Tax Advisor

2 weeks ago


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

We are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, helping them navigate complex tax laws and regulations.

Key Responsibilities:

  • Provide tax preparation, tax audit support, and tax planning services to clients
  • Build and maintain strong relationships with clients, understanding their unique tax needs and goals
  • Stay up-to-date on changes in tax laws and regulations, ensuring clients receive the best possible advice
  • Collaborate with colleagues to share knowledge and best practices, driving continuous improvement in our services

Requirements:

  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning
  • 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 strong attention to detail and organizational skills
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent

What We Offer:

  • A competitive salary and bonus structure, with opportunities for professional growth and development
  • A comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan and employee assistance program
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork

About Us:

At H&R Block, we are committed to helping our clients achieve their financial goals, while also providing a supportive and inclusive work environment for our employees. We believe in the importance of continuous learning and professional development, and offer a range of training and education programs to help our employees succeed.


  • Tax Advisor

    2 weeks ago


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

    Job Title: Block Advisors Tax AdvisorAt H&R Block, we're seeking a highly skilled Tax Advisor to join our team of experts. As a Tax Advisor, you'll play a critical role in providing exceptional tax preparation, planning, and audit support services to our clients.About the Role:We're looking for a motivated and detail-oriented individual with a strong...

  • Tax Advisor

    2 weeks ago


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

    Job Title: Block Advisors Tax AdvisorAt H&R Block, we're seeking a highly skilled Tax Advisor to join our team of experts. As a Tax Advisor, you'll play a critical role in providing exceptional tax preparation, planning, and audit support services to our clients.About the Role:We're looking for a motivated and detail-oriented individual with a passion for...

  • Tax Advisor

    3 weeks ago


    Petaluma, California, 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 be responsible for providing expert tax guidance and support to our clients throughout the year.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Tax Advisor

    3 weeks ago


    Petaluma, California, 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.Key ResponsibilitiesBuild year-round client relationships and provide tax preparation servicesConduct tax interviews face-to-face and...

  • Tax Advisor

    1 month ago


    Petaluma, California, 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.Key ResponsibilitiesBuild year-round client relationships and provide tax preparation servicesConduct tax interviews face-to-face and...


  • Petaluma, California, United States Eleos Full time

    We are seeking a skilled Trust and Estate Paralegal to join our team at Eleos. As a key member of our team, you will be responsible for providing exceptional support in trust and estate administration, estate planning, and complex real estate and securities transactions.Key Responsibilities:Trust and estate administration, including preparation of documents...


  • Petaluma, California, United States Eleos Full time

    Job Opportunity:We are seeking a skilled Paralegal to join our team at Eleos. As a Trust and Estate Paralegal, you will play a crucial role in supporting our clients with their estate planning and administration needs.Key Responsibilities:Assist with trust and estate administration, including preparation of documents and forms.Communicate effectively with...


  • Petaluma, California, United States Eleos Full time

    Job Title: Trust and Estate ParalegalWe are seeking a highly skilled and experienced Trust and Estate Paralegal to join our team at Eleos. As a key member of our team, you will be responsible for providing exceptional support to our clients and colleagues in the areas of trust and estate administration, estate planning, and real estate transactions.Key...


  • Petaluma, United States Eleos Full time

    JOB DESCRIPTION: Have you ever dreamed of working for a company that provides immense growth opportunities and supports a healthy work/life balance? Well, here is your chance! We are looking for paralegal and/or financial-savvy people who are interested in pursuing a career as a Trust and Estate Paralegal. You approach people with respect and always...


  • Petaluma, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Petaluma, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Petaluma, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Petaluma, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...