# Tax Expert - Seasonal

**Company:** [April](https://hotfix.jobs/companies/april)
**Location:** Remote
**Salary:** $40 – $42/hr
**Experience:** 5+ years
**Skills:** ea, CPA, ptin, tax preparation, virtual consultations, tax planning, multi-state returns, self-employment tax, rental income, investment income
**Posted:** 2026-06-25

> Credentialed Tax Expert conducting 45-minute video consultations, preparing complex individual returns, and delivering personalized tax planning advice for a seasonal remote role.

## Job Description

## Key Responsibilities
- 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
- 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

**Apply:** https://hotfix.jobs/jobs/03691497-2dcb-4edd-bb9d-2a882d074d61
**Canonical:** https://hotfix.jobs/jobs/03691497-2dcb-4edd-bb9d-2a882d074d61