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AprilAprilUnited States

Tax Services Manager

Lead a remote team of tax professionals delivering tax preparation and consultations for high-net-worth and small business clients. Oversee operations, drive KPIs, build culture, and collaborate with product/engineering teams to improve AI-powered tax tools.

114k – 125k/yr
Remote5+ YOEOther

About the role

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.

Requirements

  • 5+ years of experience managing customer-facing or operations teams in a fast-paced, high-volume environment, preferably in a remote setting.
  • 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.

Nice-to-Haves

  • Active EA or CPA credential and tax preparation experience.

Skills

Team LeadershipKpi ManagementOperations ManagementTax PreparationCustomer EscalationsCross-Functional CollaborationTechnical AptitudeRemote Team Management

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