Tax Advisor
2 days ago
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 education and training to clients on tax-related matters.
- 5+ years of tax experience, with a strong background in individual and business tax returns.
- Experience with tax planning and audit support, with a focus on building strong client relationships.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Ability to work in a fast-paced environment, with a focus on meeting deadlines and delivering high-quality results.
- Successful completion of the H&R Block Tax Knowledge Assessment, with ongoing education and training to stay current with tax laws and regulations.
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 delivering exceptional client service. We offer a competitive salary and benefits package, as well as ongoing education and training to help you grow your career.
We are an equal opportunity employer, committed to diversity and inclusion in the workplace. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
-
Tax Advisor
1 month ago
Madison, Wisconsin, United States H&R Block Full timeAbout 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
3 weeks ago
Madison, Wisconsin, United States H&R Block Full timeAbout 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 needs.Provide...
-
Insurance Advisor
2 weeks ago
Madison, Wisconsin, United States Griffin Agency Full timeAbout Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach to underwriting and policy issuance has enabled us to become one of the top distributors of digital life insurance policies in the world.Our Mission:We are committed to providing cutting-edge tools and systems to...
-
Insurance Advisor
2 weeks ago
Madison, Wisconsin, United States Griffin Agency Full timeAbout Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach to underwriting and policy issuance has enabled us to become one of the top distributors of digital life insurance policies in the world.Our Mission:We are committed to providing cutting-edge tools and systems to...
-
Senior Tax Manager
3 weeks ago
Madison, Wisconsin, United States Berndt CPA LLC Full timeJob OpportunityBerndt CPA LLC is seeking a highly skilled and experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for providing consulting services to partnerships, corporations, S corporations, and individuals for a variety of small to middle market clients.Key ResponsibilitiesReview of business and individual income tax...
-
Federal Tax Senior Associate
1 day ago
Madison, Wisconsin, United States Baker Tilly Full timeJob Description:Baker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Responsibilities:Deliver industry-focused tax advisory and compliance services to middle market clients.Work as a trusted business...
-
Wealth Management Advisor
2 days ago
Madison, Wisconsin, United States BMO Full timeJob SummaryBMO is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and execute business development...
-
Insurance Agent Career Opportunities
3 weeks ago
Madison, Wisconsin, United States Griffin Agency Full timeAbout UsGriffin Agency is a leading insurance technology and distribution platform that is revolutionizing the life insurance industry. Our innovative approach has enabled us to develop a paperless, data-driven underwriting process that issues policies in under one minute. We are one of the top distributors of digital life insurance policies globally, with a...
-
Insurance Sales Representative
1 day ago
Madison, Wisconsin, United States Griffin Agency Full timeAbout 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. With a strong presence in the market, we have become one of the top distributors of...
-
Trust Officer
3 weeks ago
Madison, Wisconsin, United States gpac Full timeTrust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor's degree or equivalent.JD and/or Masters degree preferred5+ years of relevant...
-
Family Office Financial Operations Specialist
3 weeks ago
Madison, Wisconsin, United States Total Administrative Services Corporation Full timeJob Title: Family Office Financial Operations SpecialistAt Total Administrative Services Corporation, we are seeking a highly skilled and experienced Family Office Financial Operations Specialist to join our team. This role will be responsible for providing diversified financial and administrative support to the Managing Trustee/Owners and working closely...
-
Madison, Wisconsin, United States TASC - Total Administrative Services Corporation Full timeJob Title: Family Office Financial Operations SpecialistAt TASC - Total Administrative Services Corporation, we are seeking a highly skilled and experienced Family Office Financial Operations Specialist to join our team. This role will play a critical part in supporting the financial management, tax administration, and asset management of our Family...
-
Trust Officer
3 weeks ago
Madison, Wisconsin, United States gpac Full timeJob DescriptionTrust OfficerThis role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor's degree or equivalent.JD and/or Masters degree preferred5+ years of relevant...
-
Trust and Estate Attorney
3 weeks ago
Madison, Wisconsin, United States Jobot Full timeJob SummaryWe are seeking a highly motivated and experienced Trust and Estate Attorney to join our dynamic team at Jobot. In this role, the successful candidate will be responsible for handling a diverse caseload, including estate planning, trust administration, and probate matters.Key ResponsibilitiesProvide comprehensive legal counsel on all aspects of...
-
Trust and Estate Attorney
2 weeks ago
Madison, Wisconsin, United States Jobot Full timeJob Title: Trust and Estate AttorneyWe are seeking a highly motivated and experienced Trust and Estate Attorney to join our dynamic team. In this role, the successful candidate will be responsible for handling a diverse caseload, including estate planning, trust administration, and probate matters.Responsibilities:Provide comprehensive legal counsel on all...
-
Financial Advisor
2 days ago
Madison, Wisconsin, United States Trustmark Full timeJob Summary:We are seeking a highly skilled Financial Consultant - Wealth Management to join our team at Trustmark. As a key member of our financial services team, you will be responsible for generating revenue through the marketing of investment products to institutional and retail customers.Key Responsibilities:Assess clients' financial situations by...
-
Experienced Staff Auditor
4 weeks ago
Madison, Wisconsin, United States Baker Tilly US, LLP Full timeAbout the RoleBaker Tilly US, LLP is seeking a highly skilled and motivated auditor to join our team in Springfield, IL. As a Staff Auditor, you will have the opportunity to work directly within the Construction and Real Estate industries, providing services to the Illinois Department of Transportation (IDOT) at its headquarters.ResponsibilitiesProvide...
-
Trust and Estate Attorney
2 weeks ago
Madison, Wisconsin, United States Jobot Full timeJob Title: Trust and Estate AttorneyWe are seeking a highly skilled and experienced Trust and Estate Attorney to join our dynamic team at Jobot. As a key member of our legal team, you will be responsible for handling a diverse caseload of estate planning, trust administration, and probate matters.Responsibilities:Provide comprehensive legal counsel on all...
-
Director of Executive Compensation
1 day ago
Madison, Wisconsin, United States Lumen Inc Full timeAbout LumenLumen is a leading provider of communication and technology solutions, connecting people, data, and applications with speed, security, and ease. Our mission is to ignite business growth by fostering a culture of teamwork, trust, and transparency.We are committed to creating a workplace that values diversity, equity, and inclusion. Our commitment...
-
Accounting Internship Opportunity
3 weeks ago
Madison, Wisconsin, United States Wipfli Full timeOverviewAt Wipfli, we value diversity and inclusion, providing a culture where everyone has a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout the company. We also prioritize work-life balance, offering hybrid schedules, flexible time off, training programs, and mental wellness initiatives to support our...