Tax Preparer

Strive Solutions; Palm Springs (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Strive Solutions in Palm Springs, CA seeks an Experienced Tax Professional to provide accurate tax preparation for individuals and small businesses. You will conduct in-depth client interviews, review financial documents, and prepare and e-file federal and state returns using professional tax software.

Identify eligible credits and deductions, ensure compliance with IRS/state regulations, and explain outcomes to clients.

Qualifications

• Strong knowledge of federal and state tax rules and compliance.
• Proficiency with professional tax software and accurate return preparation.
• Excellent interview, analytical, and documentation review skills.
• Client-service focus with the ability to communicate clearly.
• Ability to handle inquiries related to notices and audits professionally.

Responsibilities

• Provide accurate, client-focused tax preparation for individuals and small businesses.
• Conduct in-depth client interviews and review financial documents.
• Prepare and e-file federal and state tax returns using professional software.
• Identify eligible credits, deductions, and tax-saving opportunities.
• Explain filing outcomes clearly to clients and support them during notices or audits.
• Collaborate with a team and participate in ongoing training.

Skills

Tax knowledge

Tax software

Interviewing

Analytical

Client communication

Job description

Experienced Tax Professional

Provide accurate, client-focused tax preparation for individuals and small businesses. Conduct in-depth client interviews, review and analyze financial documents, and prepare and e-file federal and state tax returns using professional tax software.

Key Duties

• Identify eligible credits, deductions, and tax-saving opportunities
• Ensure complete compliance with IRS and applicable state tax regulations
• Clearly explain complex tax concepts and filing outcomes to clients
• Support clients during notices or audits with appropriate documentation and guidance
• Collaborate with a team-oriented environment and participate in ongoing training

Qualifications & Skills

• Strong knowledge of federal and state tax rules and compliance requirements
• Proficiency with professional tax software and accurate return preparation
• Excellent interview, analytical, and documentation review skills
• Client-service focus with the ability to communicate clearly
• Ability to handle inquiries related to notices and audits professionally