In-Store Tax Pro: Prep, Planning & Compliance

Strive Solutions; Fullerton (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Strive Solutions seeks a Licensed Tax Accountant to provide expert in-store tax preparation and advisory services for individuals and small businesses in Fullerton, California. This role focuses on accurate federal and state tax returns and clear client guidance.

You will review financial documents, maximize deductions and credits, and explain tax outcomes face-to-face while maintaining strong client relationships and utilizing leading tax platforms.

Qualifications

• Must be licensed to prepare taxes.
• Solid knowledge of federal and state tax regulations.
• Strong attention to detail and accuracy.
• Ability to interpret financial documents and translate results for clients.
• Proficient with tax/financial tools and digital platforms.

Responsibilities

• Prepare and file federal and state tax returns using leading platforms.
• Review client financial documents to ensure tax compliance.
• Maximize eligible deductions and credits.
• Explain tax outcomes and advise on planning.
• Recommend solutions to support clients’ financial goals.
• Deliver face-to-face service and maintain client communication.

Skills

Licensed to prepare taxes

Strong knowledge of federal and state

Attention to detail

Interpret financial documents

Proficiency with tax tools

Job description

Strive Solutions seeks a Licensed Tax Accountant to provide expert in-store tax preparation and advisory services for individuals and small businesses in Fullerton, California. This role focuses on accurate federal and state tax returns and clear client guidance.

You will review financial documents, maximize deductions and credits, and explain tax outcomes face-to-face while maintaining strong client relationships and utilizing leading tax platforms.