Tax Expert Lead - Temporary - Remote

Overview

As a Tax Expert Lead, you will provide expert tax guidance and operational support to april’s tax experts during tax season, researching complex U.S. tax topics and ensuring process adherence and service quality.

In Short

• Support up to 25 Tax Experts by answering complex U.S. individual tax (1040) questions
• Provide guidance on process adherence, quality, and operational best practices
• Research complex tax issues and share clear, actionable guidance
• Model productive problem-solving when systems break
• Collaborate with Tax Managers to monitor quality and provide feedback
• Participate in testing and feedback sessions for tax software
• Serve as a resource for escalated customer questions
• Ensure smooth daily operations during peak season

Requirements

• Active EA or CPA credential and a valid PTIN
• 5 years of paid individual tax preparation experience
• Prior leadership, training, or mentorship experience
• Proven experience reviewing tax returns prepared by others
• Expert knowledge of U.S. tax law
• Strong proficiency with professional tax software
• Excellent written and verbal communication skills
• Experience working virtually with tax clients
• Self-starter mindset and eagerness to learn

Benefits

• Opportunity to return in future tax seasons
• Work in a collaborative and supportive environment
• Flexible work arrangement
• Engagement in innovative tax solutions