Tax Expert

Strive Solutions; Riverside (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Strive Solutions is seeking a tax professional to prepare individual and business tax returns and provide expert tax guidance for clients at our Riverside location. You will help optimize deductions and offer planning insight while supporting customers through the filing process.

The role emphasizes client-focused service, using TurboTax products and strong communication to build relationships in the local community and deliver in-person or video consultations at the retail site.

Qualifications

• Experience preparing individual and business tax returns.
• Knowledge of tax software and filing requirements.
• Ability to provide tax planning advice.
• Strong client communication and service orientation.

Responsibilities

• Prepare individual and business tax returns.
• Provide tax advice and proactive tax planning.
• Identify deductions and potential tax savings.
• Assist customers using TurboTax products.
• Build relationships with local clients through community outreach.
• Deliver personalized customer service in person and via video at a retail location.

Skills

Tax concepts

Client analysis

Customer service

Tax software

Relationship building

Tools

TurboTax

Job description

Role Summary

Prepare accurate individual and business tax returns, using TurboTax products, while providing sound tax advice and planning. Identify eligible deductions and other tax opportunities to help clients maximize benefits. Support customers throughout the filing process, offering guidance tailored to their needs.

Prepare accurate individual and business tax returns, using TurboTax products, while providing sound tax advice and planning. Identify eligible deductions and other tax opportunities to help clients maximize benefits. Support customers throughout the filing process, offering guidance tailored to their needs.

Key Duties

• Prepare individual and business tax returns
• Provide tax advice and proactive tax planning
• Identify deductions and other potential tax savings
• Assist customers using TurboTax products
• Build relationships with local clients through community outreach
• Deliver personalized customer service in person and via video at a retail location

Qualifications & Skills

• Strong understanding of tax preparation and tax concepts
• Ability to analyze client information and recommend appropriate actions
• Customer-focused communication and service skills
• Comfort using tax software and supporting customers through the process
• Professional relationship-building through outreach and direct client interaction