april is looking for credentialed Tax Experts to join our dedicated Pro Review team. In this role, you'll provide real-time tax support and review services to clients using april's professional tax services embedded in our financial partners' sites. This is a dynamic, customer-focused position where you'll answer tax questions, conduct review calls, and ensure quality service delivery for our clients. This is a full time, US based position starting in January through April 30th, 2026. Sound like you? Let's change how taxes get done.

Key Responsibilities

• Respond to customer tax questions in near real-time through Intercom, providing clear, accurate guidance

• Conduct Pro Review consultations both synchronously (via video/phone) and asynchronously

• Prepare and file tax returns as needed, ensuring accuracy and compliance

• Monitor and maintain quality standards across all client interactions and tax deliverables

• Flex to tax prep/review work when bandwidth allows

• Collaborate with your team to solve complex filing situations and improve processes

• Share feedback with leadership and product teams to enhance the customer experience as we scale

Experience

• Active EA or CPA credential and a valid PTIN

• 3+ years of paid individual tax prep experience, with demonstrated ability to handle simple to moderate complexity returns

• Experience with multi-state, self-employment, rental, and investment income filings preferred

• Proficient with professional tax software and comfortable navigating multiple systems simultaneously

• Experience working virtually with tax clients, including client portals, e-signature platforms, and secure document sharing

• Excellent written and verbal communication skills—able to explain tax concepts clearly and respond efficiently in chat/messaging environments

• Comfortable in fast-paced environments with fluctuating priorities and real-time customer demands

• Self-starter mindset—adaptable, comfortable with change, and excited to help shape the future of the tax industry

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april's white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april's AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.