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Customer Onboarding Specialist (Professional Tax Preparer Enablement)
MDA EdgeDallas, TX, US2 days ago
Job type
- Full-time
Job description
Tax Software Setup Assistance
Role Overview : Help new professional tax preparer clients set up and use a tax software suite during the initial post-purchase phase. Serve as the primary point of contact to ensure installation, account setup, data migration, and a smooth onboarding experience. Deliver a positive first experience that supports long-term customer retention and adoption.
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Tax Preparer • Dallas, TX, US
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