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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