Tax Advisor

Strive Solutions; Mission Viejo (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Strive Solutions is seeking a Tax Preparer & Tax Advisor (Retail) to assist in-person customers with accurate tax returns and personalized tax guidance. You will perform planning, calculations, and product support using TurboTax while building lasting client relationships in the local community.

The role emphasizes attention to detail, strong communication, and the ability to explain complex tax concepts clearly to individuals and small businesses.

Qualifications

• Experience with individual and business tax returns.
• Strong command of deductions, credits, and tax planning concepts.
• Excellent communication and customer service skills.
• Attention to detail and accuracy in financial documents.

Responsibilities

• Prepare and review individual and business tax returns.
• Provide tailored deductions, credits, and tax planning guidance.
• Assist customers with TurboTax and product support.
• Build strong client relationships and deliver top customer service.
• Participate in local outreach and community marketing.

Skills

Tax preparation knowledge

Customer service

Communication

Organizational skills

Advisory guidance

Tools

TurboTax

Job description

Tax Preparer & Tax Advisor (Retail)

Prepare accurate tax returns for in-person customers and provide personalized tax advice, planning, calculations, and product support using TurboTax.

Key Responsibilities

• Complete and review individual and business tax returns with attention to detail.
• Offer tailored guidance to help clients identify eligible deductions and credits.
• Perform tax-related planning and calculations to support clients' financial goals.
• Provide TurboTax product assistance to customers as needed.
• Build strong client relationships and deliver an excellent customer experience.
• Participate in local outreach and marketing to increase community engagement.

Qualifications & Skills

• Strong understanding of tax preparation, deductions, and tax planning concepts.
• Comfort using tax software and supporting customers with product guidance.
• Excellent communication and customer service skills.
• Strong organizational skills and accuracy in preparing financial documents.
• Ability to engage with individuals and businesses and provide actionable advice.