Tax Expert

april

20d • $85,000 - $100,000 • Remote

About The Position

april is looking for credentialed Tax Experts who thrive in fast-paced environments, adapt quickly, and care about delivering great service. In this role, you’ll prepare tax returns and give tax advice to clients using april’s professional tax services, which are embedded in our financial partners’ sites. You’ll be a part of a collaborative team where we build, learn, and iterate quickly, and your insights help shape the experience we deliver.

Requirements

• 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 last two tax seasons with strong preference for remote work experience
• Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficient with professional tax software, comfortable navigating multiple systems and able to adapt quickly to new technology
• Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools
• Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers
• Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry
• Demonstrated ability to support teams during peak tax season through problem solving, process guidance, and collaboration in a fast-paced, high-growth environment

Responsibilities

• Prepare individual and business tax returns and meet with clients over video calls for tax consultations
• Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
• Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Solve complex filing situations using your professional judgement, tools and support from your team
• Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
• Help build and improve scalable tax operations, systems, and workflows to support a high-growth tax practice.
• Provide additional support during peak tax season by assisting tax experts with complex questions, handling escalations, and helping maintain smooth day-to-day operations

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed