Tax Preparer

Strive Solutions; Fullerton (CA); Remote; USD 85,000 - 125,000; Full time

Job summary

Strive Solutions is seeking a Tax Expert to provide trusted tax guidance for individuals and small business customers via virtual support channels.

You will analyze tax situations, prepare and review returns, and resolve complex questions using current IRS knowledge while leveraging cloud-based tools. A collaborative, customer-focused approach is essential for ongoing product improvements and learning.

Qualifications

• Strong understanding of IRS regulations and tax prep/review processes.
• Ability to interpret complex tax scenarios and provide clear guidance.
• Excellent communication and problem-solving skills for virtual support.

Responsibilities

• Analyze tax situations for individuals and small businesses to provide accurate guidance.
• Prepare, review, and validate tax returns.
• Resolve complex tax questions using up-to-date IRS knowledge and best practices.
• Utilize data-driven, cloud-based tools to support recommendations and outcomes.
• Collaborate with cross-functional teams, share insights, and contribute to product improvements.
• Continuously learn, stay current on tax regulations, and support an inclusive team environment.

Skills

IRS regulations knowledge

Tax preparation/review

Communication skills

Problem solving

Collaboration with product teams

Tools

Cloud-based tax tools

Job description

Tax Expert

providing trusted tax guidance for individual and small business customers through virtual support channels.

Key Responsibilities

• Analyze individual and small business tax situations to deliver accurate, customer-focused guidance.
• Prepare, review, and validate tax returns.
• Resolve complex tax questions using up-to-date IRS knowledge and best practices.
• Use data-driven, cloud-based tools to support recommendations and maximize outcomes.
• Collaborate with cross-functional teams, share insights, and contribute to product and solution improvements.
• Continuously learn, stay current on tax regulations, and support an inclusive team environment.

Qualifications & Skills

• Strong understanding of IRS regulations and tax preparation/review processes.
• Ability to interpret complex tax scenarios and provide clear guidance.
• Proficiency with cloud-based, data-driven tax tools and documentation.
• Excellent communication and problem-solving skills for virtual customer support.
• Collaborative mindset and willingness to share insights with product teams.