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Tax Concierge Specialist – Seasonal
april april. Support Pro customers via chat by answering tax questions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with effective written and verbal communication, technical aptitude, and problem-solving abilities. Proficient in navigating multiple systems and familiar with common tax forms and concepts to support clients through the filing process.
Highest-signal resume keywords
Customer Service SkillsEffective CommunicationTechnical AptitudeExperience with Tax ReturnsFamiliarity with Tax Forms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PreparationProblem-SolvingDocument GatheringCustomer SupportNavigating Multiple Systems
Soft Skills
PatienceWarmthProactive Follow-UpAdaptabilitySelf-Starter Mindset
Tools & Technologies
Customer PortalsSecure Document SharingOnline Communication Platforms
Industry Keywords
Tax ServicesFinancial ServicesCustomer SatisfactionOperational Efficiency
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- United States-based position
- Strong customer service skills and clear, patient, effective written and verbal communication
- Technical aptitude and problem-solving mindset
- Ability to navigate multiple systems and adapt quickly to new technology
- Experience providing high-touch customer support over chat, messaging, or phone
- Familiarity with common tax forms and concepts
- Proficiency with digital tools including customer portals, secure document sharing, and online communication platforms
- Self-starter mindset and comfort with change and learning by doing
- Experience preparing tax returns, especially in high-volume settings (nice to have)
- Prior experience in a tax, accounting, or financial services support environment (nice to have)
- Must verify identity and eligibility to work in the United States
- Reliable high-speed internet connection and private, secure workspace suitable for sensitive client tax information
- Access to a mobile/cell phone
- Availability to work full-time Monday through Friday, 9am–5pm, for the entire January 11–April 30, 2027 period
- Authorization to work in the United States
- Must not require employment visa sponsorship now or in the future
Benefits
Comp & perks- Full-time seasonal position from January 11, 2027 through April 30, 2027
- Remote work
- IT equipment and onboarding materials shipped if hired