The specialist will serve as the first point of contact for US taxpayers, resolving inquiries and prioritizing escalations. They will collaborate with tax, product, and engineering teams to ensure a seamless tax filing experience.
april
5 Remote Job Openings at april
Lead a remote team of tax professionals to deliver high-quality tax preparation and consultations for high-net-worth and small business clients. Oversee daily operations, manage KPIs, and collaborate with product teams to improve AI-powered tax tools.
Review individual and business tax returns for accuracy and compliance while utilizing AI-enabled tools. Provide guidance to tax preparers and handle complex tax escalations to ensure a high-quality client experience.
Conduct 45-minute virtual tax consultations to gather financial details and provide personalized tax-savings and planning recommendations. Document client interactions and provide written summaries to support accurate tax return preparation.
Prepare individual and business tax returns while providing expert tax advice to clients via video calls. Manage the end-to-end client experience, including document collection and the use of AI-enabled tax software.
