Block Advisors Tax Advisor

2 weeks ago

Palo Alto, California, United States H&R Block Full time

517172BR

Title:

Block Advisors Tax Advisor

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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block

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.

A Typical Day...

As you inspire people to make confident, informed decisions about 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 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.

Job ID:

517172BR

City:

Palo Alto

State:

California

It would be even better if you also had... :

  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Tax planning and audit support experience
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

Perks of the job...

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, well-being, and financial wellness needs.

  • Medical coverage — allows eligible associate well-being programs including mental health support and coaching
  • 401k Retirement Savings Plan and Employee Stock Purchase Plan
  • Tax prep benefit — allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you
  • Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more

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.

2 Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

What you'll bring to the team... :

  • 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
  • Grow your tax expertise

Your 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 2 or equivalent
  • Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements

Posting Title:

Block Advisors Tax Advisor Immediate Hire

Pay Range Minimum:

11

Pay Range Maximum:

80

Pay Range Information:

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.


  • Block Advisors Associate Team Leader

    2 weeks ago

    Palo Alto, California, United States tapwage Full time

    TitleBlock Advisors Associate Team LeaderOur CompanyAt 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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.We strive...

  • Block Advisors Associate Team Leader

    3 weeks ago

    Palo Alto, California, United States tapwage Full time

    TitleBlock Advisors Associate Team LeaderOur CompanyAt 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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.We strive...

  • Financial Advisor

    4 weeks ago

    Palo Alto, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Palo Alto, CA would allow you to join the Investment Program at BMO Harris Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    3 weeks ago

    Palo Alto, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank N.A. in Palo Alto, CA would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    2 weeks ago

    Palo Alto, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Palo Alto, CA would allow you to join the Investment Program at BMO Harris Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Client Advisor

    3 weeks ago

    Palo Alto, California, United States Richemont Full time

    At Panerai Americas, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Client Advisor

    2 weeks ago

    Palo Alto, California, United States Richemont Full time

    At Panerai Americas, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Branch Client Advisor

    2 hours ago

    Palo Alto, California, United States Veear Full time

    Job Title: - Branch Client Advisor Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Job location: - Palo Alto, CA Workplace type: Onsite Employment type: - 12+ Months Contract Job Description: - Greeting all branch customers with exceptional customer service and handling...

  • Physician Advisor Medical Director

    3 weeks ago

    Palo Alto, California, United States Stanford Health Care Full time

    If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be discovered. Day - 08 Hour (United States of America)This is a Stanford Health Care job.A Brief OverviewThe Physician Advisor Medical Director is a key member of the leadership team for...

  • Physician Advisor Medical Director

    2 weeks ago

    Palo Alto, California, United States Stanford Health Care Full time

    If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be discovered. Day - 08 Hour (United States of America)This is a Stanford Health Care job.A Brief OverviewThe Physician Advisor Medical Director is a key member of the leadership team for...

  • Business Change Advisor Sr

    2 weeks ago

    Palo Alto, California, United States Elevance Health Full time

    Business Change Advisor Sr - Sales Incentive PlansLocation: This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations listed on the requisition.The Business Change Advisor Sr is responsible for assisting the senior leadership team within the Commercial Health...

  • Business Change Advisor Sr

    1 month ago

    Palo Alto, California, United States Elevance Health Full time

    Business Change Advisor Sr - Sales Incentive PlansLocation: This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations listed on the requisition.The Business Change Advisor Sr is responsible for assisting the senior leadership team within the Commercial Health...

  • Health Plan Advisor

    2 weeks ago

    Palo Alto, California, United States Elevance Health Full time

    Title: Health Plan AdvisorLocation: This position will work a hybrid model (remote and office). Ideal candidates will live within 50 miles of one of our PulsePoint locations.The Health Plan Advisor will be responsible for re-selling Individual medical plans to existing members in all of the company's states. Responsible for increasing member retention...

  • Loro Piana, Client Advisor

    2 weeks ago

    Palo Alto, California, United States LORO PIANA Full time

    PositionLoro Piana is an Italian luxury Maison founded in 1924, known for creating the finest quality textiles, ready-to-wear collections, accessories, and bespoke garments. Our dedication to exceptional craftsmanship and use of the world's finest raw materials positions us a leader in the luxury industry. As an iconic Maison within the LVMH group, we uphold...

  • Beauty Advisor

    3 weeks ago

    Palo Alto, California, United States Sephora Full time

    Job ID: 247851Store Name/Number: CA-Stanford (0048)Address: 355 Stanford Shopping Center, Palo Alto, CA 94304, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences...

  • Beauty Advisor

    2 weeks ago

    Palo Alto, California, United States Sephora Full time

    Job ID: 247851Store Name/Number: CA-Stanford (0048)Address: 355 Stanford Shopping Center, Palo Alto, CA 94304, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences...

  • Beauty Advisor

    3 weeks ago

    Palo Alto, California, United States Sephora Full time

    Job ID: 248882Store Name/Number: CA-Downtown Palo Alto (1362)Address: 200 Hamilton Avenue, Palo Alto, CA 94301, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences...

  • Presales Solution Advisor

    2 weeks ago

    Palo Alto, California, United States SAP Full time

    We help the world run betterAt SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and...

  • Presales Solution Advisor

    2 weeks ago

    Palo Alto, California, United States SAP Full time

    We help the world run better At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and...

  • Presales Solution Advisor

    3 weeks ago

    Palo Alto, California, United States SAP Full time

    We help the world run betterAt SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and...