Tax Compliance and Quality Manager - Temporary

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Tax Services, Financial Services, StartupIndustries

Requirements

Candidates must possess an active CPA or EA credential with a valid PTIN and have over 5 years of experience in tax preparation and review, including complex individual and business returns. A minimum of 3 years managing teams of tax professionals in a high-volume practice, preferably in a remote environment with review responsibilities, is required. Strong knowledge of federal and state tax compliance rules, proven ability to lead high-performing teams, and demonstrated experience creating and implementing scalable processes, workflows, and quality standards are essential. The role also requires hands-on experience conducting and overseeing tax return quality reviews and a willingness to work outside standard business hours during peak season.

Responsibilities

The Tax Compliance and Quality Manager will lead a team of tax return reviewers, develop and implement review processes and quality metrics, and ensure accuracy and efficiency in reviews. Responsibilities include creating and maintaining quality standards, workflows, and review metrics, hiring, leading, training, and supporting the review team, and providing feedback for performance management. The manager will also implement processes for feedback on errors, set tax preparation standards, make final determinations on complex tax positions, monitor SLAs for review turnaround times, and oversee workforce planning. Additionally, they will share review findings with service delivery and product teams to improve training and processes, and ensure compliance with IRS and state requirements for practice management.

Skills

Tax Compliance

Quality Management

Team Leadership

Process Development

Quality Metrics

Tax Return Review

Accuracy

Efficiency

Agile Methodologies

Performance Management

Feedback Implementation

Tax Preparation Standards

Service Delivery

Product Teams

Workforce Planning

Capacity Management

SLA Management

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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