Tax Expert (Preparer) - Seasonal

The role

You will prepare individual and business tax returns and provide tax advice to clients. You will use internal tax software and AI-enabled review tools to deliver professional tax services.

What you will do

• Prepare individual and business tax returns and meet with clients over video calls
• Utilize the company's internal tax software platform, standardized workflows, and AI-enabled review tools
• Own the end-to-end client experience including document collection and client communication
• Meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Solve complex filing situations using professional judgement, tools and team support
• Share feedback with leadership and product teams to improve the product and processes

Required qualifications

• Active EA or CPA credential
• Valid PTIN
• 5+ years of paid individual tax prep experience
• At least 60-90+ returns prepared in each of the last two tax seasons
• Extensive experience preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income
• Proficient with professional tax software
• 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

Nice to have

• strong preference for remote work experience

Before you apply

• all persons hired will be required to verify identity and eligibility to work in the United States
• complete the required employment eligibility verification form upon hire

About the company

april is an embedded, year-round tax platform built to power smarter financial decisions. Its white-labeled tools bring real-time tax intelligence into the platforms people already use.