Tax Expert (Consultations)

Role Description

april is looking for credentialed Tax Experts (Consultations) 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

• Conduct 45 minute client consultations via video calls to understand tax situations, gather key financial details, and identify filing needs and recommend tax-savings and planning opportunities during Eastern Time zone operating hours between 9 AM - 6 PM ET.
• Build trust with customers and partners by delivering personalized tax consultations, clear guidance, and actionable tax planning recommendations tailored to each client's goals and circumstances.
• Provide written summaries following each consultation, documenting key findings, tax advice, planning recommendations, and required next steps.
• Identify potential tax issues, risks, or optimization opportunities and recommend appropriate resolutions or strategies within scope of expertise.
• Document client interactions, key decisions, and required follow-ups in a clear and structured manner to support accurate return preparation.
• Share recurring client questions, edge cases, and process gaps with leadership and product teams to improve consultation workflows, tools, and overall client experience.

Qualifications

• 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.
• 2+ years of experience conducting virtual tax consultations and providing personalized tax planning recommendations to clients via video.
• 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-signature platforms, secure document sharing, and online meeting tools.
• Excellent written and verbal communication skills; able to explain complex tax concepts clearly and simply to customers.
• Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry.

Requirements

• In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Company Description

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.