Tax Preparer

Who you are

• 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
• 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

What the job involves

• April is looking for credentialed Tax Experts (Preparer) 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
• Prepare individual and business tax returns and meet with clients over video calls
• Utilize the company’s internal tax software platform, standardized workflows, and AI-enabled review tools, while adapting to system updates and evolving process requirements
• Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
• Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Solve complex filing situations using your professional judgement, tools and support from your team
• Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale

Benefits

• Equitable opportunities for everyone: Own your future. You grow as the company grows - professionally and financially
• Fairness for parents: Don't sacrifice family for career (or vice versa). Our parental leave is top in the field
• Flexible time off: With our unlimited PTO policy you can take time off for vacations, celebrations, or a much needed day of relaxation