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Block Advisor Tax Associate
2 months ago
Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provid Tax, Associate, Advisor, Accounting, Support
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Block Advisors Receptionist
1 month ago
Park Ridge, Illinois, United States tapwage Full timeTitleBlock Advisors ReceptionistOur 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 to...
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Tax Associate
4 weeks ago
Overland Park, United States H&R Block Full timeJob Description: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...
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Tax Professional I
3 days ago
St. Louis Park, United States H&R Block Full timeJob Description: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...
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Office Support Associate
11 hours ago
Forest Park, Illinois, United States H&R Block Full time**Job Summary**The Operations Specialist - Seasonal is responsible for non-technical duties such as delivering supplies and materials to offices, basic maintenance repairs, and assisting with annual setup and closing of offices.**Key Responsibilities:**Perform basic building maintenance tasks, including replacing light bulbs, ceiling tiles, and minor...
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Multi - Unit Team Leader
2 months ago
Hot Springs National Park, Arkansas, United States H & R Block Full timeAssist DGM in recruiting and interviewing candidates for tax office associate positionsLead daily team meetings and communicate essential information to tax office associatesCreate associate work schedules across all offices and ensure accurate timekeeping, as well as labor management for associates in all officesSuccessful completion of the H&R Block Tax...
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District General Manager
2 weeks ago
Forest Park, United States H&R Block Full timeJob Description:Inspire operational excellence. Lead a best-in-class team. We’re searching for a District General Manager who can play a vital role in leading a geographic district of our retail tax offices and growing their client bases. When you join us as a District General Manager, you will visit the offices in your district to ensure operational...
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Associate, Advisor Services Cost Basis Service
4 weeks ago
Winter Park, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support...
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Client Service Associate
3 weeks ago
Kings Park, United States Kestra Financial Independent Advisor Full timeThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Assist in...
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Client Service Associate
2 weeks ago
Kings Park, United States Kestra Financial Independent Advisor Full timeSummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities Assist...
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District General Manager
3 hours ago
Forest Park, Illinois, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled and experienced District General Manager to lead our retail tax offices and drive business growth in a specific geographic district. As a key member of our leadership team, you will be responsible for inspiring operational excellence, leading a best-in-class team, and establishing strategic sales plans to drive...
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District General Manager
2 weeks ago
Forest Park, IL, United States H&R Block Full timeJob Description:Inspire operational excellence. Lead a best-in-class team. We’re searching for a District General Manager who can play a vital role in leading a geographic district of our retail tax offices and growing their client bases. When you join us as a District General Manager, you will visit the offices in your district to ensure operational...
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Client Service Associate
3 weeks ago
Kings Park, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential...
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Client Service Associate
4 weeks ago
Kings Park, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionSummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential...
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Client Service Associate
3 weeks ago
Kings Park, United States Kestra Financial Independent Advisor Full timeSummary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities ...
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Business Processing Specialist
3 days ago
Winter Park, Florida, United States Advisor Employee Services Full timeNew Business Processing Specialist OpportunityAre you meticulous and passionate about the financial sector? A dynamic financial organization is seeking a New Business Processing Specialist to enhance their expanding operations. If you excel in delivering outstanding client support and possess experience in managing critical documentation, we would like to...
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Business Operations Specialist
1 week ago
Winter Park, Florida, United States Advisor Employee Services Full timeBusiness Operations Specialist OpportunityAre you meticulous and enthusiastic about the financial sector? A dynamic financial organization is seeking a Business Operations Specialist to enhance their expanding workforce. If you are committed to delivering outstanding client support and possess experience in managing essential documentation, we are interested...
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Client Acquisition Specialist
3 days ago
Winter Park, Florida, United States Advisor Employee Services Full timeNew Business ProcessorAre you enthusiastic about the financial sector and adept at managing essential client documentation? Our dynamic financial organization is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are in search of a dedicated and optimistic...
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Client Acquisition Specialist
3 days ago
Winter Park, Florida, United States Advisor Employee Services Full timeNew Business ProcessorAre you enthusiastic about the financial sector and adept at managing essential client documentation? Our dynamic financial firm is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are looking for a dedicated and optimistic individual to...
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Client Acquisition Specialist
3 days ago
Winter Park, Florida, United States Advisor Employee Services Full timeNew Business ProcessorAre you enthusiastic about the financial sector and adept at managing essential client documentation? Our dynamic financial firm is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are in search of a dedicated and optimistic individual to...
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Client Acquisition Specialist
3 days ago
Winter Park, Florida, United States Advisor Employee Services Full timeNew Business ProcessorAre you enthusiastic about the finance sector and adept at managing essential client documentation? Our dynamic financial firm is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are looking for a dedicated and positive individual to...