Managing Counsel
Credible
Salary
💰 $50 - $60 per hour
Job Level
Senior
About the role
- 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
Requirements
- Active EA or CPA credential and a valid PTIN
- 5 years of paid individual tax preparation experience, including at least 30 returns prepared in each of the last two tax seasons; strong preference for remote work experience
- Prior leadership, training, or mentorship experience in a tax preparation environment (remote preferred)
- Proven experience reviewing tax returns prepared by other professionals
- Expert knowledge of U.S. tax law, including complex returns (self-employment, rental income, investments, multi-state, and credits/deductions)
- Strong proficiency with professional tax software and comfort troubleshooting technical issues
- Excellent written and verbal communication skills, with the ability to interact professionally with experts and cross-functional teams
- Passion for supporting and empowering tax experts to deliver high-quality tax services
- Experience working virtually with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools
- Self-starter mindset—comfortable with change, eager to learn by doing, and excited to help shape the future of the tax industry
