About The Position

Taxfyle is seeking a Partner Success Intern to support the Partner Success and Sales teams during the 2027 tax season, from January through the end of April 2027. The intern will support partner onboarding, respond to partner and client questions, field inbound calls, triage support issues, monitor job workflows, and assist with daily operations that support a smooth experience for tax professionals and clients. This is a hands-on, fast-paced internship for a student or recent graduate interested in technology, startups, customer or partner success, sales, or professional services. No tax background is required; training and tools will be provided. The role is hourly and seasonal, with a minimum commitment of 20 hours per week, generally Monday through Friday. The schedule may be coordinated around the intern’s class schedule, provided the weekly commitment is met. The position is hybrid in Coconut Grove, Florida, with availability during core Eastern Time business hours. Occasional evening or weekend hours may be required based on business needs. All employees are expected to comply with Taxfyle’s information security policies and acceptable use standards, complete required security awareness training, report suspected security incidents or policy violations, protect credentials and company data, and support audits and control reviews as requested. The role description is not exhaustive, and duties and qualifications may change to meet organizational needs.

Requirements

  • Currently enrolled in college or a recent graduate; students pursuing business, communications, sales, technology, or a related field are encouraged to apply.
  • Strong written and verbal communication skills and the ability to communicate clearly and professionally.
  • Comfort speaking by phone with partners, clients, and internal and external constituents.
  • Strong active listening skills and the ability to address client needs with tact, patience, and professionalism.
  • Sound judgment and decision-making skills, with strong follow-through.
  • Highly organized and detail-oriented, with the ability to manage multiple tasks and priorities simultaneously.
  • Strong problem-solving skills and a proactive approach to identifying and resolving issues.
  • Comfort learning new technology, software platforms, and internal tools.
  • Ability to work independently and collaborate effectively with a team.
  • Ability to maintain confidentiality and professionalism when handling partner and client information.
  • Availability for at least 20 hours per week from January through April 2027; consistent weekday availability is preferred.
  • Ability to maintain productivity, organization, and composure in a fast-paced environment and adapt to changing processes, tools, and priorities.
  • Comply with company information security policies, complete assigned security training, report suspected security incidents or violations, protect credentials and company data, and support information security audits and reviews.

Nice To Haves

  • Interest in technology, startups, customer success, partner success, or professional services.
  • Familiarity with customer support or collaboration tools such as Salesforce, HubSpot, Slack, or similar platforms.
  • Previous experience in a customer-facing, administrative, support, or service-oriented role.
  • Experience in a fast-paced environment where priorities may change quickly.
  • Familiarity with tax, accounting, or financial services.

Responsibilities

  • Assist new tax professionals with onboarding questions and requirements, monitor onboarding progress, and escalate issues as needed.
  • Respond to partner and client inquiries through Help Desk tickets, email, Slack, and other support channels.
  • Field inbound calls for support, sales, and Partner Onboarding; provide accurate information, route callers appropriately, and document interactions.
  • Triage support issues, gather relevant information, and escalate unresolved or high-priority matters to the appropriate internal team.
  • Monitor assigned job flows and statuses to identify potential issues, delays, or items requiring follow-up.
  • Document support interactions, onboarding activity, job updates, and resolutions accurately.
  • Provide timely, professional responses to partner and client inquiries while maintaining a high-quality service experience.
  • Identify recurring questions, issues, or process gaps and share observations with the Partner Success team.
  • Help maintain internal documentation, knowledge base resources, and support materials to reflect current processes and tools.
  • Collaborate with Partner Success and cross-functional teams to resolve issues and improve partner and client experiences.
  • Comply with applicable information security policies and acceptable use standards, complete required security training, report suspected incidents or violations, protect credentials and company data, and support audits and control reviews as requested.
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