About The Role
Salary: $50 - $60/hr
This is a temporary position looking to be filled from January 2025 - April 2025. Upon completion of this contract there may be full time opportunities available.
We are looking for a Tax Preparer to provide a broad spectrum of support to our customers.The ideal candidate will be committed to accurate and timely tax preparation and have the ability to communicate effectively to a range of tax payers.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.
Responsibilities
- Consistently meet targets for customer satisfaction, issue resolution, and the economics of our april Pro organization.
- Define and maintain excellent service levels in our april Pro organization.
- Understand operational efficiency requirements and strive to constantly improve them.
- Work closely with clients to obtain personal information regarding potential deductions, grants, allowances, investments, real estate, etc.
- Inform clients of important paperwork and documentation needed to complete tax forms properly.
- Verify tax forms completed by clients to ensure their proper submission.
- Properly research and seek the advice of senior preparers when confronted with particularly challenging tax circumstances.
- Gather appropriate materials regarding yearly tax tables, instructions and forms to accurately calculate taxes.
Requirements
- CPA or EA certification
- 5+ years of tax preparation experience
- ProSystems/Lacerte software expertise
- Experience conducting virtual interviews that will elicit confidence in our customers
- Tax planning and audit support
- Ability to prioritize and meet timely obligations with many clients
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.
