Virtual Tax Associate: Accurate Returns & Clear Guidance

Strive Solutions; Yorba Linda (CA); Remote; USD 55,000 - 75,000; Full time

Job summary

Strive Solutions is seeking a Tax Associate to provide virtual tax support to customers, helping them file accurately and confidently. You will review documents, prepare returns, and guide users through tax software.

In a collaborative, data-driven environment, you will explain credits and deductions, research regulations, and maintain detailed records of each customer interaction to ensure compliance and high-quality service.

Qualifications

• Proficient in individual tax preparation and credits/deductions.
• Familiar with IRS/state tax rules and compliance.
• Ability to explain tax concepts clearly to customers.
• Strong attention to detail and accuracy.
• Capable of documenting interactions and maintaining records.

Responsibilities

• Review customer financial documents and prepare/verify individual tax returns.
• Guide users through tax software, explaining credits, deductions, and rules.
• Research complex tax questions to ensure regulatory compliance.
• Document each customer interaction and maintain thorough records.
• Collaborate in a data-driven environment to improve outcomes.

Skills

Individual tax preparation

IRS/state tax rules

Clear explanation to customers

Detail-oriented and compliant

Documentation and communication

Job description

Strive Solutions is seeking a Tax Associate to provide virtual tax support to customers, helping them file accurately and confidently. You will review documents, prepare returns, and guide users through tax software.

In a collaborative, data-driven environment, you will explain credits and deductions, research regulations, and maintain detailed records of each customer interaction to ensure compliance and high-quality service.