april april

• Support Pro customers via chat by answering tax questions
• Assist with document gathering and provide status updates on tax returns
• Respond warmly, patiently, and professionally to customers, including frustrated or stressed customers
• Conduct customer outreach through messaging and outbound calls as filing deadlines approach
• Own customer issues through resolution, follow up proactively, and keep customers informed
• Recognize issues requiring escalation and route them according to process and policy
• 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 customer experience
• Help clients navigate the filing process using april’s embedded professional tax services

Tax Concierge Specialist – Seasonal