Contract Tax Preparer

Posted 8 Days Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
Senior level
Financial Services
The Role
The Tax Preparer will assist clients with tax preparation, ensuring accuracy and customer satisfaction while managing a variety of tax-related responsibilities.
Summary Generated by Built In

About The Role 

Salary: $45 - $53/hr 

This is a temporary position looking to be filled from April 2025 - September 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/CCH 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 is on a mission to democratize tax planning and provide smarter, year-round tax solutions that help people make the most of their financial opportunities. Taxes shouldn’t be an afterthought—they should be an integrated part of better financial decision-making.

We provide access to intelligent tax insights that help individuals optimize their tax situation before year-end, while reducing stress and eliminating extra work come tax season. By embedding tax capabilities directly into the financial platforms you already use, we turn a traditionally complex process into a seamless, value-add experience.

At april, we’re redefining the role of taxes in financial services—making them more accessible, intuitive, and beneficial. If you’re excited to help transform the future of taxes, we’d love to hear from you.

Top Skills

Prosystems,Lacerte
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The Company
New York, New York
63 Employees
On-site Workplace
Year Founded: 2021

What We Do

Integrating intelligent tax experiences wherever people make financial decisions.

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