Personal Tax Advisor - Returns & Planning

Strive Solutions; Berwyn (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Strive Solutions in Berwyn, IL seeks a diligent tax professional to prepare and review individual tax returns and provide clear guidance to clients. You will handle tax planning, calculations, and support related to tax software, ensuring accurate outcomes.

Respond to client questions, explain options, and help clients understand financial implications. The role includes community outreach and building long-term client relationships within the local area.

Qualifications

• Prepare and review tax returns with attention to detail and accuracy.
• Provide tailored tax advice based on individual client needs.
• Explain tax results in a clear, easy-to-understand manner.

Responsibilities

• Prepare and review tax returns with attention to detail and accuracy.
• Provide tailored tax advice and tax planning based on individual client needs.
• Perform tax calculations and explain results clearly.
• Support customers with tax software/product questions.
• Engage with local communities through outreach and marketing to build relationships.
• Assist clients in addressing tax concerns and improving financial decision-making.

Skills

Tax preparation

Client communication

Attention to detail

Education

Bachelor's degree in accounting or finance

Tools

Tax software

Job description

Strive Solutions in Berwyn, IL seeks a diligent tax professional to prepare and review individual tax returns and provide clear guidance to clients. You will handle tax planning, calculations, and support related to tax software, ensuring accurate outcomes.

Respond to client questions, explain options, and help clients understand financial implications. The role includes community outreach and building long-term client relationships within the local area.