Tax Expert Lead - Temporary jobs in United States
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april · 2 months ago

Tax Expert Lead - Temporary

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$50/hr - $60/hr
date5+ years exp

april is looking for a credentialed Tax Expert Lead - Temporary to provide expert tax guidance and operational support to april’s tax experts during tax season. The role involves researching complex U.S. tax topics, troubleshooting tax and technical questions, and ensuring process adherence and service quality.

Financial ServicesFinTechInformation TechnologyTax ConsultingTax Preparation

Responsibilities

Support up to 25 Tax Experts by answering complex U.S. individual tax (1040) questions
Provide guidance on process adherence, quality, and operational best practices
Research complex tax issues and share clear, actionable guidance
Model productive problem-solving when systems break—finding solutions first, documenting issues second
Comfortable making decisions with 70% information rather than waiting for perfection
Collaborate with Tax Managers to monitor quality, identify training needs, and provide feedback to improve team performance
Participate in testing and feedback sessions for tax software and expert tools to help enhance efficiency and customer experience
Serve as a resource for escalated customer questions and help ensure smooth daily operations during peak season

Qualification

EACPA credentialExpert knowledge of U.S. tax lawProfessional tax software proficiencyLeadership experienceCommunication skillsVirtual client experienceProblem-solving skillsSelf-starter mindset

Required

Active EA or CPA credential and a valid PTIN
5+ years paid experience reviewing individual and business tax returns prepared by other professionals, including at least 30 returns prepared in each of the last two tax seasons; audit experience preferred
Prior leadership, training, or mentorship experience in a tax preparation environment (remote preferred)
Expert knowledge of U.S. tax law, including complex returns (self-employment, rental income, investments, multi-state, and credits/deductions)
Strong proficiency with professional tax software, google sheets and comfort troubleshooting technical issues
Excellent written and verbal communication skills, with the ability to interact professionally with experts and cross-functional teams
Passion for supporting and empowering tax experts to deliver high-quality tax services
Experience working virtually with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools
Self-starter mindset—comfortable with change, eager to learn by doing, and excited to help shape the future of the tax industry

Preferred

Audit experience preferred
Remote experience preferred

Company

april

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April offers embedded tax planning and filing tools that integrate into financial platforms to power smarter, real-time tax decisions.
dateFounded in 2021
location
New York, New York, USA
people-size51-200 employees
web-link
http://www.getapril.com

Funding

Current Stage
Growth Stage
Total Funding
$78M
Key Investors
QED InvestorsTreasuryTeam8
2025-07-23Series B· $38M
2022-06-29Series A· $30M
2022-01-18Seed· $10M

Leadership Team

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Ben Borodach
Co-Founder & CEO
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Daniel Marcous
Co-Founder | CTO | CPO
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Recent News

Paypers
PayPal and april introduce free DIY tax filing
2026-01-22
PR Newswire
PayPal Introduces Free DIY Tax Filing for PayPal Debit Card Customers
2026-01-20
PYMNTS.com
PayPal and april Team on Faster Tax Filing
2026-01-20
Company data provided by crunchbase