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april april

a platform for art and poetry housed within an apartment gallery in Brooklyn.

Tax Expert – Seasonal

Location

United States

Posted

20 hours ago

Salary

$40 - $42 / hour

Seniority

Senior

Professional Certificate5 yrs expEnglish

Job Description

Tax Expert – Seasonal

april april

• 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

Job Requirements

  • 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.

Benefits

  • Offers Bonus

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