Tax Pro & Client Guidance Specialist

First Roles; North Carolina; On-site; USD 32,000 - 52,000; Full time

Job summary

First Roles in the United States seeks a motivated tax professional to help customers prepare their taxes using TurboTax products. You will guide customers through complex tax questions and explain terms clearly, ensuring accurate filings.

You will contribute to building the brand by delivering excellent service, communicating policy and product features with clarity, and assisting customers throughout the tax process.

Qualifications

• Experience preparing taxes for individuals or small businesses.
• Ability to communicate complex tax concepts clearly to customers.
• Familiarity with TurboTax products and workflows.

Responsibilities

• Assist customers in completing their taxes using TurboTax products.
• Explain tax terminology and provide guidance to ensure accurate filings.
• Contribute to brand value by delivering excellent customer service.

Skills

Tax preparation experience

Communication skills

TurboTax knowledge

Tools

TurboTax

Job description

First Roles in the United States seeks a motivated tax professional to help customers prepare their taxes using TurboTax products. You will guide customers through complex tax questions and explain terms clearly, ensuring accurate filings.

You will contribute to building the brand by delivering excellent service, communicating policy and product features with clarity, and assisting customers throughout the tax process.