Tax Expert

Strive Solutions; Huntington Beach (CA); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Strive Solutions is seeking a Tax Associate to prepare and review individual and business tax returns, delivering precise filings and strategic tax planning. The role supports clients in person and via video, offering tailored guidance to minimize liabilities and maximize deductions.

Ideal candidates bring strong knowledge of tax rules, sharp analytical ability to identify deductions, and excellent communication skills for client-facing guidance.

Qualifications

• Proficient in tax preparation and filing with accuracy.
• Ability to analyze information, identify deductions, and minimize errors.
• Clear communication skills for guiding clients and explaining tax concepts.
• Proficient with tax software (TurboTax) and assisting customers.
• Customer-focused mindset with professionalism and trust.

Responsibilities

• Prepare and review tax returns for individuals and businesses
• Identify deductions and credits to improve client outcomes
• Provide tax advice, planning, and filing support using TurboTax
• Deliver personalized service both in person and via video
• Build relationships with local clients through outreach

Skills

Strong knowledge of tax preparation

Ability to analyze information andspot

Clear communication for client-facing

Comfort using tax software

Customer-focused with professionalism

Tools

TurboTax

Job description

Tax Associate (Retail, In-Person & Video)

Prepare individual and business tax returns, using TurboTax products to deliver accurate filings. Provide tax advice and tax planning to help customers minimize tax liability and maximize eligible deductions. Support customers with tax-related questions and guidance, ensuring a high-quality client experience.

Key Responsibilities

• Prepare and review tax returns for individuals and businesses


• Identify deductions and credits to improve client outcomes


• Provide tax advice, planning, and filing support using TurboTax


• Deliver personalized service both in person and via video


• Build relationships with local clients through outreach

Qualifications & Skills

• Strong knowledge of tax preparation and filing requirements


• Ability to analyze information, spot deductions, and reduce errors


• Clear communication skills for client-facing guidance


• Comfort using tax software (TurboTax) and assisting customers


• Customer-focused mindset with professionalism and trust