Contract Tax Preparer at April

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Tax, FinanceIndustries

Requirements

3-5 years of experience in a previous Tax Preparer role
Ability to prepare returns in at least one of the following states: CT or OR
Valid PTIN or ability to obtain a PTIN
Knowledge of individual tax returns (1040) with all applicable schedules (Schedule 1-3, Schedule C, etc.)
EA or CPA preferred
Ability to work weekends and possible overnight shifts
Committed to delivering outstanding service
Proactive in engaging with clients, gathering tax information, and addressing concerns
Excellent reasoning abilities and oral/written communication skills
Strong work ethic, professionalism, reliability, integrity, and trustworthiness
Authentic curiosity about the company and its mission for US taxpayers
Bonus: Prior experience with a ticketing platform

Responsibilities

Assemble and build accurate client tax returns
Meticulously review submissions and complete peer reviews to ensure accuracy and compliance with IRS regulations
Ensure compliance with tax regulations
Work directly with clients to obtain needed documentation and resolve questions/concerns
Provide world-class service without giving tax advice
Create returns based on in-app inputs
Support customers via live chat and email
Research as needed

Skills

Key technologies and capabilities for this role

Tax Preparation1040 ReturnsSchedule 1-3Schedule CPTINIRS ComplianceEACPAPeer ReviewTax ResearchClient Engagement

Questions & Answers

Common questions about this position

What is the salary for the Contract Tax Preparer role?

The salary is $45 - $50/hr. They are open to discussing higher pay with more experienced candidates during the first phone screen.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What experience and qualifications are required for this tax preparer role?

Candidates must have 3-5 years in a previous Tax Preparer role, ability to prep returns in CT or OR, a valid PTIN (or ability to obtain one), and knowledge of individual tax returns (1040) with schedules. EA or CPA is preferred.

What is the employment duration and schedule for this position?

This is a temporary contract from April 2024 - September 2024, requiring availability for weekends and possible overnight shifts. Full-time opportunities may be available upon completion.

What does April's company culture and mission focus on?

April aims to provide every taxpayer with a world-class tax experience regardless of background, building products to improve financial wellbeing and reduce tax anxiety. They value exceptional service, proactive client engagement, strong communication, work ethic, integrity, and curiosity about the company's future.

April

Integrated tax filing for financial apps

About April

April simplifies the tax filing process by integrating it into existing financial applications like banking and payroll. Users can import their financial data with a single click, which saves time and reduces the hassle of manual entry. As an IRS Authorized e-file provider, April allows clients to electronically file their tax returns securely. The company stands out from competitors by offering transparent pricing with no hidden fees, ensuring clients know exactly what they will pay upfront. April caters to a wide range of clients, including parents, students, and workers, and guarantees maximum refunds, providing peace of mind that clients will receive the best possible outcome from their tax returns. The goal of April is to make tax filing easier and more accessible for everyone.

New York City, New YorkHeadquarters

2021Year Founded

$38.9MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Hybrid Work Options

Risks

Chime's free tax filing service poses a threat to April's pricing model.

April's reliance on fintech partnerships could be risky if partners switch providers.

Competition from Chime's expanded tax filing program may impact April's market share.

Differentiation

April integrates tax filing into existing financial apps for seamless user experience.

April offers transparent pricing with no hidden fees, unlike many competitors.

April is an IRS Authorized e-file provider, ensuring compliance and reliability.

Upsides

April's partnerships with over 20 fintech platforms expand its market reach.

AI-driven tax filing offers personalized, efficient solutions for diverse tax scenarios.

April's maximum refund guarantee enhances customer trust and satisfaction.

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