Contract Tax Administrative Assistant

• About The Role 

  Salary: $22 - $25/hr 

  This is a temporary position looking to be filled from January 2025 - May 2025. Upon completion of this contract there may be full time opportunities available. 

  We need an administrative assistant to work with our team of tax preparers for the tax season. This person will be responsible for responding to all incoming customer concerns, ensuring accurate documentation is being collected, assigning returns to tax preparers, communicating with the tax team continuously during the day, and ensuring the customer's experience is as seamless as possible.

  Responsibilities

  • Provides administrative support to tax preparer team operations
  • Assigning customers to our team in our internal support tool
  • Respond to customer inquiries via email through Intercom
  • Inputs and updates customer information in our tools
  • Reviews customers documentation
  • Correspond with customers requesting additional information
  • Providing status updates to customers
  • Escalate concerns and issues to leadership
  • Become the expert in our tools to assist our preparers with questions
  • Works with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations

  
  

  Requirements  

  • Digital literacy with strong written communication skills
  • Experience with tax documents or working in a tax office
  • Previous experience working with support tools that include live chat support
  • Familiarity with standard office platforms, such as Slack, G-Suite
  • Data management and entry skills with high level of accuracy and attention to detail
  • Time management, multitasking, and flexibility
  • Organizational skills
  • Ability to work well under pressure and navigate multiple deadlines
  • Proactive approach to problem-solving and process improvement
  • Ability to work well independently and in collaboration with others
  • Committed to delivering outstanding service
  • BONUS: You have experience with tax preparation

About April

april is redefining the tax software industry with our cutting-edge technology and innovative approach. Backed by top-tier investors such as Treasury, QED, Nyca Partners, Team8, Euclidean Capital, and Atento Capital, we partner with financial service companies, fintechs, and payroll providers to seamlessly integrate mobile-friendly tax solutions into their platforms.

Our mission is to transform tax management from a once-a-year chore into a proactive, year-round process. Through our advanced AI technology, we’re breaking down the barriers of the tax industry to offer intelligent, white-labeled solutions wherever financial decisions are made.