at office1 day per week- Bank of America in Mill Valley is hiring a Financial Solutions Advisor Stage I. This role involves obtaining essential securities licenses and receiving training to manage client relationships effectively. The successful candidate will advance to Financial Solutions Advisor...
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - The role focuses on building and managing client relationships while guiding clients through a comprehensive financial planning process. The position includes earning the Securities Industry Essentials (SIE) exam...Hourly payImmediate startMonday to FridayDay shift$28.85 - $33.65 per hour
Position Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you...Hourly payWork at officeMonday to FridayShift workDay shift- Bank of America in El Cerrito, California is seeking a Financial Solutions Advisor Stage I (FSA I) to build and manage client relationships while guiding clients through comprehensive financial planning. The role involves obtaining necessary industry licenses and advising...Hourly pay
$70k - $80k
Job Overview This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position includes responsibilities such as triaging client leads, making referrals to business partners based on ...Temporary workMonday to FridayShift workDay shift$66.56k - $80k
...of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as one of America’s Best Banks in 2024, Mechanics Banks...Work at officeLocal area$98k - $106k
...& Reconciliation Prepare monthly budget reports and process budget adjustments within the accounting system. Reconcile quarterly Use Tax filings. Participate in month-end and year-end closing activities, including account reconciliations and financial reporting support....Full timeFor contractorsWork at officeRemote work- ...America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Work at officeImmediate startMonday to FridayShift workDay shift
$100k - $180k
...Overview Tax Manager needed in San Rafael, CA . Is your background a fit? Apply if you meet this criteria. Job Details ~ BS/MS in Accounting or similar plus ~3+ Years of Public Accounting Experience ~ Experience developing and maintaining good relationships...Local areaFlexible hours- ...Job Description Job Description Position Summary We are seeking an experienced and detail-oriented tax professional with 8+ years of public accounting experience to join our growing team. The ideal candidate will have a strong background in tax preparation, tax...Remote workFlexible hours
- ...Tax Manager Our client, a boutique professional services firm, is seeking a Tax Manager to take on a highly visible role supporting a diverse portfolio of clients. There is a path to become a Partner at the firm. Location: San Rafael, CA. This position is hybrid onsite...Work at officeLocal area
$43.1k - $58.3k
Bilingual in English and Spanish Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively...Part timeLocal areaDay shift- Hoxton Circle is partnering with a well-established, privately held organization in Marin County on a long‑term contract Staff Accountant opportunity. This is a great fit for someone who enjoys hands‑on accounting work and thrives in a multi‑entity, project‑based environment...Long term contract
$150k - $175k
...USA, San Rafael, CA | Hybrid Tax Senior Manager Overview MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including...Contract workWork at officeLocal areaRemote workFlexible hoursNight shift$175k
...Job Description Job Description Tax Manager / Senior Tax Manager (Hybrid) Marin County, California | Hybrid Schedule - Up to... ...corporations, trusts, and closely held businesses Serve as a trusted advisor to a diverse and sophisticated client base across California,...- Gilder Search Group is partnering with a well-established organization in Larkspur, California, for a long-term contract Staff Accountant opportunity. The role requires a minimum of 3+ years of accounting experience and offers exposure to complex multi-entity accounting...Long term contractContract work
$271.19k - $298.94k
...building skills, business systems acumen, and sound judgment to foster collaboration, navigate complex priorities, and serve as a trusted advisor and partner to key stakeholders. Lead the County toward more connected, efficient, and responsive technology solutions; apply...$102k - $190k
...performance, recognize and reward performance, coach employees, support their development, and manage poor performance. Act as a trusted advisor to assigned business/group. Identify emerging issues and trends to inform decision‑making. Research existing or emerging...Work at office3 days per week
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