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Contract Tax Preparer
| Company | April |
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| Location | United States |
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| Salary | $45 – $53 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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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
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.
Preferred Qualifications
No preferred qualifications provided.
