Retail Tax Advisor

Strive Solutions; Simi Valley (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Strive Solutions in Simi Valley seeks a Tax Preparer & Client Support specialist to perform in-person tax return preparation, planning, and personalized guidance, using TurboTax products to assist clients.

You will build relationships with local clients through outreach and community engagement, delivering accurate calculations and clear explanations of tax options.

Qualifications

• Strong knowledge of tax preparation and tax concepts.
• Excellent client communication and relationship-building skills.
• Attention to detail and accuracy in calculations.
• Ability to explain tax information clearly and professionally.
• Comfort providing product support for tax software.

Responsibilities

• Prepare accurate tax returns based on client information
• Provide individualized tax advice, planning, and calculations
• Answer tax questions and help clients understand options
• Support customers with TurboTax product guidance
• Build relationships with local clients through outreach and marketing
• Support community engagement efforts to attract and retain clients

Skills

Tax prep

Client communication

Attention to detail

Explain tax concepts

Product support

Tools

TurboTax

Job description

Tax Preparer & Client Support

Provide in-person tax return preparation and personalized tax guidance. Perform tax planning, calculations, and offer tailored advice to help clients improve financial outcomes. Deliver support for tax-related questions and assist customers using TurboTax products.

Tax Preparer & Client Support

Provide in-person tax return preparation and personalized tax guidance. Perform tax planning, calculations, and offer tailored advice to help clients improve financial outcomes. Deliver support for tax-related questions and assist customers using TurboTax products.

Key Duties

• Prepare accurate tax returns based on client information
• Provide individualized tax advice, planning, and calculations
• Answer tax questions and help clients understand options
• Support customers with TurboTax product guidance
• Build relationships with local clients through outreach and marketing
• Support community engagement efforts to attract and retain clients

Qualifications & Skills

• Strong knowledge of tax preparation and tax concepts
• Excellent client communication and relationship-building skills
• Attention to detail and accuracy in calculations
• Ability to explain tax information clearly and professionally
• Comfort providing product support for tax software