Tax Advisor (Individual & Small Business)

Strive Solutions; Evansville (IN); On-site; USD 52,000 - 66,000; Full time

Job summary

Strive Solutions is seeking a Tax Advisor to provide expert, client-focused tax preparation and guidance for individuals and small businesses. You will conduct client interviews, gather documents, and prepare accurate federal and state returns using tax software.

You will explain tax concepts clearly, identify credits and deductions, and offer practical planning strategies while maintaining strict confidentiality and collaborating with teammates during peak periods.

Qualifications

• Strong knowledge of federal and state tax preparation and compliance.
• Excellent communication skills with the ability to translate complex topics.
• Strong attention to detail to ensure accuracy and adherence to regulations.

Responsibilities

• Conduct client interviews and gather required financial documents and information.
• Prepare accurate, compliant federal and state tax returns using tax software and digital tools.
• Explain complex tax concepts clearly and help clients understand their tax outcomes.
• Identify applicable credits, deductions, and opportunities to reduce tax liability.
• Provide practical tax planning strategies to support informed financial decisions.
• Stay current on evolving tax rules and maintain strict client confidentiality.
• Collaborate with teammates to support consistent service and quality during high-demand periods.

Skills

Federal tax prep

Tax planning

Client interviewing

Tax software proficiency

Clear communication

Attention to detail

Confidentiality

Tools

Tax software

Job description

Tax Advisor providing expert, client-focused tax preparation and guidance for individuals and small businesses.

Key Duties

• Conduct client interviews and gather required financial documents and information.
• Prepare accurate, compliant federal and state tax returns using tax software and digital tools.
• Explain complex tax concepts clearly and help clients understand their tax outcomes.
• Identify applicable credits, deductions, and opportunities to reduce tax liability.
• Provide practical tax planning strategies to support informed financial decisions.
• Stay current on evolving tax rules and maintain strict client confidentiality.
• Collaborate with teammates to support consistent service and quality during high-demand periods.

Qualifications & Skills

• Strong knowledge of federal and state tax preparation and compliance.
• Excellent communication skills with the ability to translate complex topics.
• Strong attention to detail to ensure accuracy and adherence to regulations.
• Ability to work with tax software and digital tools efficiently.
• Professional integrity, confidentiality, and client service orientation.