april april

• Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners
• Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise
• Meet high standards for customer care, service quality, and operational efficiency
• Solve complex filing situations using your professional judgement, tools and support of your manager and team members
• Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale
• Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams

Tax Expert – Temporary

Data Entry

• Process transcript request forms by logging into the system, downloading PDFs, entering data accurately, and uploading to the IRS portal
• Handle sensitive information including Social Security Numbers with strict adherence to security protocols
• Maintain consistent data quality and accuracy across all submissions
• Work efficiently through high-volume document processing tasks
• Collaborate with the team to track progress and flag any issues
• Follow established procedures and workflows for document submission

Data Entry Specialist

Product Manager

• Lead and own product strategy and execution for your assigned segment, guiding products through full-cycle development from ideation to launch to iteration that impact millions of taxpayers
• Work closely with cross-functional teams to define product requirements, prioritize roadmap, and drive daily execution through hands-on collaboration
• Deeply understand both enterprise partners and end-user needs to identify the right problems to solve and ensure we're delivering meaningful value
• Document and communicate product decisions, strategy, and roadmap to create organizational alignment and drive informed decision-making
• Balance long-term product vision with tactical execution, leveraging technical depth to ship relentlessly and iterate based on impact

Growth Marketing

• Own and grow a portfolio of partner accounts, maintaining full quota responsibility across renewals and expansion
• Develop and execute renewal and growth strategies aligned with april’s product vision, partner ecosystem, and revenue targets
• Build and maintain strong, executive-level partner relationships through proactive engagement and value-based consultation
• Identify and drive upsell and cross-sell opportunities that align with partner objectives and fintech use cases
• Lead Quarterly Business Reviews (QBRs), renewal discussions, and expansion planning with key partner stakeholders
• Collaborate cross-functionally with Customer Success, Sales, Marketing and Product teams to ensure partner satisfaction, retention, and long-term growth
• Maintain accurate pipeline management, forecasting, and account documentation within CRM systems

Partner Growth Lead

Administrative Assistant

• Manage complex, fast-changing calendars for two executives, balancing internal priorities with external demands.
• Coordinate travel, meetings, and logistics with speed and accuracy.
• Act as a gatekeeper and trusted liaison between executives and internal/external partners.
• Prepare briefings, decks, talking points, and follow-up notes.
• Support cross-functional projects and ad hoc initiatives as needed.
• Manage expenses, invoices, and basic budget tracking.
• Help coordinate team meetings, and company events.
• Partner with other team members to keep leadership aligned and informed.
• Demonstrates strong proactivity and ownership by anticipating executive needs, independently identifying and resolving issues, and taking full responsibility for outcomes.
• Handle sensitive and confidential information with discretion.
• Assist in the upkeep of NYC HQ by updating inventory, restocking the pantry and ordering supplies.
• Fosters a comfortable, well-functioning office environment by proactively managing logistics, anticipating team needs, and ensuring the workspace supports productivity and professionalism.

Executive Assistant – Office Manager

Product Designer

• Lead the entire design thinking process for significant parts of our multi-platform product suite (consumer, B2B2C, and internal business tools)
• Contribute to the growth of the product design function while building and communicating best practices across the organization
• Work directly with our Head of Product Design and Product, Engineering, and Tax Analyst leads to prioritize initiatives to ensure we are solving the right problems
• Ensure flawless, pixel perfect execution across all areas of the design process while keeping an eye on the bigger picture
• Regularly conduct research to ensure we are continuously improving the product experience by gathering qualitative and quantitative insights via user research
• Measure and contribute to business level objectives and key results by ensuring every piece of work you touch is adding value for both the user and the business
• Partner with the marketing team to ensure our solutions align with our users’ voice and the april brand

Senior Product Designer

Product Marketing

• Conduct market research and competitive analysis to inform product positioning, pricing strategies, and differentiation
• Develop product marketing strategies that drive consideration and adoption
• Own product messaging and positioning across all customer touchpoints and sales materials
• Collaborate with Sales and Customer Success to develop product collateral, sales enablement materials, webpage optimizations, customer case studies, etc.
• Surface insights from post-sale adoption data to refine pre-sale messaging and go-to-market approach
• Contribute to the development of plug-and-play marketing toolkits, templates, and playbooks that enable our partners to launch and scale effectively

Senior Product Marketing Manager

Chief of Staff

• Serve as a strategic partner to the CEO, helping prioritize time, decisions, and initiatives while preparing for key meetings with board members, investors, partners, and executives
• Lead high-impact, cross-functional initiatives from concept through execution, translating company strategy into clear goals, milestones, and operating plans
• Drive the operating cadence including OKRs, quarterly planning, and executive offsites while ensuring alignment across Product, Engineering, GTM, Finance, and Operations
• Build and maintain dashboards and metrics that inform leadership decisions, conducting ad-hoc analysis on strategic questions related to market, product, financial, and operational matters
• Facilitate effective leadership meetings with clear agendas and follow-through, improving internal communication and information flow across the company
• Own and execute special projects that don't neatly fit into one function, stepping in where the business needs leverage most at any given time

Revenue Operations

• Lead CRM (HubSpot) optimization and administration to maximize revenue operations efficiency
• Develop and implement revenue operations strategy, with focus on pipeline optimization and deal desk management
• Create and maintain revenue forecasting models and executive dashboards in HubSpot
• Drive cross-functional initiatives to optimize the revenue funnel from lead generation through customer success
• Design and implement lead attribution models to measure marketing campaign effectiveness and ROI
• Establish and maintain data governance standards across revenue-generating departments
• Collaborate with Finance team on revenue planning, forecasting, and performance analysis
• Manage stakeholders effectively with the ability to push back constructively and build buy-in for strategic initiatives
• Develop deep understanding of addressable market opportunities across payroll, wealth, small business, etc verticals to inform revenue strategy and prioritization

Revenue Strategy and Operations Manager

Full-stack Engineer

• Lead and own full-cycle (from idea to production) projects that are directly used by and impact millions of people
• Work closely with the product & UX to define product requirements and execute the development plans
• Design system architectures, select/ evaluate tools
• Build cloud-native microservices
• Mentor, and grow the team, our practices, and our technology stack

Senior Full-Stack Engineer

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

Senior Strategic Finance Analyst

Tax Expert – Seasonal

Account Manager

• Provide legal counsel on privacy, data protection, and trust & safety matters, ensuring compliance with applicable regulations including federal regulations state privacy laws, and evolving data protection frameworks
• Draft, review, and negotiate complex commercial agreements with fintech partners, including partnership agreements, data processing agreements, and API integration contracts
• Advise on consumer protection and financial services regulatory requirements relevant to tax technology and embedded finance products
• Partner with product, engineering, and business teams to implement privacy-by-design principles and scalable compliance frameworks
• Manage and respond to privacy-related inquiries, data subject requests, and regulatory communications
• Develop and maintain contract templates, playbooks, and legal processes that support rapid partnership growth

Senior Legal Counsel – Privacy, Trust & Partnerships

• Contribute to / own full-cycle (from idea to production) projects that are directly used by and impact millions of people.
• Work closely with the product & UX to translate product requirements to execution.
• Collaborate on designing system architectures, select/ evaluate tools.
• Build cloud-native microservices.
• Adopt and contribute to the team’s practices and technology stack.