Tax Preparer

Strive Solutions; Georgetown (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Strive Solutions in Georgetown, TX is seeking a Tax Associate to prepare accurate, compliant individual and small-business tax returns. You will review client financial documents, apply federal and state tax rules, and identify potential tax-saving opportunities.

You will explain outcomes, deductions, credits, and available options in clear, client-friendly terms, while maintaining strict compliance with regulations and firm standards.

Qualifications

• Experience with tax preparation of individual and small-business returns.
• Knowledge of federal and state tax rules.
• Ability to learn and apply tax software/tools.

Responsibilities

• Prepare and file tax returns that follow federal and state requirements.
• Verify documentation accuracy and completeness.
• Research and apply tax rules to identify potential tax-saving opportunities.
• Educate clients on tax results and next-step choices.
• Maintain compliance with relevant regulations and company standards.
• Collaborate with an office team to deliver consistent client service.

Skills

Tax preparation

Tax compliance

Detail-oriented

Client communication

Tax software

Tools

Tax software

Job description

Tax Associate to prepare accurate, compliant, client-focused individual and small-business tax returns. Responsibilities include reviewing client financial documents, using professional tax tools, and explaining tax outcomes, deductions, credits, and available options in clear, client-friendly terms.

Key Duties

• Prepare and file tax returns that follow federal and state requirements
• Verify documentation accuracy and completeness
• Research and apply tax rules to identify potential tax-saving opportunities
• Educate clients on tax results and next-step choices
• Maintain compliance with relevant regulations and company standards
• Collaborate with an office team to deliver consistent client service

Qualifications & skills: Strong tax preparation and compliance mindset, attention to detail, ability to learn and apply tax software/tools, and clear communication skills for explaining tax concepts to clients.