Tax Expert – Seasonal

april april

Tax Expert providing virtual tax consultations and personalized planning recommendations. Collaborating with clients using april's embedded tax services based in the United States.

Posted 6/25/2026contractRemote • 🇺🇸 United StatesMid-LevelSenior💰 $40 - $42 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

tax preparationtax planningvirtual consultationscomplex returns preparationmulti-state returnsself-employment incomerental incomeinvestment incomewritten documentationclient interaction

Soft Skills

communication skillstrust buildingpersonalizationself-starter mindsetadaptabilityproblem-solvingclear guidanceactionable recommendationsattention to detailcollaboration

Tools & Technologies

professional tax softwareclient portalse-signature platformssecure document sharingonline meeting tools

Certifications & Qualifications

EA credentialCPA credentialvalid PTIN

Industry Keywords

individual tax preparationtax optimizationtax issuestax riskstax savingsremote work experienceconsultation workflowsclient experience

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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