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Client advisor • pasadena ca

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Block Advisor Tax Advisor

H&R BlockGlendale, CA, United States
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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 ...[internal_linking.show_more]

Private Client Advisor

Mercer FranceGlendale, CA, United States
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Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...[internal_linking.show_more]

Private Client Advisor

International Search ConsultantsLos Angeles, CA, United States
[job_card.full_time]

Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth ...[internal_linking.show_more]

Client Associate

JobotLos Angeles, California, US
[job_card.full_time]

Client Associate – Wealth Management for Professional Athletes This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.S...[internal_linking.show_more]

Client Manager

U.S. BancorpLos Angeles, CA, United States
[job_card.full_time]

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[internal_linking.show_more]

Client Advisor

ACRISUREGLENDALE, CA
[job_card.full_time]

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Private Client Advisor

Henley & PartnersLos Angeles, CA, United States
[job_card.full_time]

As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.Why choose Henley...[internal_linking.show_more]

Advisor

Aveson Charter SchoolAltadena, CA, USA
[job_card.full_time]
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Teachers take on the role of and are referred to as Advisors.Advisors are responsible for working with students along a learning and teaching continuum to develop instruction that aligns with our P...[internal_linking.show_more]

Client Advisor - Pasadena

Tiffany & Co.Pasadena, CA, United States
[job_card.full_time]

We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...[internal_linking.show_more]

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Asset Management - Internal Client Advisor Independent Broker Dealer - Associate

ChaseLos Angeles, CA, United States
[job_card.full_time]

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions.Our wide array of fi...[internal_linking.show_more]

Asset Management - Internal Client Advisor Independent Broker Dealer - Associate

JPMorgan ChaseLos Angeles, CA, United States
[job_card.full_time]

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions.Our wide array of fi...[internal_linking.show_more]

Client Executive - Private Client Services

Alliant Insurance ServicesLos Angeles, CA, United States
[job_card.full_time]

Job Opportunity At Alliant Insurance Services.Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms.We operate through a network of ...[internal_linking.show_more]

Private Client Advisor

US012 Marsh & McLennan Agency LLCWest th,Los Angeles
[job_card.full_time]

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful w...[internal_linking.show_more]

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®Los Angeles, CA, US
[job_card.full_time]
[filters_job_card.quick_apply]

Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship ...[internal_linking.show_more]

Work From Home - Client Benefits Advisor

Global EliteLos Angeles, CA, United States
[job_card.full_time]

Join a fast-growing, tech-driven organization looking for innovative individuals to help take the team to the next level.Typical day-to-day tasks include:.Conducting virtual consultations with clie...[internal_linking.show_more]

Client Advisor #2241

Pivotal Talent SearchLos Angeles, CA, United States
[job_card.full_time]

Prefer candidates candidates that speak Korean, Japanese or Mandarin.Welcomes clients warmly and ensures a professional environment.Engages clients to assist, respond to inquiries, and provide expe...[internal_linking.show_more]

Private Client Advisor

Community BankLos Angeles, CA, United States
[job_card.full_time]

Exact compensation may vary based on skills, experience and/or education, and location.This position is also eligible for commission.Essential Duties and Responsibilities.Complies with and stays ab...[internal_linking.show_more]

Remote Client Advisor

AO Globe LifeLos Angeles, CA, US
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[job_card.full_time]
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AO Globe Life is hiring qualified, mission-driven professionals to support veterans and their families through structured virtual consultations.This fully remote opportunity is designed for individ...[internal_linking.show_more]

Private Client Advisor II

Bank of AmericaLos Angeles, CA, United States
[job_card.full_time]

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro...[internal_linking.show_more]

Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockGlendale, CA, United States
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H&R Block 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, you'll build client relationships that will grow stronger every year.

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll 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
  • Bachelor's 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
  • 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 you're 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.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$11.00 - $80.00/Hr.

Sponsored Job #6551