april april

• 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

Tax Services Manager – Temporary

• Conduct 45 minute client consultations via video calls to understand tax situations, gather key financial details, and identify filing needs and recommend tax-savings and planning opportunities during Eastern Time zone operating hours between 9 AM - 6 PM ET
• Build trust with customers and partners by delivering personalized tax consultations, clear guidance, and actionable tax planning recommendations tailored to each client's goals and circumstances.
• Provide written summaries following each consultation, documenting key findings, tax advice, planning recommendations, and required next steps
• Identify potential tax issues, risks, or optimization opportunities and recommend appropriate resolutions or strategies within scope of expertise
• Document client interactions, key decisions, and required follow-ups in a clear and structured manner to support accurate return preparation
• Share recurring client questions, edge cases, and process gaps with leadership and product teams to improve consultation workflows, tools, and overall client experience

Tax Expert – Seasonal

• Prepare individual and business tax returns and meet with clients over video calls
• Utilize the company’s internal tax software platform, standardized workflows, and AI-enabled review tools, while adapting to system updates and evolving process requirements.
• Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
• Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Solve complex filing situations using your professional judgement, tools and support from your team
• Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale

Tax Expert, Preparer – Seasonal

Customer Success Manager

• Manage april’s most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit April’s users
• Build a best-in-class partner management model
• Leverage industry knowledge to craft thoughtful partnership and product strategies
• Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
• Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
• Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
• Leverage significant industry experience to help our internal teams compose our holistic account management strategy

Financial Planning and Analysis

• Lead strategic planning, short and long-range financial planning, and scenario modeling processes
• Develop and maintain sophisticated financial models to evaluate pricing strategies, revenue initiatives, and capital investment decisions
• Create executive-level analyses and presentations for board meetings and strategic reviews
• Partner with leadership to evaluate pricing strategies, revenue optimization, and market opportunities
• Design and track strategic KPIs that align with company objectives and drive accountability
• Conduct competitive analysis, market research, and financial benchmarking to inform pricing and revenue decisions
• Support fundraising and investor relations with financial modeling, presentation materials, and strategic narratives
• Identify and quantify opportunities for revenue growth, pricing optimization, and capital efficiency

Strategic Finance Manager

Manager

• Build, manage, and scale the Concierge function and customer support team
• Hire, coach, and develop a high-performing team focused on empathy, responsiveness, and operational excellence
• Establish service standards, workflows, KPIs, and quality assurance processes
• Support customers with:
• - Document retrieval and collection
• - Consultation scheduling and rescheduling
• - Product-related questions
• - General tax return status and support inquiries
• Partner closely with Tax Operations and Tax Experts to ensure efficient customer handoffs and issue resolution
• Create and refine customer support processes that improve both customer satisfaction and operational efficiency
• Help define the customer experience strategy as the company continues to grow
• Identify opportunities for automation, tooling, and process optimization while maintaining a high-touch customer experience
• Foster a culture centered on accountability, collaboration, and customer care

Concierge Manager

• Prepare individual and business tax returns and meet with clients over video calls for tax consultations
• Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
• Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Solve complex filing situations using your professional judgement, tools and support from your team
• Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
• Help build and improve scalable tax operations, systems, and workflows to support a high-growth tax practice.
• Provide additional support during peak tax season by assisting tax experts with complex questions, handling escalations, and helping maintain smooth day-to-day operations