Virtual Tax Specialist: Returns & Guidance

Strive Solutions; Chino Hills (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Strive Solutions is seeking a Tax Expert to provide trusted guidance to individuals and small businesses through data-driven, cloud-based tools. You will analyze tax scenarios, prepare and review returns, and resolve questions via virtual support.

You will work with an inclusive team, share insights with product teams to enhance tax solutions, and continuously update knowledge on IRS rules to improve client outcomes and accuracy.

Qualifications

• Strong knowledge of IRS rules and individual/small business taxation.
• Ability to prepare and review tax returns accurately.
• Excellent problem-solving skills for complex tax issues.
• Proficiency using cloud-based, data-driven tools and systems.
• Strong communication skills for delivering guidance via virtual channels.
• Collaborative mindset with a focus on continuous improvement.

Responsibilities

• Analyze individual and small business tax scenarios to deliver accurate, actionable guidance.
• Prepare and review tax returns with attention to compliance and quality.
• Resolve complex tax questions using current IRS regulations and authoritative resources.
• Use cloud-based, data-driven tools to support customer outcomes and improve accuracy.
• Collaborate with an inclusive team and share insights with product teams to enhance tax solutions.
• Continuously learn and apply updated tax knowledge to improve customer guidance.

Skills

IRS rules

Tax return prep

Problem solving

Cloud tools

Communication

Team collaboration

Tools

Cloud platforms

Job description

Strive Solutions is seeking a Tax Expert to provide trusted guidance to individuals and small businesses through data-driven, cloud-based tools. You will analyze tax scenarios, prepare and review returns, and resolve questions via virtual support.

You will work with an inclusive team, share insights with product teams to enhance tax solutions, and continuously update knowledge on IRS rules to improve client outcomes and accuracy.