# Tax Expert

**Company:** [April](https://hotfix.jobs/companies/april)
**Location:** Remote
**Salary:** $40 – $42/hr
**Experience:** 5+ years
**Skills:** ea credential, cpa credential, ptin, tax preparation software, multi-state tax returns, self-employment tax, rental income tax, investment income tax, e-filing systems, client portals
**Posted:** 2026-06-25

> Credentialed Tax Expert (EA or CPA) reviewing and approving complex individual and business tax returns in a high-volume remote seasonal role. Requires 5+ years tax prep and 2+ years review experience.

## Job Description

## Key Responsibilities
- Review individual and business tax returns prepared by tax preparers, ensuring accuracy, completeness, and compliance with applicable tax laws and regulations
- Use AI-enabled review tools as part of the workflow, adapting to evolving review processes while applying sound judgment informed by professional experience
- Conduct detailed quality assurance checks, identifying errors, inconsistencies, or optimization opportunities and providing clear corrections or guidance
- Oversee the finalization of tax filings, including sign-off/approval of returns prior to e-filing submissions and re-efiling after capturing and fixing rejection errors
- Handle complex or escalated tax situations, applying professional judgment and collaborating with internal experts as needed
- Support and mentor tax preparers by providing feedback, coaching, and reinforcing best practices
- Maintain strong client experience by addressing key tax-related questions, clarifications, or escalations
- Share recurring issues, process gaps, and product feedback with leadership and product teams

## 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
- 2+ years experience reviewing moderate to high-complexity returns prepared by other tax professionals in a high-volume tax practice, 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

**Apply:** https://hotfix.jobs/jobs/8a07ea68-5bcb-4330-9ccd-1d316f4375d5
**Canonical:** https://hotfix.jobs/jobs/8a07ea68-5bcb-4330-9ccd-1d316f4375d5