• Manage client communications via phone and email. • Follow up on outstanding documents and requests. • Provide updates on tax return status and workflow progress. • Coordinate appointments and scheduling. • Route technical tax questions to the appropriate team members. • Contact the IRS and Franchise Tax Board regarding notices and correspondence. • Pull tax transcripts and maintain detailed records. • Request penalty abatements and assist with administrative tax resolutions. • Research balances, payments, filing history, and notices. • Follow up on unresolved client matters. • Assist with LLC formations and business registrations. • Coordinate Secretary of State filings and Statements of Information. • Support S-Corporation election filings. • Track compliance deadlines and annual filing requirements. • Coordinate quarterly estimated tax payment schedules. • Maintain internal tracking systems and spreadsheets. • Support tax return workflow management and delivery. • Keep client records accurate and up to date. • Serve as a liaison between clients and internal departments.

Role Description The Senior Specialist, Tax is responsible for independently executing complex tax compliance, provision, and advisory activities across the organization. This role applies deep technical knowledge to ensure accurate filings, strong documentation, and effective application of tax policies across multiple jurisdictions. The Senior Specialist supports business transactions, evaluates tax implications of complex activities, and serves as a key technical resource within the tax function, operating with minimal supervision and exercising sound professional judgment. Qualifications - Strong technical knowledge of corporate, indirect, international and property tax. - Experience within the Data Center, real estate or infrastructure industries an advantage. - Solid understanding of accounting standards (IFRS/local GAAP) and tax provisions. - High attention to detail with the ability to manage complex tax matters independently. - Experience working in global environments. - Strong analytical, research, and documentation skills. - Effective communicator with the ability to explain technical tax matters clearly. - Organized and capable of managing multiple priorities and deadlines. Requirements - Bachelor’s degree or equivalent in finance / accounting or related field preferred. - Registered with a professional body as Tax Practitioner. - 6–10 years of progressive experience in corporate tax, international tax, sales and use tax, property tax. - Experience with tax compliance, provisions, audits, and advisory work in multi-entity or multi-jurisdiction environments. - Demonstrated ability to handle complex tax matters with limited supervision. - Proficiency with tax and ERP systems (e.g., SAP, Oracle, OneSource, Vertex, Avalara) and advanced Excel skills. Benefits - Competitive compensation based on experience, education, and location. - Base salary for this position is $138,600.00 - $168,300.00. - Annual bonus eligibility based on individual and company performance. - Paid time-off, medical, dental, and vision benefits. - Life and supplemental insurance, short-term and long-term disability. - Flexible spending account and 401k retirement plan. - Monthly stipend for remote work expenses and personal mobile device use.

Role Description We are seeking a proactive and self-motivated Tax Technical Manager to join our Tax team. The Tax Technical Manager will lead internal processes, deliver technical expertise, and provide critical guidance and support to staff and leadership. This primarily internal-facing role requires: - A high level of detail orientation - The ability to manage and deliver staff feedback - A commitment to staying current with tax regulations and strategies As a technical leader, you will collaborate with Tax Relationship Managers, mentor staff, and ensure seamless processes while contributing as a subject matter expert on complex tax issues. Qualifications - CPA required - Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required - Master's degree in Accounting or Taxation preferred - 6 to 9 years of experience in public accounting - Current and in-depth knowledge of relevant tax laws, rules, and regulations - Ability to analyze financial and tax data, tax research, and legal documents to provide guidance and recommendations - Proven experience in internal client and project management - Strong leadership, communication, and problem-solving skills - Ability to engage with clients and teams both professionally and confidently - Passion for supporting staff in technical skill development Requirements - Communicate with existing clients via email, telephone, and video calls and meetings - Actively manage existing client relationships - Assist Tax Relationship Managers with managing client relationships - Support revenue growth opportunities within existing client relationships - Communicate effectively with Tax Relationship Managers and staff on technical matters - Monitor key due dates and support internal processes as part of an "in-charge" role - Actively mentor and coach staff to foster professional growth - Deliver technical CPE (Continuing Professional Education) to develop internal expertise - Provide frequent feedback to staff and assist in internal process improvements - Represent the firm by participating in committees and contributing to internal initiatives - Serve as a resource for tax-related software and tools - Act as the firm's technical expert in specific areas, including a minimum of 15 hours/month dedicated to technical reading and skill development - Develop and implement tax strategies while problem-solving complex technical issues - Stay current with technical regulations and industry updates, sharing insights firm-wide Benefits - Competitive compensation - Comprehensive benefits package that supports overall well-being - Career development opportunities - Much more

Role Description april is looking for credentialed Tax Experts (Reviewers) 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 - Review individual and business tax returns prepared by tax preparers, ensuring accuracy, completeness, and compliance with applicable tax laws and regulations. - Comfortable using AI-enabled review tools as part of the workflow, with demonstrated ability to adapt to evolving review processes while applying sound judgment informed by professional experience. - Conduct detailed quality assurance checks, identifying errors, inconsistencies, or optimization opportunities and providing clear corrections or guidance. - Oversee the finalization of tax filings, including sign-off/approval of returns prior to e-filing submissions and re-efiling after capturing and fixing rejection errors for timely acceptance of returns. - Handle complex or escalated tax situations, applying professional judgment and collaborating with internal experts as needed to resolve issues. - Support and mentor tax preparers by providing feedback, coaching, and reinforcing best practices to improve overall team quality and consistency. - Maintain strong client experience by addressing key tax-related questions, clarifications, or escalations in a clear and professional manner when needed. - Share recurring issues, process gaps, and product feedback with leadership and product teams to continuously improve tools, workflows, and overall filing accuracy and efficiency. 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 experience reviewing moderate to high-complexity returns prepared by other tax professionals in a high-volume tax practice, 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.