CPA Tax Advisor and Preparer
$11 - $80 per hourH&R Block
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.
Provide tax preparation, tax audit support and tax planning year‑round
Create confidence in our clients by conducting tax interviews face‑to‑face and through virtual tools (video conferencing, phone, chat, email)
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
Comfort working with virtual tools – video conferencing and chat
Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
CPA or Enrolled Agent certification
Experience completing business tax returns
Experience conducting virtual tax interviews
Bachelor’s degree in accounting or related field
At 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. We invest in your well‑being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
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.
$11 - $80 per hour
...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...Suggested$11 - $80 per hour
Overview Block Advisor Tax Advisor - Remote at H&R Block. This remote tax professional role serves clients with diverse tax needs and provides the support of an expert team and advanced tax training to help you succeed. Responsibilities Conduct tax interviews with clients...SuggestedRemote jobHourly payMinimum wageFull timeLocal areaFlexible hours- H&R Block is seeking a Tax Advisor to help clients make informed decisions and grow trusted relationships throughout the year. You’ll provide tax preparation, audit support and planning while delivering exceptional service with a team of tax experts. You’ll interview clients...Suggested
- A tax services company seeks a remote Tax Advisor to support clients with diverse tax needs. This role involves conducting virtual tax interviews, generating... ...tools. Comprehensive benefits offered, including medical coverage and retirement plans. #J-18808-Ljbffr H&R BlockSuggestedRemote job
- A leading tax services firm is seeking a Tax Advisor to provide year-round tax preparation and planning services. The ideal candidate will have CPA or Enrolled... ...committed to investing in your well-being and providing the resources to help you succeed. #J-18808-Ljbffr H&R BlockSuggested
$75k - $125k
...Senior Tax Advisor Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration...Work experience placementWork at officeFlexible hours- Monograph is seeking an experienced tax professional in South San Francisco to manage and support indirect tax compliance for our Merchant of Record product. The ideal candidate will have 4-6 years of tax experience, preferably in a technology or financial services context...
$85k - $110k
...Associate Wealth Advisor Menlo Park, CA Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join... ...creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members...Work at officeRemote work2 days per week$124k - $140k
...Summary Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an... ...and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the...Work at officeLocal areaRemote work2 days per week$100.8k - $162.4k
...that values your contributions and supports your growth, we would like to meet you. Responsibilities ~ Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. ~ Advanced...Permanent employmentTemporary workWork at officeFlexible hours$85k - $115k
...Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight...Full timeLocal areaImmediate startFlexible hours$80k - $85k
...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric... ...present financial plans using planning software. Apply knowledge of tax, estate, insurance, and investment planning. Create holistic...Work at officeRemote work3 days per week$86.1k - $107.2k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an... ...creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members...Work at officeLocal areaRemote work2 days per week- ...dedicated to partnering with clients to achieve their long-term financial goals. We provide a supportive environment where financial advisors can develop and grow their own practice. Key Responsibilities Build relationships to create new clients via face‑to‑face and...TraineeshipFlexible hours
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding...$45k - $100k
...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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$67.88k - $128.69k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services...Part timeLocal areaWorldwide- ...Confidential – Tax Senior / Tax Manager About the Company A leading technology-focused private equity firm with U.S. and international... ..., and tax basis tracking. Coordinate with external tax advisors on compliance and tax planning. Calculate/manage quarterly estimated...Full timeWork at officeRemote work
$45k - $100k
...Support Positions by State California Position Type Financial Advisor EEO Statement Edward Jones does not discriminate on the basis of... ...financial advisors. Edward Jones offers a 401(k) retirement plan, and tax‑advantaged accounts: health savings account and flexible...TraineeshipLocal areaFlexible hours- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals in Redwood City, California. You will be responsible for triaging client leads, referring to business partners, and meeting...
$28.85 - $33.65 per hour
...a successful career with opportunities to learn, grow, and make an impact. Join us! Role and progression As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Role, Inc. is looking for a Financial Advisor in Redwood City, California. This position entails establishing long-term client relationships and expanding your client base by identifying financial goals. The company offers a comprehensive training program and the potential...
- Bank of America is seeking a Financial Solutions Advisor Stage I to lead client interactions and manage relationships. You will help guide customers through various financial solutions while obtaining required licenses like SIE, Series 7, and Series 66. The ideal candidate...
- Bank of America in Belmont, CA is hiring a Financial Solutions Advisor Stage I (FSA I) to support clients in managing their financial needs. This position includes obtaining necessary licenses through dedicated training and progressing in roles that enhance client relations...
- ...Partners Wealth in Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial... ...Wealth Advisors to develop strategies in investment, estate, and tax planning. This role offers a hybrid work schedule, where you can...Work at officeRemote work
$86.1k - $107.2k
Focus Partners in Palo Alto is seeking an Associate Wealth Advisor to develop and implement personalized financial plans collaboratively with Wealth Advisors. This hybrid role requires maintaining client relationships and involves creating investment strategies while leveraging...$250k - $280k
...including general ledger, financial reporting, AP/AR, payroll, and tax. Manage and develop a team of accounting leaders and... ...external audits, tax compliance, and relationships with auditors, advisors, and regulatory bodies. Provide technical accounting leadership...Full timeTemporary workWork at officeRemote workWork from home- ...Girls Just Gotta Have Funds | Redwood City, CA Girls Just Gotta Have Funds is growing and looking for a Junior Financial Advisor to join our team. This is a unique opportunity for a securities-licensed advisor who wants to grow in the business while learning from...Full timeWork at office10 hours per week
- Job Overview A law firm seeks a mid-level tax associate to join its practice in Redwood City, CA. The ideal candidate will have 3-4 years of experience in transactional tax work, collaborating closely with the corporate practice to advise on various tax matters. Duties...
$45 - $55 per hour
...accruals, reconciliations, audits, and month-end close activities. Act as a trusted payroll advisor to employees, managers, and HR partners by addressing complex payroll, tax, and deduction inquiries and providing clear guidance. Serve as the system owner for...Hourly payContract workTemporary workLocal area2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CPA Tax Advisor and Preparer. Be the first to apply!

