April Tax Expert (Reviewer) at April reviews individual and business tax returns ensuring accuracy and compliance, using AI-enabled review tools. The role includes mentoring tax preparers and handling complex tax situations.
Responsibilities
april is looking for credentialed Tax Experts (Reviewer) who thrive in fast-paced environments, adapt quickly, and care about delivering great service. In this role, you’ll prepare tax returns and give tax advice to clients using april’s professional tax services, which are embedded in our financial partners’ sites. You’ll be a part of a collaborative team where we build, learn, and iterate quickly, and your insights help shape the experience we deliver. This is a full time, US based position running from February 1st through April 30th, 2027. Sound like you? Let’s change how taxes get done.
Review individual and business tax returns prepared by tax preparers, ensuring accuracy, completeness, and compliance with applicable tax laws and regulations
Comfortable using AI-enabled review tools as part of the workflow, with demonstrated ability to adapt 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 for timely acceptance of returns
Handle complex or escalated tax situations, applying professional judgment and collaborating with internal experts as needed to resolve issues
Support and mentor tax preparers by providing feedback, coaching, and reinforcing best practices to improve overall team quality and consistency
Maintain strong client experience by addressing key tax-related questions, clarifications, or escalations in a clear and professional manner when needed
Share recurring issues, process gaps, and product feedback with leadership and product teams to continuously improve tools, workflows, and overall filing accuracy and efficiency
Active EA or CPA credential and a valid PTIN
5+ years of paid individual tax prep experience, including at least 60-90+ returns prepared in each of the last two tax seasons with strong preference for remote work experience
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
Qualification
Active EA or CPA credentialValid PTIN
Required
Active EA or CPA credential
Valid PTIN
5+ years of paid individual tax prep experience
60-90+ returns prepared in each of the last two tax seasons
2+ years reviewing moderate to high-complexity returns
