About The Role
Salary: $45 - $50/hr
This is a temporary position looking to be filled from April 2024 - September 2024. Upon completion of this contract there may be full time opportunities available. This person MUST be able to work weekends and possible overnight shifts.
Looking for a higher salary? Apply anyway! This band is a reflection of the job description as written. We are more than happy to speak to more experienced candidates who may require a higher salary and discuss that experience in our first phone screen.
We are looking for a seasoned Tax Preparer to provide our customers with a seamless service experience once they complete our in-app interview. You will be responsible for providing world-class service, without providing tax advice. You will help US taxpayers by creating returns based on their in-app inputs, and supporting them via our live chat and email solutions.
Responsibilities
- Responsible for the assembly and building of accurate client tax returns
- Your tasks will include meticulously reviewing your submissions and completing peer review submissions to ensure both accuracy and compliance with relevant Internal Revenue Service (IRS) regulations.
- Ensuring compliance with tax regulations will be a key aspect of your role.
- Working directly with clients to ensure we have all the needed documentation and resolve customers' questions/concerns.
- Ability to research
Requirements
- MUST HAVE 3-5 years experience in previous Tax Preparer role
- Must be able to prep returns in at least one of the following states CT/OR
- EA or CPA preferred
- MUST HAVE a valid PTIN or able to obtain a PTIN
- Needs to have knowledge of individual tax returns (1040) with all applicable schedules (Schedule 1-3, Schd C, etc.)
- Dedicated to Exceptional Service: Committed to delivering outstanding service.
- Proactive Client Engagement: Takes the initiative to engage with clients, proactively gathering tax information, and addressing tax-related concerns.
- Exceptional Communication and Reasoning: Demonstrates superb reasoning abilities and excels in both oral and written communication.
- Exemplary Work Ethic and Integrity: Upholds a strong work ethic, professionalism, reliability, integrity, and trustworthiness.
- Demonstrates an authentic curiosity for who we are as a company and the future we are creating for the US taxpayer
- BONUS: You have had prior experience with a ticketing platform
About April
April believes that every taxpayer should have a world class tax experience, regardless of their background, income bracket, or what they can afford to pay. We build products to improve their financial wellbeing, reduce anxiety around taxes, and provide tools that put their taxes to work for them.
For financial institutions, April is a first-of-its-kind tax experience that is completely frictionless and integrated with the financial services ecosystem. Unlike other DIY tax solutions, we leverage and reinforce their relationship with their members, driving mutual value, savings and new offerings.
For developers, April provides simple and robust APIs for them to leverage every aspect of the US tax code, and perform calculations and AI-based simulations for creating new experiences within their application or platform.
