Tax Advisor

2 days ago


Menlo Park, California, United States H&R Block Full time
About the Role

We 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 tax preparation, tax audit support, and tax planning services to our clients year-round.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their tax needs and provide personalized service.
  • Conduct tax interviews with clients to gather information and provide tax planning advice.
  • Prepare and review tax returns, ensuring accuracy and compliance with tax laws and regulations.
  • Provide tax audit support and representation to clients, ensuring they are prepared for any tax-related issues.
  • Stay up-to-date with tax laws and regulations, and provide ongoing training and education to clients on tax-related matters.
Requirements
  • 5+ years of experience in tax preparation and planning.
  • CPA or Enrolled Agent certification.
  • Experience working with virtual tools, such as video conferencing and chat.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer

As a Tax Advisor at H&R Block, you will have the opportunity to work with a dynamic team of professionals who are passionate about providing exceptional service to our clients. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.


  • Tax Director

    3 weeks ago


    Menlo Park, California, United States Vaco Full time

    About the RoleVaco is seeking a highly experienced Tax Director to join our Operations team. This is a dynamic and expansive role that offers the opportunity to work across all areas of tax functions, adding value to investors, managers, and investment professionals.Key ResponsibilitiesOversee Tax Function: Lead the tax structuring, tax placement, tax...

  • Tax Director

    4 days ago


    Menlo Park, California, United States Vaco Full time

    Tax Director Job DescriptionVaco is seeking a highly skilled Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers.Key...


  • Menlo Park, California, United States The Whittier Trust Company Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President, Client Advisor to join our team at The Whittier Trust Company. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients,...

  • Tax Advisor

    3 days ago


    Orange Park, Florida, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Tax Advisor

    4 days ago


    Orland Park, Illinois, 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 play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Tax Advisor

    2 days ago


    Winter Park, 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 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 business needsProvide...

  • Tax Advisor

    7 days ago


    Allen Park, Michigan, 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 business...

  • Tax Advisor

    2 weeks ago


    Orange Park, 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 play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.Conduct tax interviews...

  • Tax Advisor

    2 days ago


    Orland Park, Illinois, 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 play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Tax Advisor

    1 week ago


    Elmwood Park, Illinois, 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 play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.Conduct tax interviews...

  • Tax Director

    3 days ago


    Menlo Park, United States Vaco Recruiter Services Full time

    Tax Director Our client, a leading investment management firm, is seeking a Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers....

  • Tax Sr.

    6 days ago


    Menlo Park, United States Robert Half Full time

    Job DescriptionJob DescriptionPLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILSSENIOR CORPORATE TAX ACCOUNTANT115K-130K+BONUS+AMAZING BENEFITSWell established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization...

  • Tax Director

    4 weeks ago


    Menlo Park, United States Vaco Full time

    Tax Director Our client, a leading investment management firm, is seeking a Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers....

  • Tax Director

    2 weeks ago


    Menlo Park, United States Vaco Full time

    Tax Director Our client, a leading investment management firm, is seeking a Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers....

  • Tax Director

    1 month ago


    Menlo Park, United States Vaco Full time

    Tax DirectorOur client, a leading investment management firm, is seeking a Tax Director to join their Operations team. This role involves overseeing tax structuring, tax placement, tax compliance, and tax review. The Tax Director will work closely with internal groups to maintain a best-in-class tax function and will oversee two experienced Tax Managers....


  • Park Ridge, United States H&R Block Full time

    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


  • Menlo Park, United States META Full time

    Summary: Meta is seeking a seasoned professional to join its tax team responsible for supporting the development, growth and expansion of Meta product offerings and new initiatives globally with a focus on monetization and platform products. The successful candidate needs to have a proven record of supporting new products and initiatives go-to-market in a...


  • Winter Park, Florida, United States Advisor Employee Services Full time

    {"title": "New Business Processor", "description": "Key ResponsibilitiesAs a New Business Processor with Advisor Employee Services, you will play a critical role in ensuring the smooth client acquisition process from application submission to policy delivery. Your attention to detail and organizational skills will be essential in completing and processing...


  • Winter Park, Florida, United States Advisor Employee Services Full time

    Business 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...


  • Winter Park, Florida, United States Advisor Employee Services Full time

    New 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...


  • Winter Park, Florida, United States Advisor Employee Services Full time

    Client Acquisition SpecialistAre you enthusiastic about the financial sector and skilled in managing essential client documentation? Our dynamic financial organization is in search of a meticulous and dedicated Client Acquisition Specialist to facilitate a seamless client onboarding experience from application submission to policy issuance. We value hard...


  • Winter Park, Florida, United States Advisor Employee Services Full time

    New 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...


  • Winter Park, Florida, United States Advisor Employee Services Full time

    New 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...