Tax Services Manager

Summary

Join april, a fast-growing startup, as their Tax Services Manager, leading a large team of remote tax professionals. You will oversee daily tax operations, drive team performance, and build a supportive team culture. This role requires deep tax expertise, strong people management skills, and a passion for building scalable systems. You will collaborate cross-functionally and act as the voice of the customer to improve products and services. The ideal candidate will have 3+ years managing tax professional teams and 5+ years of tax preparation experience with an EA or CPA credential. This is an opportunity to shape the future of the tax industry.

Requirements

• 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
• 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

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