Tax Preparer

Strive Solutions; Yorba Linda (CA); À distance; USD 55 000 - 75 000; Plein temps

Résumé du poste

Strive Solutions is seeking a Tax Associate to provide virtual tax support to customers, helping them file accurately and confidently. You will review documents, prepare returns, and guide users through tax software.

In a collaborative, data-driven environment, you will explain credits and deductions, research regulations, and maintain detailed records of each customer interaction to ensure compliance and high-quality service.

Qualifications

• Proficient in individual tax preparation and credits/deductions.
• Familiar with IRS/state tax rules and compliance.
• Ability to explain tax concepts clearly to customers.
• Strong attention to detail and accuracy.
• Capable of documenting interactions and maintaining records.

Responsabilités

• Review customer financial documents and prepare/verify individual tax returns.
• Guide users through tax software, explaining credits, deductions, and rules.
• Research complex tax questions to ensure regulatory compliance.
• Document each customer interaction and maintain thorough records.
• Collaborate in a data-driven environment to improve outcomes.

Connaissances

Individual tax preparation

IRS/state tax rules

Clear explanation to customers

Detail-oriented and compliant

Documentation and communication

Description du poste

Tax Associate

provides virtual tax support to customers, helping them file accurately and confidently.

Responsibilities

• Review customer financial documents and prepare and verify individual tax returns.
• Guide users through tax software, explaining credits, deductions, and applicable IRS/state requirements in clear language.
• Research complex tax questions to ensure responses are accurate and compliant with current regulations.
• Document each customer interaction and maintain thorough records.
• Work in a collaborative, data-driven environment to improve customer outcomes.

Qualifications & Skills

• Strong knowledge of individual tax preparation, credits, deductions, and IRS/state rules.
• Ability to explain tax concepts clearly and provide customer-focused guidance.
• Detail-oriented with strong accuracy and compliance mindset.
• Comfort researching and applying current tax regulations to customer scenarios.
• Effective communication and documentation skills.