Tax Advisor

Strive Solutions; Mount Pleasant (SC); On-site; USD 45,000 - 75,000; Full time

Job summary

Strive Solutions in Mount Pleasant, SC is seeking an experienced tax professional to provide expert tax preparation and advisory services for individuals and small businesses. You will conduct client interviews, analyze data, and prepare federal, state, and local returns using tax software and digital tools.

You will explain complex tax concepts, identify deductions and credits with proper documentation, ensure compliance and accuracy, and build lasting client relationships to support informed

Qualifications

• Experience preparing federal, state, and local returns.
• Ability to explain tax concepts clearly to clients.
• Strong documentation and accuracy in tax work.

Responsibilities

• Conduct client interviews to gather financial information.
• Analyze data and prepare federal, state, and local returns.
• Explain deductions, credits, and options to clients.
• Identify legitimate deductions with proper documentation.
• Ensure returns comply with accuracy standards.
• Build client relationships and provide informed financial guidance.

Skills

Tax knowledge

Attention to detail

Client communication

Tax software proficiency

Tools

Tax software

Digital tools

Job description

Role: Provide expert tax preparation and advisory services to individuals and small businesses.

Key Responsibilities

• Conduct detailed client interviews to gather and verify financial information.
• Analyze data and prepare accurate federal, state, and local tax returns using tax software and digital tools.
• Explain complex tax concepts clearly and help clients understand options, deductions, and credits.
• Identify legitimate deductions and credits while ensuring proper documentation.
• Ensure returns meet compliance standards and accuracy requirements.
• Build client relationships and provide guidance that supports informed financial decisions.

Qualifications & Skills

• Strong knowledge of individual and small business tax preparation and compliance.
• Detail-oriented analysis of financial documents and tax information.
• Excellent communication skills for translating complex tax topics.
• Proficiency using tax preparation software and digital tools.
• Client-focused mindset and commitment to accuracy and documentation.