Tax Services Manager

Position Overview

• Location Type: Remote
• Job Type: Full-time
• Salary: $130K - $155K

april is seeking a Tax Operations Manager to lead a large, remote team of tax professionals in a high-growth startup environment. This role is for an individual with deep tax expertise, strong people management skills, and a passion for building scalable systems. You will be instrumental in shaping the client experience by working collaboratively in an agile team that iterates quickly.

Key Responsibilities

• Lead a remote team of tax experts in preparing returns and conducting video tax consultations for april customers.
• Oversee daily tax practice operations, including capacity management, productivity, funnel performance, customer escalations, and SLA adherence.
• Drive team performance to meet or exceed Key Performance Indicators (KPIs) for customer satisfaction, service quality, and operational efficiency.
• Cultivate a productive, high-energy, and supportive team culture aligned with april’s values.
• Develop and implement systems and workflows to enhance consistency, compliance, and efficiency.
• Serve as the voice of the customer, relaying pain points, team insights, and improvement opportunities to product, engineering, and operations teams.
• Collaborate cross-functionally to test, launch, and refine products, services, and expert tools.

Requirements

• 3+ years of experience managing teams of tax professionals in a high-volume tax practice, preferably in a remote setting.
• 5+ years of tax preparation experience with an active EA or CPA credential and a valid PTIN.
• Strong understanding of tax compliance rules and experience reviewing individual and business returns for accuracy.
• Proven ability to lead high-performing teams and foster a supportive culture.
• Experience utilizing professional tax software.
• Strong technical aptitude, with the ability to identify, assess, and clearly communicate product issues to engineering teams.
• Willingness to work outside standard business hours, including evenings and weekends, during the peak tax season (January through April).
• Experience working in a virtual environment with tax clients, including the use of client portals, e-signature platforms, secure document sharing, and online meeting tools (e.g., Google Meet, Zoom).
• Passion for improving the customer and tax expert experience through service and product innovation.
• Self-starter mentality, comfortable with change, eager to learn by doing, and excited to contribute to the future of the tax industry.

About april

april is the leading embedded, year-round tax platform designed to empower smarter financial decisions. april's white-labeled tools integrate tax intelligence into existing platforms, assisting users with filing, planning, and onboarding. The platform helps users understand the financial impact of various transactions and manage tax payments throughout the year. april's AI-powered tax engine handles complex tax situations by ingesting data directly from partner applications, ensuring accurate and timely outcomes. This makes tax planning and filing more connected, contextual, and accessible. With its API-first infrastructure and seamless data integrations, april enables partners to deliver enhanced value, build customer loyalty, and leverage taxes as a strategic advantage.