Client Relationship Manager (Early Career)

Taxfyle•Miami, FL

18h•Remote

About The Position

Taxfyle's mission is to make professional services accessible and available to all. We are industry leaders, developing the East Coast's very own “Silicon Valley”. Join us in our efforts to reshape the world’s multi-billion-dollar professional services industry. Recognized as one of the fastest-growing companies in the country, Taxfyle has transformed professional tax preparation with an easy-to-use mobile platform heralded as “Uber for Taxes”. Join our team in this modern era of accounting and professional services. This is an early-career role designed for candidates looking to build foundational experience in client relationship management within a fast-growing tech environment. As a Relationship Manager, you will be the primary point of contact for partner clients, supporting them throughout the full engagement lifecycle from job submission through e-filing. You will play a critical role in ensuring seamless client experiences, maintaining strong relationships, and driving successful outcomes for both our partners and their end clients. This role requires strong client management skills, problem-solving ability, and a working knowledge of tax or accounting concepts.

Requirements

Bachelor’s degree in a related field preferred, or equivalent work experience preferred.
1-3 years of client relationship, account management, customer success, or related experience — ideally within tech, SaaS, finance, or tax.
Foundational knowledge of tax, accounting, or financial services is a plus but not required.
Strong interpersonal and communication skills, with the ability to build rapport and manage client expectations.
Highly organized with excellent attention to detail and follow-through.
Proficiency in CRMs and customer success platforms (e.g., HubSpot, Salesforce) a plus but not required.
Ability to thrive in a fast-paced, deadline-driven environment with multiple priorities.
Proactive, resourceful, and solution-oriented mindset.
Ability to support occasional extended hours if needed during peak tax seasons (March–April, Sept–Oct), where workload and client demand increase.

Responsibilities

Manage day-to-day relationships with assigned taxpayer and partner clients, serving as their trusted point of contact.
Guide clients through the full engagement process, ensuring smooth job submission, processing, and e-filing.
Monitor account activity to proactively identify issues, address concerns, and ensure timely resolutions.
Collaborate with the Partner Success and internal support teams to deliver a seamless, consistent client journey.
Maintain accurate records of client interactions and outcomes in CRM systems.
Track and report on key client performance metrics to support team and organizational goals.
Escalate complex or high-priority issues to the Manager, Client Success while maintaining ownership of communication with the client.
Contribute to continuous improvement efforts by identifying trends, inefficiencies, and opportunities for process enhancements.
Customer-centric mindset with empathy, active listening, and a solutions-oriented approach.
Professional presence and integrity in representing the company.
Strong verbal and written communication skills tailored to diverse audiences.
Collaboration and teamwork across departments to deliver seamless client outcomes.
Critical thinking and sound judgment in analyzing client issues.
Results-oriented focus on achieving measurable outcomes.
Accountability and ownership in following through on commitments.
Adaptability and resilience in fast-paced, evolving environments.
Attention to detail and accuracy in client interactions and documentation.
Learning agility and openness to new tools, processes, and industry knowledge.