Tax Preparer

Strive Solutions; Garden Grove (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Strive Solutions in Garden Grove, CA is seeking a tax assistant to help customers prepare federal and state tax returns in an onsite retail setting using TurboTax. You will provide guidance, gather necessary information, and assist customers with filing steps while building local client relationships.

Ideal candidates are comfortable with tax software, detail-oriented, and capable of delivering clear tax guidance and excellent customer service in a fast-paced environment.

Qualifications

• Experience with federal and state tax returns.
• Ability to advise and guide customers.
• Detail-oriented data gathering and return review.
• Strong communication and customer service skills.
• Comfort with tax software and troubleshooting questions.

Responsibilities

• Prepare and file federal and state tax returns for individual and business customers.
• Provide accurate tax guidance and support tax planning decisions.
• Identify eligible deductions, credits, and other tax-saving opportunities.
• Help customers effectively use TurboTax products and understand filing steps.
• Deliver personalized support across various tax situations.
• Build local client relationships through customer outreach and service.

Skills

Tax knowledge

Customer service

Attention to detail

Communication

TurboTax guidance

Tools

TurboTax

Job description

Role: Assist customers with preparing federal and state tax returns in an onsite retail setting using TurboTax.

Key Responsibilities

• Prepare and file federal and state tax returns for individual and business customers.
• Provide accurate tax guidance and support tax planning decisions.
• Identify eligible deductions, credits, and other tax-saving opportunities.
• Help customers effectively use TurboTax products and understand filing steps.
• Deliver personalized support across a variety of tax situations.
• Build local client relationships through customer outreach and service.

Qualifications & Skills

• Strong knowledge of federal and state tax preparation concepts.
• Ability to provide clear, reliable tax advice and guidance.
• Detail-oriented approach to gathering information, reviewing returns, and ensuring accuracy.
• Good communication and customer service skills.
• Comfort assisting with tax software and troubleshooting customer questions.