Tax Advisor & Prep Specialist (In-Person)

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

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.