[Remote] Tax Expert - Seasonal (Pro Review Specialist)
Note: The job is a remote job and is open to candidates in USA. April 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.
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
Skills
• 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
• Experience with multi-state, self-employment, rental, and investment income filings
Company Overview
• April offers embedded tax planning and filing tools that integrate into financial platforms to power smarter, real-time tax decisions. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://www.getapril.com.
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