Tax Concierge Specialist - Seasonal

April Tax Solutions, Inc.; Northern (KY); Hybrid; USD 25,000 - 39,000; Full time

Job summary

April Tax Solutions, Inc. seeks a Tax Concierge Specialist – Seasonal to support Pro customers via chat with tax questions and document guidance. This full-time, US-based seasonal role runs December/January through April 30, 2027, offering dynamic, fast-paced collaboration and opportunities to shape the customer experience.

You’ll work with a team to assist customers, learn new tools, and help clients navigate the filing process using april’s tax services embedded in partner sites.

Qualifications

• 3+ years of customer service in fast-paced environments.
• Strong written and verbal communication skills.
• Experience providing high-touch chat support and phone support.
• Comfort with learning new technology and systems quickly.
• Familiarity with CRM/ticketing tools like Zendesk, Salesforce, Intercom.
• Ability to explain tax concepts clearly to customers.
• Proficiency with digital tools for secure document sharing and portals.
• Attention to detail with ability to manage multiple conversations.

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 stressed or facing difficulties.
• Conduct outreach via messaging and outbound calls as filing deadlines approach.
• Own customer issues through to resolution, following up and keeping customers informed.
• Escalate issues per process and policy when needed.
• Meet or exceed goals for customer satisfaction, service quality, and efficiency.
• Navigate multiple systems and tools to document interactions and resolve issues.
• Share feedback with leadership and product teams to improve the product and processes.

Skills

Customer service

Clear communication

Chat support

Technical aptitude

Zendesk Salesforce Intercom

Tools

Zendesk

Salesforce

Intercom

Job description

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.