Tax Expert Lead - Temporary
About the Role
Salary: $50 - $60 per hour
april is looking for a credentialed Tax Expert Lead - Temporary to provide expert tax guidance and operational support to april’s tax experts during tax season. As a Tax Expert Lead, you will research complex U.S. tax topics, troubleshoot tax and technical questions, and help ensure process adherence and service quality. If you are a collaborative problem solver who thrives in a fast-paced environment and approaches change with positivity and flexibility, we invite you to apply. This is a fully remote, temporary position (October 2025 to May 2026) with opportunities to return in future tax seasons.
Key Responsibilities
• Support up to 25 Tax Experts by answering complex U.S. individual tax (1040) questions
• Provide guidance on process adherence, quality, and operational best practices
• Research complex tax issues and share clear, actionable guidance
• Model productive problem-solving when systems break—finding solutions first, documenting issues second
• Comfortable making decisions with 70% information rather than waiting for perfection
• Collaborate with Tax Managers to monitor quality, identify training needs, and provide feedback to improve team performance
• Participate in testing and feedback sessions for tax software and expert tools to help enhance efficiency and customer experience
• Serve as a resource for escalated customer questions and help ensure smooth daily operations during peak season
Experience
• Active EA or CPA credential and a valid PTIN
• 5 years of paid individual tax preparation experience, including at least 30 returns prepared in each of the last two tax seasons; strong preference for remote work experience
• Prior leadership, training, or mentorship experience in a tax preparation environment (remote preferred)
• Proven experience reviewing tax returns prepared by other professionals
• Expert knowledge of U.S. tax law, including complex returns (self-employment, rental income, investments, multi-state, and credits/deductions)
• Strong proficiency with professional tax software and comfort troubleshooting technical issues
• Excellent written and verbal communication skills, with the ability to interact professionally with experts and cross-functional teams
• Passion for supporting and empowering tax experts to deliver high-quality tax services
• Experience working virtually with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools
• Self-starter mindset—comfortable with change, eager to learn 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.
Apply Now
Apply Now
Salary: $50 - $60 per hour
april is looking for a credentialed Tax Expert Lead - Temporary to provide expert tax guidance and operational support to april’s tax experts during tax season. As a Tax Expert Lead, you will research complex U.S. tax topics, troubleshoot tax and technical questions, and help ensure process adherence and service quality. If you are a collaborative problem solver who thrives in a fast-paced environment and approaches change with positivity and flexibility, we invite you to apply. This is a fully remote, temporary position (October 2025 to May 2026) with opportunities to return in future tax seasons.
Key Responsibilities
• Support up to 25 Tax Experts by answering complex U.S. individual tax (1040) questions
• Provide guidance on process adherence, quality, and operational best practices
• Research complex tax issues and share clear, actionable guidance
• Model productive problem-solving when systems break—finding solutions first, documenting issues second
• Comfortable making decisions with 70% information rather than waiting for perfection
• Collaborate with Tax Managers to monitor quality, identify training needs, and provide feedback to improve team performance
• Participate in testing and feedback sessions for tax software and expert tools to help enhance efficiency and customer experience
• Serve as a resource for escalated customer questions and help ensure smooth daily operations during peak season
Experience
• Active EA or CPA credential and a valid PTIN
• 5 years of paid individual tax preparation experience, including at least 30 returns prepared in each of the last two tax seasons; strong preference for remote work experience
• Prior leadership, training, or mentorship experience in a tax preparation environment (remote preferred)
• Proven experience reviewing tax returns prepared by other professionals
• Expert knowledge of U.S. tax law, including complex returns (self-employment, rental income, investments, multi-state, and credits/deductions)
• Strong proficiency with professional tax software and comfort troubleshooting technical issues
• Excellent written and verbal communication skills, with the ability to interact professionally with experts and cross-functional teams
• Passion for supporting and empowering tax experts to deliver high-quality tax services
• Experience working virtually with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools
• Self-starter mindset—comfortable with change, eager to learn 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.
Apply Now
Apply Now