Tax Prep Specialist & Client Guidance Pro

First Roles; Sanford (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

First Roles in Sanford, FL is seeking a motivated tax professional with experience in tax preparation and strong communication skills. You will guide customers through their tax returns using TurboTax products and explain tax concepts and terminology clearly.

You'll help optimize customer outcomes, support brand growth, and contribute to a high-energy team. Prior tax prep experience is preferred; training on our processes is provided.

Responsibilities

• Guide customers through tax returns using TurboTax products.
• Explain tax and technical terms clearly to customers.

Job description

First Roles in Sanford, FL is seeking a motivated tax professional with experience in tax preparation and strong communication skills. You will guide customers through their tax returns using TurboTax products and explain tax concepts and terminology clearly.

You'll help optimize customer outcomes, support brand growth, and contribute to a high-energy team. Prior tax prep experience is preferred; training on our processes is provided.