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Client advisor • indianapolis in

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Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockIndianapolis, IN, US
[job_card.full_time]
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more][last_updated.last_updated_30]
Safety Advisor

Safety Advisor

Safety Management Group of IN IncIndianapolis, IN, United States
[job_card.full_time]
Safety Management Group passionately provides expert staff, training, technology, and resources to equip clients with the ability to successfully protect people, property, and the environment.Our s...[show_more][last_updated.last_updated_variable_days]
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Retirement Client Advisor

Retirement Client Advisor

Indianapolis StaffingIndianapolis, IN, US
[job_card.full_time]
Retirement Client Advisor-Dallas-Ft.The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary ...[show_more][last_updated.last_updated_variable_days]
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Service Advisor

Service Advisor

Hubler NissanIndianapolis, IN, US
[job_card.full_time]
Hubler Automotive Group is focused on creating an amazing work environment for our employees because we realize that they are our greatest asset! Over the years our employees have helped us be...[show_more][last_updated.last_updated_30]
Private Client Advisor

Private Client Advisor

KeyBankIndianapolis, IN
[job_card.full_time]
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts.The Advisor will...[show_more][last_updated.last_updated_30]
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Client Engagement Director

Client Engagement Director

EnsonoIndianapolis, IN, United States
[job_card.full_time]
Client Engagement DirectorRemote - United StatesJR012567.Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things. We enable our clients to achieve...[show_more][last_updated.last_updated_1_day]
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Benefits Advisor

Benefits Advisor

AflacIndianapolis, IN, US
[job_card.full_time]
Are you a people person? Do you work well in a team environment? If so, please give us a look!.We are searching for reliable, motivated individuals to support our growing sales team.This is a busin...[show_more][last_updated.last_updated_30]
Beauty Advisor

Beauty Advisor

Ulta BeautyIndianapolis, IN, United States
[job_card.full_time]
We consider applications for this position on an ongoing basis.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences-for true beauty enthusiasts.A...[show_more][last_updated.last_updated_variable_days]
Advisor / Senior Advisor Downstream Purification Development

Advisor / Senior Advisor Downstream Purification Development

Eli Lilly and CompanyIndianapolis, Indiana, United States
[job_card.full_time]
At Lilly, we unite caring with discovery to make life better for people around the world.We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work...[show_more][last_updated.last_updated_variable_days]
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Client Rep

Client Rep

TurboTaxIndianapolis, IN, US
[job_card.full_time]
Work from home with TurboTax Product Expert Get paid $18.Get a $405 Certification bonus³ Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sund...[show_more][last_updated.last_updated_variable_hours]
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Sr Advisor

Sr Advisor

Indiana StaffingIndianapolis, IN, US
[job_card.full_time]
Public Consulting Group MTSS Services Director.Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, educa...[show_more][last_updated.last_updated_variable_hours]
Client Growth Advisor

Client Growth Advisor

VirtualVocationsSouthport, Indiana, United States
[job_card.full_time]
A company is looking for a Client Growth Advisor responsible for managing client relationships and ensuring customer satisfaction. Key Responsibilities Retain client accounts through effective cam...[show_more][last_updated.last_updated_variable_days]
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Admissions Advisor

Admissions Advisor

Tricoci UniversityIndianapolis, IN, US
[job_card.full_time]
Exciting Career Opportunity : Admissions Advisor at Tricoci University of Beauty Culture!.Tricoci University is looking for an energetic and dedicated Admissions Advisor to join our team.In this vit...[show_more][last_updated.last_updated_variable_days]
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Safety Advisor

Safety Advisor

Safety Management GroupIndianapolis, IN, United States
[job_card.full_time]
SMG is a nationally recognized professional service organization that provides workplace safety consulting, training, staffing, program planning, and implementation. We offer a comprehensive benefit...[show_more][last_updated.last_updated_variable_days]
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Financial Advisor

Financial Advisor

Edward JonesIndianapolis, IN, US
[job_card.full_time]
[show_more][last_updated.last_updated_30]
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Financial Advisor

Financial Advisor

CFSIndianapolis, Indiana, United States
[job_card.full_time]
Title : Financial Advisor Location : Indianapolis, IN $80,000-$120,000 depending on experience.We are seeking a motivated and experienced Financial Advisor to join our growing team.The ideal candidat...[show_more][last_updated.last_updated_variable_days]
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Financial Advisor

Financial Advisor

ThriventIndianapolis, IN, US
[job_card.full_time]
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people y...[show_more][last_updated.last_updated_30]
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Support Advisor

Support Advisor

ARTISTRY WEALTH, LLCIndianapolis, IN, US
[job_card.full_time]
Support Advisor (Path to Lead Advisor) – Indianapolis, IN.We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team.This role works directly a...[show_more][last_updated.last_updated_variable_days]
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Client Acquisition Manager

Client Acquisition Manager

CRM PropertiesIndianapolis, IN, United States
[job_card.full_time]
CRM Properties is seeking their next Client Acquisition Manager.This is a sales role where this individual plays a critical role in the business and drives company growth by converting property man...[show_more][last_updated.last_updated_variable_days]
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockIndianapolis, IN, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Tax Advisor

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, youll build client relationships that will grow stronger every year.

Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

It Would Be Even Better If You Also Had...

  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and / or marketing experience
  • Bachelors degree in accounting or related field

What You'll Bring To The Team...

  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducting tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
  • Grow your tax expertise
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment
  • or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

    • Why Work For Us

    At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program , BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

    • The Community You Will Join :

    At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

    You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

    H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    If youre looking to make an impact, H&R Block is the place for you.

  • Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

    • Sponsored Job #14425