Tax Expert (Preparer) - Seasonal

About the role

april is looking for credentialed Tax Experts (Preparer) 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. This is a full time, US based position starting in January/February through April 30th, 2027. Sound like you? Let’s change how taxes get done.

Key responsibilities

- 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, while adapting to system updates and evolving process requirements.

- 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

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 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-signatur...