# Tax Expert

**Company:** [April](https://hotfix.jobs/companies/april)
**Location:** Remote
**Role:** Other
**Salary:** $83k – $87k/yr
**Experience:** 5+ years
**Skills:** Ea, CPA, Ptin, Tax Preparation, Tax Consulting, Virtual Consultations, Tax Planning, Professional Tax Software, Multi-State Tax Returns, Self-Employment Income, Rental Income, Investment Income
**Posted:** 2026-07-07

> Temporary full-time remote role preparing complex individual tax returns and conducting virtual tax consultations with clients. Requires active EA/CPA credential, 5+ years tax prep experience, and 2+ years of virtual tax planning consultations.

## Job Description

## Key Responsibilities
- Conduct 45-minute client consultations via video calls to understand tax situations, gather key financial details, identify filing needs, and recommend tax-savings and planning opportunities during Eastern Time zone operating hours (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.
- 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 (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 adapting quickly to new technology.
- Experience working virtually with tax clients, including 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.
- Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry.

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