april · 2 months ago
Tax Expert - Seasonal (Pro Review Specialist)
United States
Full-time
Remote
Mid Level
3+ years expApril is looking for credentialed Tax Experts to join their dedicated Pro Review team. In this role, you'll provide real-time tax support and review services to clients, ensuring quality service delivery and collaborating with your team to solve complex filing situations.
Financial ServicesFinTechInformation TechnologyTax ConsultingTax Preparation
Responsibilities
Respond to customer tax questions in near real-time through Intercom, providing clear, accurate guidance
Conduct Pro Review consultations both synchronously (via video/phone) and asynchronously
Prepare and file tax returns as needed, ensuring accuracy and compliance
Monitor and maintain quality standards across all client interactions and tax deliverables
Flex to tax prep/review work when bandwidth allows
Collaborate with your team to solve complex filing situations and improve processes
Share feedback with leadership and product teams to enhance the customer experience as we scale
Qualification
Required
Active EA or CPA credential and a valid PTIN
3+ years of paid individual tax prep experience, with demonstrated ability to handle simple to moderate complexity returns
Proficient with professional tax software and comfortable navigating multiple systems simultaneously
Experience working virtually with tax clients, including client portals, e-signature platforms, and secure document sharing
Excellent written and verbal communication skills—able to explain tax concepts clearly and respond efficiently in chat/messaging environments
Comfortable in fast-paced environments with fluctuating priorities and real-time customer demands
Self-starter mindset—adaptable, comfortable with change, and excited to help shape the future of the tax industry
Preferred
Experience with multi-state, self-employment, rental, and investment income filings
Company
april
April offers embedded tax planning and filing tools that integrate into financial platforms to power smarter, real-time tax decisions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$78MKey Investors
QED InvestorsTreasuryTeam8
2025-07-23Series B· $38M
2022-06-29Series A· $30M
2022-01-18Seed· $10M
Leadership Team
Ben Borodach
Co-Founder & CEO
Daniel Marcous
Co-Founder | CTO | CPO
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase