Tax Expert - Seasonal (Pro Review Specialist)
Role Overview
As a Tax Expert in the Pro Review team at april, you will provide real-time tax support and conduct review consultations with clients. This mid-level position involves preparing and filing tax returns, ensuring compliance, and maintaining quality standards in client interactions. Your expertise will directly impact client satisfaction and the overall efficiency of tax processes.
Perks & Benefits
This fully remote position offers flexibility with a focus on work-life balance, particularly during the busy tax season from January to April. You will have the opportunity to collaborate with a dynamic team and contribute to enhancing tax services, while also being part of a company that values innovative solutions in the financial sector. Career growth opportunities are implied as the company scales its operations.
Full Job Description
april is looking for credentialed Tax Experts to join our dedicated Pro Review team. In this role, you'll provide real-time tax support and review services to clients using april's professional tax services embedded in our financial partners' sites. This is a dynamic, customer-focused position where you'll answer tax questions, conduct review calls, and ensure quality service delivery for our clients. This is a full time, US based position starting in January through April 30th, 2026. Sound like you? Let's change how taxes get done.
Key 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
Experience
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
Experience with multi-state, self-employment, rental, and investment income filings preferred
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
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.
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