Senior Tax Advisor & Personal Tax Planner

Strive Solutions; Commerce (CA); On-site; USD 28,000 - 41,000; Full time

Job summary

Strive Solutions in California is seeking an in-person tax preparer to assist individual clients with tax preparation and guidance at a retail location. You will help clients navigate tax software and ensure accurate return filing.

The role emphasizes delivering tailored tax planning, identifying deductions, and maintaining high standards of client service within a local storefront setting.

Qualifications

• Strong knowledge of individual tax preparation and common filing scenarios.
• Ability to explain tax concepts clearly and personalize guidance.
• Comfort using tax preparation software and assisting customers with technical questions.
• Detail-oriented with a focus on accuracy and compliance.
• Excellent customer service and communication skills.

Responsibilities

• Prepare and review individual tax returns based on each client’s unique financial situation.
• Identify eligible deductions and credits.
• Deliver tailored tax-planning advice to support informed decisions.
• Provide software support and troubleshoot customer issues.
• Ensure high-quality, compliant returns and strong client service.
• Build lasting client relationships and participate in community outreach from a retail location.

Skills

Individual tax prep

Explain tax concepts

Tax software proficiency

Customer service

Attention to detail

Communication skills

Job description

Strive Solutions in California is seeking an in-person tax preparer to assist individual clients with tax preparation and guidance at a retail location. You will help clients navigate tax software and ensure accurate return filing.

The role emphasizes delivering tailored tax planning, identifying deductions, and maintaining high standards of client service within a local storefront setting.