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Block Advisors Jobs in Indiana (NOW HIRING)

Grand Design RV

Retail Service Manager

Elkhart, IN

Meet with drop in customers and advise when needed. * Work with the service department to schedule ... block for all other relationships. * A ccountability - Holding each other to the highest ...

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Block Advisors information

See Indiana salary details

$11

$24

$43

How much do block advisors jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for block advisors in Indiana is $24.68, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $28.37 per hour, depending on experience, location, and employer.

How does a Block Advisors tax professional typically collaborate with clients and team members during tax season?

As a Block Advisors tax professional, you will work closely with clients to gather financial information, clarify tax concerns, and ensure accuracy in filings. Collaboration with other tax professionals and support staff is common, especially during peak tax season, to review complex returns and stay updated on the latest tax laws. You'll often participate in team meetings, share best practices, and leverage internal tools to streamline workflow. Successful professionals are proactive communicators who thrive in a fast-paced, client-focused environment.

What are the key skills and qualifications needed to thrive as a Block Advisors tax professional?

To excel as a Block Advisors tax professional, you need a strong understanding of tax laws, solid analytical skills, and typically a background in accounting or finance, along with relevant certifications like the IRS Enrolled Agent (EA) or CPA. Proficiency in tax preparation software, such as H&R Block’s proprietary tools, and familiarity with client management systems are essential. Outstanding customer service, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for accurately preparing tax returns, building client trust, and ensuring compliance with evolving tax regulations.

What is the difference between Block Advisors vs Tax Preparers?

AspectBlock AdvisorsTax Preparers
CredentialsGenerally require a preparer tax identification number (PTIN); some may have additional certificationsRequire PTIN; certifications vary, some may have credentials like EA or CPA
Work EnvironmentTypically work in retail locations or franchise offices during tax seasonWork in various settings including offices, retail locations, or independently
Employer & Industry UsagePart of H&R Block, focused on tax preparation services for individuals and small businessesEmployed by multiple firms or self-employed, providing tax prep services across industries

Block Advisors are specialized tax preparers working primarily within H&R Block's franchise system, often with specific training and certifications. Tax Preparers is a broader term that includes professionals working independently or for various firms, with varying credentials. While both prepare taxes, Block Advisors typically operate within a structured environment with brand-specific training, whereas Tax Preparers may have diverse work settings and certifications.

What is a Block Advisors?

Block Advisors is a tax preparation and business services company that specializes in helping individuals and small businesses with their tax needs. They offer personalized tax preparation, tax planning, bookkeeping, and payroll services. Block Advisors is a part of H&R Block and aims to provide year-round support to clients, ensuring compliance with tax laws and maximizing tax savings.
What are popular job titles related to Block Advisors jobs in Indiana? For Block Advisors jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Block Advisors jobs in Indiana look for? The top searched job categories for Block Advisors jobs in Indiana are:
What cities in Indiana are hiring for Block Advisors jobs? Cities in Indiana with the most Block Advisors job openings:
Block Advisors jobs near you
Infographic showing various Block Advisors job openings in Indiana as of July 2026, with employment types broken down into 51% Full Time, and 49% Part Time. Highlights an 100% In-person job distribution, with an average salary of $51,329 per year, or $24.7 per hour.

Investment Management Operations Coordinator

Goelzer Investment Management

Carmel, IN • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted 25 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off

We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment. The successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others. Above all, we are looking for a highly qualified individual who sees this as a tremendous opportunity for a long-term career at Goelzer and who will be passionately committed to continuous improvement.
Job Summary: The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems facilitate accurate and efficient trade execution and timely and reliable monitoring of client accounts. The IMOC will also serve as the primary contact point with custodians to ensure data integration and integrity.
Key Responsibilities:Trading
  • Design and implement model-based trading strategies across client accounts and households. Coordinate all trade activities, including block trades and trade allocation.
  • Identify, document, and assist in resolving trade exceptions and error corrections, as necessary Maintain required trade documentation and order records
  • Support trade reviews, execution quality analysis, and pricing validation as directed.

Reporting
  • Create and maintain reporting templates for our Private Client and Institutional teams.
  • Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary.
  • Act as a liaison between investment management, operations, technology, custodial partners, and external vendors.
  • Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians.
  • Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
  • Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner.
  • Drive continuous improvement of investment operations processes, data feeds, and system workflows.

Work Experience / Knowledge:
  • 5 or more years of professional working experience preferred.
  • Relevant experience in wealth management or related financial services required.
  • Operational level experience with portfolio accounting, reporting, and rebalancing software. Administrative experience with the Tamarac product suite, including Tamarac Portfolio Center, preferred.

Skills / Other Personal Attributes Required:
  • Dedication to professionalism, ethics, and confidentiality.
  • Proficiency with MS Office: Advanced Microsoft Excel, including lookup and reference functions, as well as the ability to extract and integrate data between different applications.
  • Passion for the industry and a constant desire to continually learn and research relevant subject matter.
  • Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
  • Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
  • Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:
  • Minimum requirements: 5 years of relevant operations and trading experience, or a bachelor's degree in finance or a related field with some Tamarac experience.
  • Series 65 or Series 66 + Series 7.

With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our Core Values:
  • Trust: We earn and uphold confidence by acting in the best interests of those we serve.
  • Integrity: We choose the difficult right over the easy wrong.
  • Respect: We value and seek understanding among different perspectives.
  • Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
  • Commitment: We are unwavering in our dedication to exceeding expectations.

Apply