Tax Pro & Client Savings Advisor

Strive Solutions; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Strive Solutions in Austin, TX seeks a Tax Preparer & Client Advisor to prepare and review individual tax returns, advise clients on tax matters, and ensure IRS compliance. The role emphasizes clear explanations of recommendations and adherence to company standards.

In-person, client-focused position requiring strong attention to detail and proficiency with digital tax tools. Collaboration with office teams and ongoing client support are key aspects of the role.

Qualifications

• Minimum experience in preparing individual tax returns.
• Successful completion of the Income Tax Course or Tax Knowledge Assessment.
• Strong knowledge of individual tax preparation and compliance.
• Excellent client communication and ability to explain tax recommendations.

Responsibilities

• Prepare and review individual income tax returns.
• Interview clients to understand tax situations and opportunities.
• Explain findings, recommendations, and potential tax savings clearly.
• Ensure returns meet IRS rules and internal quality standards.
• Provide support to clients and collaborate with office teams.
• Use tax software to complete returns.

Skills

Prior tax prep experience

Client communication

Detail-oriented

Digital tax tools

Education

Income Tax Course completion

Tools

Tax software

Job description

Strive Solutions in Austin, TX seeks a Tax Preparer & Client Advisor to prepare and review individual tax returns, advise clients on tax matters, and ensure IRS compliance. The role emphasizes clear explanations of recommendations and adherence to company standards.

In-person, client-focused position requiring strong attention to detail and proficiency with digital tax tools. Collaboration with office teams and ongoing client support are key aspects of the role.