Tax Preparer & Advisor (Individuals and Small Businesses)

Strive Solutions; Lake Forest (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Strive Solutions is seeking a Tax Professional to deliver accurate tax preparation and advisory services for individuals and small businesses using leading digital platforms.

You will prepare and review federal and state returns, interpret regulations, and provide clear, customer-friendly guidance through digital channels, while researching complex questions and staying current on evolving tax laws. You will also collaborate with product teams to improve data-driven, cloud-based tax solutions.

Qualifications

• Strong knowledge of federal and state tax preparation and compliance.
• Ability to interpret regulations and apply them accurately to customer situations.
• Analytical skills for reviewing financial documents and tax returns.
• Clear communication skills for explaining tax concepts to customers.
• Detail-oriented and committed to accuracy and quality.
• Comfort working in a digital, platform-based environment.

Responsibilities

• Prepare and review federal and state tax returns for customers.
• Analyze financial data to support correct filing and outcomes.
• Provide clear, customer-friendly guidance through digital channels.
• Research and resolve complex tax questions and edge cases.
• Stay current on evolving tax laws, regulations, and filing requirements.
• Collaborate with product teams to improve data-driven, cloud-based tax solutions.

Skills

Federal tax

State tax

Regulatory interpretation

Analytical skills

Communication skills

Detail oriented

Digital platforms

Job description

Tax Professional responsible for providing accurate tax preparation and advisory services for individuals and small businesses using leading digital platforms.

Key Responsibilities

• Prepare and review federal and state tax returns for customers.
• Analyze financial data to support correct filing and outcomes.
• Provide clear, customer-friendly guidance through digital channels.
• Research and resolve complex tax questions and edge cases.
• Stay current on evolving tax laws, regulations, and filing requirements.
• Collaborate with product teams to improve data-driven, cloud-based tax solutions.

Qualifications & Skills

• Strong knowledge of federal and state tax preparation and compliance.
• Ability to interpret regulations and apply them accurately to customer situations.
• Excellent analytical skills for reviewing financial documents and tax returns.
• Clear communication skills for explaining tax concepts to customers.
• Detail-oriented approach and commitment to accuracy and quality.
• Comfort working in a digital, platform-based environment.