Current jobs related to Block Advisors Tax Advisor - Fort Myers - H&R Block

  • Tax Advisor

    24 hours ago


    Fort Myers, Florida, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax and financial...


  • Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewAt Mariner Wealth Advisors, we are dedicated to providing exceptional wealth management services to our clients. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients, providing personalized wealth management advice and guidance.Lead...

  • Financial Advisor

    4 weeks ago


    Fort Myers, United States Edward Jones Full time

    Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...


  • Fort Myers, United States Griffin Agency Full time

    Job DescriptionJob DescriptionWho We Are:We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life insurance policies in the world. We have an in-house...


  • Fort Wayne, United States Vestia Personal Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in...

  • Academic Advisor

    4 months ago


    Fort Myers, United States University of The Incarnate Word Full time

    Position Details Position Information Position Title Academic Advisor UIW Mission University of the Incarnate Word is a Catholic institution that welcomes to its community persons of diverse backgrounds, in the belief that their respectful interaction advances the discovery of truth, mutual understanding, self-realization, and the common good. Position...


  • Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    Senior Wealth Advisor at Mariner Wealth Advisors Are you prepared to elevate your career with a firm that emphasizes client satisfaction and provides comprehensive financial guidance? Mariner Wealth Advisors is dedicated to nurturing the development of our professionals, contributing to the community, and fostering a diverse and inclusive workplace...

  • Roofing Advisor

    2 months ago


    Fort Myers, United States Northpoint Roofing Systems Full time

    Job Type Full-time Description Rising Star Roofing, a Northpoint Roofing Systems Company, a renowned roofing company known for its commitment to excellence, customer satisfaction and ranked 653 on the prestigious Inc. 5000 list along with a 26th position in the competitive construction sector is looking for Roofing Advisors to work out of our Fort Myers,...

  • Wealth Advisor

    4 weeks ago


    Fort Lauderdale, United States Tobias Financial Advisors Full time

    Job DescriptionJob DescriptionSalary: $75K - $150K DOEOur services, approach, and cultureTobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary...

  • Wealth Advisor

    2 weeks ago


    Fort Lauderdale, United States Tobias Financial Advisors Full time

    Job DescriptionJob DescriptionSalary: $75K - $150K DOEOur services, approach, and cultureTobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary...

  • Service Advisor

    4 months ago


    Fort Myers, United States Victory Layne Chevrolet Full time

    Job DescriptionJob DescriptionBusy dealership looking for experience, Service Advisor . With great customer service, and time management. Great pay plan and benefit's.


  • Fort Myers, Florida, United States Griffin Agency Full time

    About Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach to underwriting has enabled us to issue policies in under one minute, making us one of the top distributors of digital life insurance policies in the world.Our in-house marketing team generates exclusive client...


  • Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewAt Mariner Wealth Advisors, we're dedicated to providing 360° advice designed to last. If you're looking to build your career with a firm that puts the client first, we invite you to explore this opportunity.ResponsibilitiesLead client relationships and retention efforts, inspiring confidence through demonstrated expertise and meeting ongoing client...

  • Service Advisor

    2 months ago


    Fort Myers, United States Victory Layne Chevrolet Full time

    Job DescriptionJob DescriptionThe responsibilities of a Service Advisor include greeting customers, listening to their needs, receiving inbound calls and scheduling appointments as needed. They may also need to verify insurance before maintenance is scheduled. Responsibilities Greet customers promptlyObtain customer and vehicle informationClearly report...


  • Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    About the RoleKestra Financial Independent Advisor is seeking a highly skilled and motivated Portfolio Trader and Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Service and Support: Provide top-notch...

  • Roofing Advisor

    1 month ago


    Fort Myers, United States Rising Star Roofing Full time

    Job DescriptionJob DescriptionOur Roofing Advisors are committed company employees, responsible for selling a roofing system tailored to the customer’s needs through either retail or insurance sales process. Other responsibilities include timely sales lead follow-up and building and fostering a network of referrals. Roofing Advisors will be provided a...


  • Fort Myers, Florida, United States Griffin Agency Full time

    About Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach has enabled us to develop a paperless, data-driven underwriting process that allows us to issue policies in under one minute. As one of the top distributors of digital life insurance policies in the world, we have...

  • Service Advisor

    4 weeks ago


    Fort Myers, United States Nextran Truck Centers Full time

    Job DescriptionJob DescriptionNextran Truck CentersService Advisor - Fort MyersAre you looking to further develop your profession into a career? Are you driven by opportunity? Nextran Truck Centers is hiring!Our Employees Benefit from:Career Paths || Network of 25 Dealerships || Disability Insurance || Paid Time Off (2wks 1st year) || Nextran Paid Life...

  • Sales Advisor

    1 month ago


    Fort Myers, Florida, United States Acosta Group Full time

    Sales Advisor - Intel ComputersLocationFL - FORT MYERS*Are you an outgoing computer enthusiast that would like to share your tech passion with weekend shoppers? *If so, ActionLink wants YOU to be a part of our sales team to experience Intel and Power Success in Every ByteWe are seeking an enthusiastic individual who will enjoy creating a quality service...


  • Fort Myers, United States Florida SouthWestern State College Full time

    Florida SouthWestern State College  is accepting resumes in search of a Student Success Advisor II to join our team of exceptional employees. Student Success Advisor is housed within the Office of Academic Advising, it provides direct service, support, and developmental advising to students and make appropriate referrals to College resources to...

Block Advisors Tax Advisor

4 months ago


Fort Myers, United States H&R Block Full time

**498880BR**

**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:**

498880BR

**City:**

FORT MYERS

**State:**

Florida

**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

**Sponsored Job:**

\#45332 #J-18808-Ljbffr