Tax Pro & Client Advisor (TurboTax Expert)

First Roles; Milwaukee (WI); On-site; USD 42,000 - 68,000; Full time

Job summary

First Roles is seeking a highly motivated tax professional to help customers complete their taxes using Intuit TurboTax products. You will provide expert guidance, accurate tax preparation, and clear explanations of tax concepts to support client outcomes.

This role strengthens our brand by delivering friendly, professional service and building trust with customers. Prior tax experience and strong communication skills are required, with a focus on customer satisfaction and compliance.

Qualifications

• Tax preparation experience required.
• Strong communication skills with customers.
• Ability to explain tax concepts clearly.

Responsibilities

• Provide expert guidance, accurate tax preparation, and explanations of tax concepts to customers.

Skills

Tax preparation experience

Communication skills

Tools

TurboTax

Job description

First Roles is seeking a highly motivated tax professional to help customers complete their taxes using Intuit TurboTax products. You will provide expert guidance, accurate tax preparation, and clear explanations of tax concepts to support client outcomes.

This role strengthens our brand by delivering friendly, professional service and building trust with customers. Prior tax experience and strong communication skills are required, with a focus on customer satisfaction and compliance.