Tax Expert for Complex Returns | CPA/EA

ISHE; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

April is seeking credentialed Tax Experts (Preparer) to join a fast-paced, policy-driven team. You will prepare tax returns and provide tax guidance to clients on our embedded platform across partner sites, delivering accurate results and excellent service.

This full-time, US-based role starts January/February and runs through April 30, 2027. You will work remotely with a collaborative team, using AI-enabled tools, standard workflows, and secure client portals to manage end-to-end client

Qualifications

• 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.
• Extensive experience preparing moderate to high-complexity returns (multi-state, self-employment, rental, investments).
• Proficient with professional tax software; comfortable with multiple systems and new tech.
• Experience working virtually with tax clients using portals, e-signature platforms, secure document sharing, and online meeting tools.
• Excellent written and verbal communication; able to explain complex tax concepts clearly.

Responsibilities

• Prepare individual and business tax returns and meet clients via video calls.
• Use the company’s tax software, workflows, and AI-enabled review tools while adapting to updates.
• Own the end-to-end client experience including document collection and communication.
• Meet or exceed goals for customer satisfaction, service quality, and efficiency.
• Solve complex filing situations using professional judgement with team support.
• Share feedback to improve product, processes, and customer experience as we scale.

Skills

EA/CPA credential

Tax preparation

Remote work experience

Communication skills

Multistate returns

Tax software proficiency

Tools

Tax software platforms

AI-enabled review tools

Secure document sharing

Job description

April is seeking credentialed Tax Experts (Preparer) to join a fast-paced, policy-driven team. You will prepare tax returns and provide tax guidance to clients on our embedded platform across partner sites, delivering accurate results and excellent service.

This full-time, US-based role starts January/February and runs through April 30, 2027. You will work remotely with a collaborative team, using AI-enabled tools, standard workflows, and secure client portals to manage end-to-end client