Credentialed Tax Expert (Consultations)

April

Remote regions

US

Benefits

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About the Role:

  • April is looking for credentialed Tax Experts to prepare returns and provide advice using April's professional tax services.
  • This is a full-time, US-based position starting in January/February through April 30th, 2027, with virtual consultations during Eastern Time hours.

Key Responsibilities:

  • Conduct 45-minute client consultations via video calls to understand tax situations and identify filing needs.
  • Build trust with customers by delivering personalized tax consultations and actionable recommendations.
  • Provide written summaries documenting key findings and tax advice.

Experience Requirements:

  • Active EA or CPA credential and valid PTIN with 5+ years of paid individual tax prep experience.
  • 2+ years of experience conducting virtual tax consultations via video and proficiency with professional tax software.

April

April is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into existing platforms. It operates with an API-first infrastructure and a collaborative, fast-paced team culture focused on innovation.

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