Tax Advisor

2 months ago


Boca Raton, Florida, 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 play a critical role in providing expert tax guidance and support to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.
  • Conduct tax interviews and prepare tax returns for individuals and small businesses.
  • Provide tax planning and audit support to clients to ensure compliance with tax laws and regulations.
  • Identify opportunities to sell additional products and services to clients to drive business growth.
  • Stay up-to-date with changes in tax laws and regulations to provide expert advice to clients.
Requirements
  • 5+ years of experience in tax preparation and planning.
  • Experience working with individual and small business tax returns.
  • Strong knowledge of tax laws and regulations.
  • 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 client service. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

About H&R Block

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing them with the expertise and support they need to succeed.


  • Tax Advisor

    2 weeks ago


    Boca Raton, 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.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Tax Manager

    2 weeks ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    {"h1": "Estate and Trust Tax Manager Role at Kaufman Rossin ","p": "At Kaufman Rossin, we prioritize our people and their development. We are seeking a Manager-level professional with Estate and Trust income taxation experience to join our dynamic team in Boca Raton. Our Estate and Trust group provides planning and tax compliance services to help our...

  • Tax Manager

    4 weeks ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    Unlock Your Potential as a Tax Manager at Kaufman RossinWe are seeking a highly skilled and experienced Tax Manager to join our dynamic team in Boca Raton. As a Tax Manager, you will play a critical role in leading client relationships, technical tax compliance and consulting work, and managing staff.Key Responsibilities:Manage annual compliance for estates...

  • Tax Manager

    1 month ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    About Kaufman RossinKaufman Rossin is a leading accounting firm that prioritizes its people, their development, and their well-being. We are celebrated as the Best Place to Work in South Florida, with a culture that reflects the diversity of our firm and clients.Job SummaryWe are seeking a Manager-level professional with Estate and Trust income taxation...

  • Tax Manager

    1 month ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    About Kaufman RossinKaufman Rossin is a leading accounting firm that prioritizes its people, their development, and their well-being. As one of the top accounting firms in the country, we have grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment...

  • Financial Advisor

    2 weeks ago


    Boca Raton, Florida, United States NFP Full time

    Job Title: Wealth AdvisorWealthspire Advisors is a leading independent registered investment advisory firm seeking a highly skilled Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in collaborating with our team to provide exceptional wealth management and financial planning services to our high net-worth clients and their...

  • Tax Manager

    2 weeks ago


    Boca Raton, Florida, United States Kaufman Rossin Full time

    About the RoleKaufman Rossin is seeking a seasoned Manager-level professional to lead our Estate and Trust taxation team in Boca Raton. As a key member of our dynamic team, you will be responsible for managing client relationships, technical tax compliance, and consulting work, as well as staff management.Key Responsibilities:Manage annual compliance for...


  • Boca Raton, Florida, United States Truist Financial Full time

    Job DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.Job SummaryServe as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through...


  • Boca Raton, Florida, United States Florida Atlantic University Full time

    Job SummaryWe are seeking a highly motivated and organized Recruiter and Community Outreach Specialist to join our team at Florida Atlantic University. The successful candidate will be responsible for developing and implementing recruitment strategies to attract and convert prospective students to meet admissions goals.Key ResponsibilitiesCommunicate with...


  • Boca Raton, Florida, United States Singer Wealth Full time

    Job Title: Licensed Trader/Operations SpecialistAbout the Role:We are seeking a highly skilled Licensed Trader/Operations Specialist to join our team at Singer Wealth. As a key member of our operations team, you will be responsible for executing trades, managing investment portfolios, and providing exceptional support to our financial advisors.Key...

  • Licensed Trader

    2 weeks ago


    Boca Raton, United States Singer Wealth Full time

    Licensed Trader/Operations SpecialistBoca Raton Florida based RIA Wealth Management firm is seeking a licensed Trader/Operations Specialist to join our team. The ideal candidate should have a solid understanding of investment products, financial plans, and alternative investments; along with an extensive background in executing trades in all asset...

  • Licensed Trader

    2 weeks ago


    boca raton, United States Singer Wealth Full time

    Licensed Trader/Operations SpecialistBoca Raton Florida based RIA Wealth Management firm is seeking a licensed Trader/Operations Specialist to join our team. The ideal candidate should have a solid understanding of investment products, financial plans, and alternative investments; along with an extensive background in executing trades in all asset...

  • Licensed Trader

    2 weeks ago


    boca raton, United States Singer Wealth Full time

    Licensed Trader/Operations SpecialistBoca Raton Florida based RIA Wealth Management firm is seeking a licensed Trader/Operations Specialist to join our team. The ideal candidate should have a solid understanding of investment products, financial plans, and alternative investments; along with an extensive background in executing trades in all asset...

  • Licensed Trader

    2 weeks ago


    Boca Raton, United States Singer Wealth Full time

    Licensed Trader/Operations SpecialistBoca Raton Florida based RIA Wealth Management firm is seeking a licensed Trader/Operations Specialist to join our team. The ideal candidate should have a solid understanding of investment products, financial plans, and alternative investments; along with an extensive background in executing trades in all asset...


  • Boca Raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...


  • Boca Raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...


  • Boca Raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...


  • Boca Raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...


  • boca raton, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for an Associate Wealth Manager. This individual will be helping grow the firm. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, supporting client meetings, and participating in...


  • Boca Raton, United States Cozen O'Connor P.C. Full time

    The Boca Raton office of Cozen O’Connor is seeking a full-time Probate and Trust Paralegal to join the Private Client Services group. The candidate should have a minimum of 3-5 years paralegal experience in Probate and Trust Administration. The candidate should have strong communication, organizational and interpersonal skills and be comfortable...


  • boca, United States TWM Executive Search Full time

    Top-tier financial services firm seeks a Sr. Wealth Strategist to join their Wealth Planning Team in Florida.Play a key role in the development and integration of wealth planning as a core part of the client relationshipMaintain extensive contact with clients to provide the highest level of serviceWork closely with Financial Advisors to efficiently utilize...