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About the role
april is looking for a Tax Services Manager who thrives in fast-paced environments, adapts quickly, and embraces challenges in a high-growth startup. In this role, you’ll lead a large team of remote tax professionals serving clients of financial partners who embed april’s pro tax services directly into their platforms. This is a fully remote, seasonal position (September 1, 2026 to April 30th 2027) with potential for full time employment.
This leadership role is ideal for someone with strong technical problem-solving skills, a data-driven approach to managing KPIs and team performance, proven people leadership, and a passion for building scalable operations. You'll join a fast-moving team where you'll help shape the future of tax through technology, AI-powered tools, and continuous innovation. Sound like you? Let’s change how taxes get done.
Key responsibilities
Lead a remote team of Tax Experts delivering high-quality tax preparation and video consultations to customers of april's partners, including high-net-worth and small business clients.
Oversee daily tax practice operations, including capacity management, productivity, funnel performance, customer escalations and adherence to SLAs
Drive team performance to consistently meet or exceed KPI targets for customer satisfaction, service quality, and productivity
Build a productive, high-energy, and supportive team culture that aligns with april’s values
Develop systems and workflows to drive consistency, compliance, and efficiency
Act as the voice of the customer— surfacing pain points, team insights, and opportunities for improvement to product, engineering, and operations teams
Collaborate cross-functionally to test, launch and improve products, services, and expert tools
Experience
5+ years of experience managing customer-facing or operations teams in a fast-paced, high-volume environment, preferably in a remote setting
Active EA or CPA credential and tax preparation experience are a plus, but not required
Proven ability to lead high-performing teams and foster a supportive culture while achieving KPI targets for productivity, efficiency, throughput, and customer satisfaction
Strong technical aptitude; able to identify, assess, and clearly explain product issues to the engineering team for resolution
Willing to work outside of standard business hours, including evenings and weekends, as needed during our peak season from January through April
A self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry
About april
april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.
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