Tax Services Manager - Temporary

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
55-60 Hourly
Senior level
Financial Services
The Role
Lead a large remote team of tax professionals to deliver high-quality tax preparation and consultations. Oversee daily operations, capacity, KPIs, SLAs, and escalations. Build workflows, drive performance, and collaborate with product and engineering to improve tools and customer experience.
Summary Generated by Built In

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.

Skills Required

  • 5+ years managing customer-facing or operations teams in a fast-paced, high-volume environment
  • Experience managing remote teams or working in a remote setting
  • Proven ability to lead high-performing teams and meet KPI targets for productivity, efficiency, throughput, and customer satisfaction
  • Strong technical aptitude; able to identify, assess, and clearly explain product issues to engineering
  • Willingness to work outside standard business hours, including evenings and weekends during peak season (Jan-Apr)
  • Active EA or CPA credential and tax preparation experience
  • Experience delivering tax preparation and video consultations to customers, including high-net-worth and small business clients
  • Self-starter mindset; comfortable with change and learning by doing

april Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about april and has not been reviewed or approved by april.

  • Parental & Family Support Parental leave is described as “top in the field,” indicating a strong emphasis on supporting new parents. This focus underscores an intent to help employees balance family and work during life events.
  • Leave & Time Off Breadth Unlimited PTO is explicitly offered for vacations, celebrations, and rest. This breadth of time off suggests flexible, year‑round recharge opportunities.
  • Fair & Transparent Compensation Multiple roles publicly list base pay ranges (e.g., Tax Analyst $75k–$95k; Senior Account Executive $145k–$165k base), providing clear targets at hire. Public bands increase visibility into expected base compensation.

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The Company
HQ: Lyon
63 Employees
Year Founded: 2021

What We Do

Integrating intelligent tax experiences wherever people make financial decisions.

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