Weekend/Evening Remote Licensed Talk Therapist - Fee For Service
ThriveworksSalary not specified
Part Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
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
Tax Preparation
1040 Returns
Schedule 1-3
Schedule C
PTIN
IRS Compliance
EA
CPA
Peer Review
Tax Research
Client Engagement
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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