Tax Expert - Temporary

About the Role 

april is looking for motivated, credentialed Tax Experts to join our seasonal team preparing complex tax returns in a high-volume practice, delivered directly within the financial apps customers already use. We're seeking experienced tax professionals who excel at complex return preparation while thriving in fast-paced, high-volume environments.

You'll work collaboratively to deliver personalized, full-service tax preparation while adapting quickly to our evolving processes. As part of a small, agile startup team, you'll also have opportunities to contribute product feedback and help build workflows that shape the customer experience. We're looking for tax pros who are committed to getting it right for the customer and want their expertise to directly influence how we deliver our service. Sound like you? Let’s change how taxes get done.

Key Responsibilities

• This is a full time, US based position starting on March 9th, 2026 through April 30th, 2026

• Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners 

• Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise

• Meet high standards for customer care, service quality, and operational efficiency

• Solve complex filing situations using your professional judgement, tools and support of your manager and team members

• Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale

• Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams

Experience

• 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 past two tax seasons with a strong preference for remote work environments

• Deep knowledge and proven experience in preparing moderate to high-complexity returns, including multi-state, self-employment, rental, and investment income

• Experience using professional tax software 

• Comfortable navigating multiple systems and tools with strong technical aptitude

• Strong written and verbal communication skills; able to explain complex tax concepts clearly, concisely, and in simple language for customers

• A genuine love for taxes and a passion for helping customers feel confident and supported throughout the filing process

• Experience working in a virtual environment with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools such as Google Meet or Zoom

• A self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.