APRIL

• Provide expert tax guidance and operational support to april’s tax experts during tax season
• Research complex U.S. tax topics and troubleshoot tax and technical questions
• 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
• Model productive problem-solving when systems break—finding solutions first, documenting issues second
• 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

Tax Expert Lead

• Create and maintain quality standards, workflows, and review metrics that balance accuracy with efficiency
• Hire, lead, train, and support a seasonal team of tax return reviewers, ensuring consistent application of standards
• Provide targeted feedback to managers to support expert coaching and performance management
• Implement processes for clear, actionable feedback on errors or omissions in tax returns
• Set tax preparation standards and make final determinations on complex tax positions
• Monitor and manage SLAs for return review turnaround times
• Oversee workforce planning and capacity management for the review pipeline
• Share review findings and trends with service delivery and product teams to improve training, resources, and processes
• Ensure compliance with IRS and state requirements for practice management, including e-file, signature, due diligence, and document collection/retention

Tax Expert Lead

Tax Compliance and Quality Manager - Temporary