Tax Return Specialist – Client-Focused & Compliance Expert

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

Job summary

Strive Solutions in Palm Springs, CA, seeks an Experienced Tax Professional to deliver accurate tax preparation for individuals and small businesses. You will conduct client interviews, review documents, and prepare federal and state returns.

The role requires strong tax knowledge, attention to detail, and proficiency with tax software and e-filing. You will explain tax concepts to clients, support audits, and stay updated with IRS regulations.

Qualifications

• Strong tax knowledge and accuracy in return preparation.
• Excellent document analysis and client interview skills.
• Proficiency with professional tax software and e-filing processes.
• Detail-oriented approach to compliance and documentation.
• Ability to communicate clearly and professionally with clients.

Responsibilities

• Conduct in-depth client interviews and review financial documents.
• Prepare and e-file federal and state tax returns using professional tax software.
• Identify applicable credits, deductions, and tax-saving opportunities.
• Ensure complete compliance with IRS and state tax regulations.
• Explain complex tax concepts clearly and provide guidance to clients.
• Support clients with notices or audits and assist with resolution efforts.
• Maintain and improve tax, compliance, and client-service knowledge through ongoing training.

Skills

Tax knowledge

Document analysis

Client interviews

E-filing

Attention to detail

Communication

Tools

Professional tax software

Job description

Strive Solutions in Palm Springs, CA, seeks an Experienced Tax Professional to deliver accurate tax preparation for individuals and small businesses. You will conduct client interviews, review documents, and prepare federal and state returns.

The role requires strong tax knowledge, attention to detail, and proficiency with tax software and e-filing. You will explain tax concepts to clients, support audits, and stay updated with IRS regulations.