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april · 4 months ago

Tax Expert - Seasonal

United States

Full-time

Remote

Mid, Senior Level

$40/hr - $45/hr

5+ years exp

april is a unique embedded tax platform that aims to enhance financial decision-making. They are seeking motivated and credentialed Tax Experts to prepare complex tax returns in a high-volume environment, while also contributing to the development of workflows that improve customer experience.

Financial ServicesFinTechInformation TechnologyTax ConsultingTax Preparation

Responsibilities

Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners

Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise

Meet high standards for customer care, service quality, and operational efficiency

Solve complex filing situations using your professional judgement, tools and support of your manager and team members

Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale

Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams

Qualification

Active EACPA credential5+ years tax prep experienceProfessional tax softwareMulti-state tax preparationTechnical aptitudeVirtual environment experienceWritten communication skillsVerbal communication skillsSelf-starter mindset

Required

Active EA or CPA credential and a valid PTIN

5+ years of paid individual tax prep experience, including at least 30 returns prepared in each of the past two tax seasons with a strong preference for remote work environments

Deep knowledge and proven experience in preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income

Experience using professional tax software

Comfortable navigating multiple systems and tools with strong technical aptitude

Strong written and verbal communication skills; able to explain complex tax concepts clearly, concisely, and in simple language for customers

A genuine love for taxes and a passion for helping customers feel confident and supported throughout the filing process

Experience working in a virtual environment with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools such as Google Meet or Zoom

A self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry