Tax Concierge Specialist - Seasonal
Job Description
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april is looking for customer-focused Tax Concierge Specialists who thrive in fast-paced environments, adapt quickly, and care about delivering great service. In this role, you'll support pro customers via chat, assist with tax questions, and help guide clients through the filing process using april's professional tax services, which are embedded in our financial partners' sites. You'll be part of a collaborative team where we build, learn, and iterate quickly, and your insights help shape the experience we deliver.
This is a full-time, US-based position starting on January 11th, 2027 through April 30th, 2027.
Key Responsibilities
- Support Pro customers via chat by answering tax questions, assisting with document gathering, and providing status updates on their returns
- Respond to every customer with warmth, patience, and professionalism, including those who are frustrated, stressed, or navigating difficult personal situations
- Conduct customer outreach via messaging and outbound calls as filing deadlines approach
- Own customer issues through to resolution, following up proactively and keeping customers informed along the way
- Recognize when an issue needs escalation and route it according to process and policy
- Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
- Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
Experience
- Strong customer service skills with the ability to communicate clearly, patiently, and effectively in written and verbal formats
- Technical aptitude and problem-solving mindset—comfortable navigating multiple systems and adapting quickly to new technology
- Experience providing high-touch customer support over chat, messaging, or phone
- Familiarity with common tax forms and concepts
- Proficient with digital tools including customer portals, secure document sharing, and online communication platforms
- Self-starter mindset—comfortable with change, learning by doing, and excited to help shape the future of the tax industry
Nice to Have
- Experience preparing tax returns, especially in high-volume settings
- Prior experience in a tax, accounting, or financial services support environment
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April
View Company ProfileApril (operating under getapril.com, legally April Tax Solutions Inc.) is the premier, enterprise-grade AI-powered embedded tax platform, financial technology innovator, and digital tax compliance orchestration powerhouse engineered to act as the definitive, high-velocity tax filing, forecasting, and historical transcript retrieval layer for modern banks, wealth management applications, neo-banks, and gig-economy platforms. Co-founded in 2021 by visionary fintech leaders Ben Borodach (CEO) and Daniel Marcous (CTO, former lead data scientist at Google Israel and CTO at Waze), the company completely eliminates the severe systemic friction of modern consumer tax management—where taxpayers face stressful, high-friction, and costly annual tax-preparation software, while financial institutions miss critical opportunities to capture user refunds and cross-sell wealth products—by delivering an advanced, code-first embedded tax execution matrix. Moving far beyond traditional, siloed DIY tax apps or legacy desktop accounting suites, April natively unifies robust real-time API data ingestion, direct pre-fill capabilities, a task-based reactive user interface that abandons rigid forms-based flows, and a white-label SDK designed to match the native UX of host applications into a high-availability developer platform. Serving as a trusted core utility for leading fintechs and wealth managers, the system powers native tax filing integrations for prominent partners including Chime, Carry, Compound Planning, Percapita, and Tongo. Demonstrating immense market validation, the high-growth enterprise has secured over $78 million in institutional venture capital—anchored by a marquee $38 million Series B financing round to scale its AI-driven tax engine—with elite backing from QED Investors, NYCA Partners, Team8, Treasury Partners, Euclidean Capital, and Atento Capital. Under the hood, its technology core utilizes optimized programmatic rulesets, secure SOC 2 Type II data privacy compliance, automated multi-region filing logic, and secure IRS and state e-file integrations designed to process complex tax returns with absolute calculations correctness. What sets April apart is its uncompromising dedication to replacing fragmented, third-party tax redirects with absolute in-app processing predictability, automated data pre-population, and proactive tax-planning capabilities; by bridging the gap between performance-intensive API structures and everyday financial wellness tools, the platform remains a definitive cornerstone of modern algorithmic tax technology and global digital workspace transformation.
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