Tax Concierge Specialist - Seasonal

About the role

april is looking for customer-focused

Tax Concierge Specialists – Seasonal 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 will help shape the experience we deliver. This is a full-time, U.S.-based seasonal position running from December/January through April 30, 2027. Sound like you? Let's change how taxes get done.

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
• Navigate multiple systems and tools to efficiently document customer interactions and resolve issues
• Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
• Experience
• 3+ years of customer service or customer support experience, ideally in a high-volume or fast-paced environment
• Strong customer service skills with the ability to communicate clearly, patiently, and effectively in written and verbal formats
• Experience providing high-touch customer support over chat, messaging, phone, or similar channels
• Technical aptitude and a problem-solving mindset, with the ability to quickly learn and navigate new technology
• Experience using a CRM, ticketing system, or customer support platform such as Zendesk, Salesforce, Intercom, or similar tools
• Familiarity with common tax forms and concepts, with the ability to learn and communicate tax-related information clearly to customers
• Proficiency with digital tools including customer portals, secure document sharing, and online communication platforms
• Strong attention to detail and the ability to manage multiple customer conversations and priorities at once
• 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 a high-volume tax preparation environment
• Experience working for a tax preparation company or tax-focused organization
• Prior experience in a tax, accounting, or financial services support environment
• Experience supporting customers through tax filing, document collection, or other financial workflows
• Familiarity with CRM, ticketing, or customer support platforms
• Experience working in a seasonal or deadline-driven environment
• In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year.

Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.