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

  • Client Advisor

    5 days ago

    Greenwich, Connecticut, United States Phaxis Full time

    Job Summary:Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.The ideal candidate will act...

  • Client Advisor

    4 months ago

    Greenwich, United States Phaxis Full time

    Job Summary: Our client, a leading Asset Management firm with a specialty in private wealth management including investment management, wealth planning, and highly personalized client service has an exciting opportunity available for an experienced Client Advisor. The role is responsible for developing and maintaining client relationships through proactive...

  • Personal Investment Advisor

    4 weeks ago

    Greenwich, Connecticut, United States Phaxis Full time

    Position Overview: Phaxis, a prominent firm in the Asset Management sector, specializing in private wealth management services, is seeking a skilled Client Advisor to join our team. This role is pivotal in fostering and nurturing client relationships through proactive communication and the seamless delivery of tailored services to individuals, families,...

  • Wealth Management Advisor

    4 weeks ago

    Greenwich, Connecticut, United States Phaxis Full time

    Position Overview: Phaxis, a prominent firm in Asset Management focusing on private wealth solutions, is seeking a seasoned Client Advisor to join our dynamic team. This role is pivotal in nurturing and sustaining client relationships through proactive communication and the seamless delivery of services tailored to individuals, families, trusts, and...

  • Associate Financial Advisor

    1 month ago

    Greenwich, United States Kovitz Full time

    POSITION OVERVIEWNorthCoast Asset Management, a Division of Kovitz is looking for an Associate Advisor to join our team in their Greenwich, CT office. The Associate Advisor serves as an integral part of our team. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit. They will focus on team and...

  • Associate Financial Advisor

    1 month ago

    Greenwich, United States Kovitz Full time

    POSITION OVERVIEWNorthCoast Asset Management, a Division of Kovitz is looking for an Associate Advisor to join our team in their Greenwich, CT office. The Associate Advisor serves as an integral part of our team. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit. They will focus on team and...

  • Financial Solutions Advisor

    1 week ago

    Greenwich, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and tailored solutions. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high-net worth clients, identifying their financial needs, and developing...

  • Financial Solutions Advisor

    1 week ago

    Greenwich, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and tailored solutions. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high-net worth clients, identifying their financial needs, and developing...

  • Franchise - Tax Professional

    4 weeks ago

    Greenwich, United States H&R Block Full time

    533910BR Title: 957006 - Franchise - Tax Professional 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...

  • Energy Advisor

    3 months ago

    Greenwich, United States Stanwich Energy Full time

    *THIS IS NOT A REMOTE / HYBRID POSITION*Stanwich Energy is looking for a highly motivated business development representative that can help us build on top of our amazing roster of satisfied clients. This position will require you to prospect and engage owners and operators of mid to large-sized commercial and industrial facilities. You will contact them to...

  • Energy Advisor

    3 months ago

    Greenwich, United States Stanwich Energy Full time

    *THIS IS NOT A REMOTE / HYBRID POSITION*Stanwich Energy is looking for a highly motivated business development representative that can help us build on top of our amazing roster of satisfied clients. This position will require you to prospect and engage owners and operators of mid to large-sized commercial and industrial facilities. You will contact them to...

  • Franchise - Tax Preparer Assistant

    4 weeks ago

    Greenwich, United States H&R Block Full time

    533731BR Title: 957024 - Franchise – Tax Preparer Assistant 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...

  • Senior Client Advisor

    4 days ago

    Greenwich, New York, United States James Perse Los Angeles Full time

    Job Title: Senior Client AdvisorWe are seeking a highly skilled and experienced Senior Client Advisor to join our team at James Perse Los Angeles. As a Senior Client Advisor, you will be responsible for achieving all objectives set forth by the company with a focus on client development and client sales.Key Responsibilities:Achieve daily, monthly, and annual...

  • Tax Preparer Assistant

    5 days ago

    Greenwich, New York, United States H&R Block Full time

    {"title": "Tax Preparer Assistant", "description": "Job SummaryAt H&R Block, we're looking for a Tax Preparer Assistant to join our team. As a Tax Preparer Assistant, you will play a key role in providing exceptional service to our clients by assisting with tax preparation and ensuring accurate and timely completion of tax returns.ResponsibilitiesAssist with...

  • Senior Client Advisor

    3 days ago

    Greenwich, New York, United States James Perse Los Angeles Full time

    Job Title: Senior Client AdvisorJames Perse Los Angeles is seeking a highly skilled and experienced Senior Client Advisor to join our team in our Greenwich location.Job Summary:The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas...

  • Financial Solutions Advisor

    1 week ago

    Greenwich, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and tailored solutions. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high-net worth clients, identifying their financial needs, and developing...

  • Financial Advisor

    2 weeks ago

    Greenwich, Connecticut, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will be responsible for building and maintaining relationships with clients, providing personalized investment and financial solutions, and driving business growth.Key ResponsibilitiesClient Acquisition and Retention:...

  • Client Advisor-Greenwich

    2 months ago

    Greenwich, United States Tiffany & Co. Full time

    Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees...

  • Fashion Advisor, Saks Greenwich

    4 months ago

    Greenwich, United States Chanel Full time

    Fashion Advisor, Saks Greenwich At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective, experience,...

  • Tax Professional

    9 hours ago

    Greenwich, Ohio, United States H&R Block Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Client Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesAnswer phones and greet clients in a...

Block Advisors Tax Advisor

4 months ago

Greenwich, United States H&R Block Full time

**498851BR**

**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:**

498851BR

**City:**

Greenwich

**State:**

Connecticut

**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:**

\#20653 #J-18808-Ljbffr