Tax Preparer

Strive Solutions; Torrance (CA); Sur place; USD 30 000 - 50 000; Plein temps

Résumé du poste

Strive Solutions in Torrance, CA is seeking an In-store Tax Preparer (Client-Facing) to interview customers, collect tax data, and prepare federal and state individual income tax returns using approved software.

You will explain results clearly, answer client questions, and provide guidance to ensure compliance and confidence throughout the filing process. The role emphasizes accuracy, excellent service, and staying current with tax laws and product updates.

Qualifications

• Strong knowledge of individual tax preparation and compliance.
• Attention to detail and ability to produce accurate returns.
• Excellent customer service and clear communication skills.
• Comfort using tax preparation software and learning new tools.
• Integrity, continuous learning mindset, and collaborative approach.

Responsabilités

• Interview customers to gather relevant tax information.
• Review and verify supporting documentation for completeness and accuracy.
• Prepare individual tax returns using approved tools and processes.
• Explain findings and next steps in plain language to clients.
• Stay current on tax law changes and product updates.
• Collaborate with peers and remote experts on complex returns.
• Contribute to a positive, in-store experience.

Connaissances

Tax preparation

Attention to detail

Customer service

Communication

Tax software

Integrity

Continuous learning

Collaboration

Description du poste

In-store Tax Preparer (Client-Facing)

Interview customers, review financial documents, and prepare accurate federal and state individual income tax returns using tax software. Explain tax results clearly, answer client questions, and provide guidance to help customers feel confident while remaining fully compliant.

Key Duties

• Conduct customer interviews to gather relevant tax information


• Review and verify supporting documentation for completeness and accuracy


• Prepare individual tax returns using approved tools and processes


• Communicate findings and next steps in plain, understandable language


• Stay current on tax law changes and product updates


• Collaborate with peers and remote experts on complex returns


• Contribute to a positive, inclusive in-store experience

Qualifications & Skills

• Strong knowledge of individual tax preparation and compliance


• Attention to detail and ability to produce accurate returns


• Excellent customer service and clear communication skills


• Comfort using tax preparation software and learning new tools


• Integrity, continuous learning mindset, and collaborative approach