Tax Pro & Advisor — Digital Returns & Guidance

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

Job summary

Strive Solutions in Santa Ana, CA seeks a Tax Professional to prepare and review federal and state returns for individuals and small businesses using digital platforms.

You will analyze financial data, provide clear tax guidance through digital channels, stay current on changing tax regulations, and collaborate with product teams to enhance data-driven, cloud-based tax solutions. This role demands accuracy, timely communication, and a commitment to customer service excellence.

Qualifications

• Strong knowledge of federal and state tax rules and filings.
• Ability to analyze financial data to determine tax implications.
• Excellent written communication for digital customer support.
• Detail-oriented with a focus on accuracy and compliance.
• Eager to stay updated with changing tax regulations.

Responsibilities

• Prepare and review federal and state tax returns for individuals and small businesses.
• Research and interpret complex tax issues.
• Explain tax guidance clearly for digital customers.
• Stay current on evolving tax regulations.
• Collaborate with product teams to improve cloud-based tax solutions.

Skills

Federal tax

State tax

Tax research

Financial analysis

Clear communication

Job description

Strive Solutions in Santa Ana, CA seeks a Tax Professional to prepare and review federal and state returns for individuals and small businesses using digital platforms.

You will analyze financial data, provide clear tax guidance through digital channels, stay current on changing tax regulations, and collaborate with product teams to enhance data-driven, cloud-based tax solutions. This role demands accuracy, timely communication, and a commitment to customer service excellence.