Financial Services Advisor

5 days ago


Novato, California, United States H&R Block Full time

H&R Block is seeking a highly skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will play a key role in providing exceptional financial services to our clients.

About the Role:

We are looking for a motivated and results-driven professional with a passion for delivering high-quality service. As a Financial Services Advisor, you will be responsible for preparing and submitting tax statements and returns, as well as providing advice on financial and tax matters.

Key Responsibilities:

  • Prepare and submit tax statements and returns for businesses and clients
  • Provide advice on financial and tax matters
  • Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning
  • Identify areas where clients and businesses can reduce tax and increase profit
  • Engage regularly with clients and maintain strong relationships
  • Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques

Requirements:

  • Minimum 2 years accounting experience
  • Minimum 1 year business tax/entity returns experience
  • Knowledge of GAAP
  • Knowledge of integrated online accounting applications
  • Effective oral, written, and interpersonal communication skills
  • Demonstrated critical thinking skills
  • Ability to handle multiple tasks and projects simultaneously
  • Demonstrated ability to meet deadlines
  • Proficiency in MS Word and Excel, including ability to use macros, pivot tables, and query

Salary: $60,000 - $80,000 per year, depending on experience

About H&R Block:

H&R Block's purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world.



  • Novato, California, United States H&R Block Full time

    We are seeking a highly skilled Financial Services Tax Advisor to join our team at H&R Block. This is an exciting opportunity for a motivated individual to work with clients and businesses, providing expert tax advice and guidance.As a Financial Services Tax Advisor, you will be responsible for preparing tax statements, financial statements, and BAS...


  • Novato, California, United States H&R Block Full time

    About This RoleWe are seeking an experienced Small Business Tax Advisor to join our team at H&R Block. In this role, you will be responsible for providing tax and financial services to small business clients, including preparing tax returns, financial statements, and managing tax administration responsibilities.Key ResponsibilitiesPrepare tax statements,...


  • Novato, California, United States Edward Jones Full time

    Company OverviewWe are Edward Jones, a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Our purpose is to partner for positive impact to improve the lives of our clients and...


  • Novato, California, United States H&R Block Full time

    Job SummaryWe are seeking a skilled Associate Client Advisor - Small Business & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert financial and tax advice to small business clients.Key ResponsibilitiesFinancial Analysis: Analyze financial information and prepare financial reports for small business...


  • Novato, California, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we strive to make a positive impact on the communities we serve. Our goal is to provide our customers with the best possible financial solutions and services, empowering them to achieve their goals.Compensation PackageThe estimated salary for this role is $85,000 - $110,000 per year, depending on experience and qualifications....


  • Novato, California, United States Marin Community Clinics Full time

    About Marin Community Clinics:">MCC is a leading healthcare provider in Marin County, offering comprehensive primary care, dental, behavioral, and specialty services to over 40,000 individuals annually. As a Federally Qualified Health Center (FQHC), we prioritize accessibility, quality, and affordability in our services.">Job Summary:">We seek an experienced...


  • Novato, California, United States Morling & Company Full time

    Unlock Your Career Potential as a Tax Leader at Morling and CompanyMorling and Company is a forward-thinking tax service and consulting firm dedicated to maximizing clients' financial well-being through innovative strategies. Our mission is to help clients grow, manage, and prosper by offering creative tax solutions while promoting work-life balance and...


  • Novato, California, United States Novato Residence Inn by Marriott Full time

    Job OverviewWe are seeking an experienced Accounting Specialist to join our team at Novato Residence Inn by Marriott. In this role, you will be responsible for ensuring accurate financial records and providing exceptional guest service.Estimated Salary Range:$45,000 - $60,000 per year, depending on experience.ResponsibilitiesManage and maintain accurate...


  • Novato, California, United States Chem-Dry Full time

    Carpet Cleaning TechnicianA key role in our team is to provide excellent customer service and sales support in a fast-paced environment. As a Carpet Cleaning Technician, you will perform quality work consistently and at an acceptable pace, ensuring that customers receive the highest level of satisfaction.Key Responsibilities:Consistently deliver high-quality...


  • Novato, California, United States Host Healthcare Full time

    Travel Physical Therapist Opportunity in Novato, CAAt Host Healthcare, we prioritize providing unparalleled service to our travelers. Our commitment to excellence ensures that your assignment is as pleasant as possible.As a Physical Therapist with Host Healthcare, you can expect:A competitive salary of $140,000 per year, reflecting the high demand for...


  • Novato, California, United States Host Healthcare Full time

    About Host HealthcareHost Healthcare is a renowned travel healthcare company recognized for its exceptional service and opportunities for Occupational Therapists. We currently have an immediate opening for a rewarding position in Novato, CA.Why Choose Host Healthcare?We offer a supportive and transparent environment where our recruiters act as dedicated...


  • Novato, California, United States CliftonLarsonAllen Full time

    CLA is a leading professional services firm with a strong presence in the US market, offering a wide range of industry-focused services including wealth advisory, digital, audit, tax, consulting, and outsourcing. Our purpose is to create opportunities for our clients, people, and communities every day.We are dedicated to building a culture that values...


  • Novato, California, United States Katie Chase - State Farm Agent Full time

    About UsKatie Chase - State Farm Agent is a leading insurance and financial services provider in Novato, CA. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are committed to delivering exceptional customer service and building long-lasting relationships with our clients. As a key member...


  • Novato, California, United States Panda Restaurant Group Full time

    Panda Express Store Manager RoleAt Panda Restaurant Group, we're seeking an experienced leader to join our store management team as a Store Manager. As a key member of our operations team, you will be responsible for the overall performance of a single store, including hiring, managing, and directing associates to achieve financial goals and delivering...


  • Novato, California, United States KPG Allied Full time

    KPG Allied is seeking an experienced Occupational Therapist to fill a travel job in California.Job OverviewThis 13-week assignment offers the opportunity to work in a hospital setting and gain valuable experience in occupational therapy.Specialty: Occupational TherapyDiscipline: Therapy40 hours per weekShift: 8 hoursEmployment Type: TravelCandidates must...


  • Novato, California, United States Sunbelt Staffing Full time

    School Psychologist Job DescriptionWe are seeking a compassionate School Psychologist to join our team in the Novato, CA area. This is a contracted position that offers flexibility and a supportive clinical team.Responsibilities:Conduct comprehensive assessments and evaluations to identify students' unique needs and challenges.Closely collaborate with...


  • Novato, California, United States Host Healthcare Full time

    Registered Nurse - Home Health Job in Novato, CAHost Healthcare is an award-winning travel healthcare company with an immediate opening for a Registered Nurse - Home Health in Novato, CA.Why Choose Host Healthcare?Our passionate and transparent team members have made Host Healthcare the agency of choice for new and experienced travelers looking for...


  • Novato, California, United States CliftonLarsonAllen Full time

    Join CLA as a Strategic Tax Planning LeaderAt CLA, we're dedicated to building a culture that invites diverse perspectives and fosters growth. As a top 10 national professional services firm, we offer a range of wealth advisory, digital, audit, tax, consulting, and outsourcing services.We prioritize our clients' success through industry-focused solutions and...


  • Novato, California, United States Host Healthcare Full time

    Physical Therapist Job DetailsWe are seeking a skilled Physical Therapist for a Travel position in Novato, California.Job Requirements:Specialty: Physical TherapyDiscipline: TherapyDuration: 14 weeks40 hours per weekShift: 8 hours, daysThis Physical Therapist role offers the opportunity to work with a reputable healthcare organization and contribute to the...


  • Novato, California, United States Synergy Medical Staffing Full time

    Unlock Your Career Potential as a Traveling Home Health Physical TherapistSynergy Medical Staffing is seeking a dedicated and skilled Home Health Physical Therapist to join our team for a travel assignment in Novato, California. This exciting opportunity will allow you to utilize your skills and experience while exploring new destinations.About the...