Tax Pro: Individuals & Small Businesses

Strive Solutions

Black Mountain (NC)

On-site

USD 45,000 - 70,000

Full time

2 days ago

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Job summary

Strive Solutions in North Carolina is seeking a Tax Associate to join our client-focused team. You will prepare accurate individual and small-business returns using professional tools and standardized processes.

You will review client financial documents for completeness and accuracy, apply IRS and state regulations, explain results and filing options to clients, identify tax-saving opportunities, and maintain thorough documentation while collaborating with the office team to ensure a smooth

Qualifications

Strong tax knowledge across individuals and small businesses.
Ability to interpret IRS and state tax regulations with accuracy.
Excellent client communication and documentation skills.
Experience using professional tax software and client documentation.

Responsibilities

Prepare individual and small-business tax returns using professional tools.
Review client financial documents to ensure completeness and accuracy.
Apply IRS and applicable state tax regulations to support compliance.
Explain tax results, filing options, and potential next steps clearly to clients.
Identify potential tax-saving opportunities and assist clients in making informed decisions.
Maintain quality and documentation standards throughout the preparation process.
Collaborate with an office team to support a smooth client experience.