April
Tax Expert (Consultations) - Temporary
United States · Contract
Sponsorship not specifiedDetected 14 days ago
TaxLeadershipCommunication
About the role
- april is looking for credentialed Tax Experts (Consultations) who thrive in fast-paced environments, adapt quickly, and care about delivering great service.
- This is a full time, US based position starting in August 2026 through April 30th, 2027.
- 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
Responsibilities
- Experience working virtually with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools
Requirements
- Provide written summaries following each consultation, documenting key findings, tax advice, planning recommendations, and required next steps
- Document client interactions, key decisions, and required follow-ups in a clear and structured manner to support accurate return preparation
- 2+ years of experience conducting virtual tax consultations and providing personalized tax planning recommendations to clients via video.
- In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Company info
- 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.
This listing is sourced directly from April's careers page and normalized into a canonical job model.