Tax Pro & Client Guidance Specialist

First Roles; Santa Clara (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

First Roles in Santa Clara, CA is seeking a motivated tax preparation specialist to help customers complete their tax returns using TurboTax products. You will explain tax concepts, provide accuracy, and deliver friendly guidance to ensure a smooth filing experience.

This role emphasizes clear communication, attention to detail, and teamwork within a fast-paced service environment. Experience with tax preparation and customer service is preferred; training on TurboTax will be provided.

Job description

First Roles in Santa Clara, CA is seeking a motivated tax preparation specialist to help customers complete their tax returns using TurboTax products. You will explain tax concepts, provide accuracy, and deliver friendly guidance to ensure a smooth filing experience.

This role emphasizes clear communication, attention to detail, and teamwork within a fast-paced service environment. Experience with tax preparation and customer service is preferred; training on TurboTax will be provided.