• Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners • Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise • Meet high standards for customer care, service quality, and operational efficiency • Solve complex filing situations using your professional judgement, tools and support of your manager and team members • Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale • Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams