Tax Services Manager

About the Role

Salary: $130K - $155K

april is looking for a Tax Operations 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 such as CCH, Lacerte, or similar platforms
• 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 on a mission to democratize tax planning and provide smarter, year-round tax solutions that help people make the most of their financial opportunities. Taxes shouldn’t be an afterthought—they should be an integrated part of better financial decision-making.

We provide access to intelligent tax insights that help individuals optimize their tax situation before year-end, while reducing stress and eliminating extra work come tax season. By embedding tax capabilities directly into the financial platforms you already use, we turn a traditionally complex process into a seamless, value-add experience.

At april, we’re redefining the role of taxes in financial services—making them more accessible, intuitive, and beneficial. If you’re excited to help transform the future of taxes, we’d love to hear from you.