About The Role
Salary: $ 50 - 60/hr
This is a temporary position looking to be filled from December 2024/January 2025 - May 2025. Upon completion of this contract there may be full time opportunities available.
The ideal candidate will be committed to accurate and timely tax preparation and able to grow and develop leaders. A key function of the position is to manage and retain a superior tax preparation team dedicated to building long-term value in customer partnerships.
The role of the april Pro team is to provide first-in-class tax preparation to april customers. The team is imperative in assisting customers with their tax filings, helping US taxpayers navigate through one of the most challenging times of the year. The team owns the tax preparation experience from initial submission of tax documents to preparers, all the way through to post-filing follow-up questions from customers.
Key Responsibilities
- Scale a team that is relentless in driving amazing customer experiences, and aligned to the april culture
- Consistently meet targets for customer satisfaction, issue resolution, and the economics of our april Pro organization.
- Build an engine for positive team growth across recruiting, training, management, and operations.
- Create a productive, high-energy, and achievement oriented team environment
- Be the voice of your team to other departments and leadership – escalate issues that impact our customers or inhibit our employee's ability to succeed
- Define and maintain excellent service levels in our april Pro organization.
- Understand operational efficiency requirements and strive to constantly improve them.
- Provide "the voice of customer" back to product and engineering for continuous feedback and product improvements.
Experience:
- CPA license in good standing
- 5+ years of tax preparation experience
- ProSystems/Lacerte software expertise
- Experience directly hiring and managing a distributed team
- Proven track record of success in managing tax preparers
- Experience designing and overseeing training, QA, and metric management programs at scale
- Excellent analytical thinker who can deliver actionable recommendations; analyze various communication channels and develop metrics to track success
- Lead by example with a learning mindset, people-first attitude, and strong sense of responsibility for your domain
- Self-motivated, detail-attentive, action-driven with the ability to take initiative, execute, and follow-through
- Experience in supporting taxpayers through preparation
- Ability to change direction and juggle multiple tasks in parallel
About April
april is redefining the tax software industry with our cutting-edge technology and innovative approach. Backed by top-tier investors such as Treasury, QED, Nyca Partners, Team8, Euclidean Capital, and Atento Capital, we partner with financial service companies, fintechs, and payroll providers to seamlessly integrate mobile-friendly tax solutions into their platforms.
Our mission is to transform tax management from a once-a-year chore into a proactive, year-round process. Through our advanced AI technology, we’re breaking down the barriers of the tax industry to offer intelligent, white-labeled solutions wherever financial decisions are made.
