Tax Services Manager

About the Role

Salary: $130K - $155K

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 leadership role is ideal for someone with deep tax expertise, strong people management experience, and a passion for building systems that scale. You’ll be part of an agile, collaborative team where we build, learn, and iterate quickly, and where your voice and feedback directly shape the experience we deliver.

Sound like you? Let’s change how taxes get done.

Key Responsibilities

• Lead a remote team of tax experts who prepare returns and deliver video tax consultations for april customers
• 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 operational efficiency
• 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

• 3+ years managing teams of tax professionals in a high-volume tax practice, ideally in a remote environment
• 5+ years of tax preparation experience with active EA or CPA credential and a valid PTIN 
• Strong knowledge of tax compliance rules with experience reviewing individual and business returns for accuracy
• Proven ability to lead high-performing teams and foster a supportive culture
• Experience using professional tax software 
• 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
• Experience working in a virtual environment with tax clients, including use of client portals, e-signature platforms, secure document sharing, and online meeting tools such as Google Meet or Zoom
• Passionate about improving the experience for both customers and tax experts through service and product innovation
• 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.