Seasonal Relationship Manager (Entry-Level, Hourly, Jan-April 2027)

Taxfyle • Miami, FL

11d • $21 - $24 • Hybrid

About The Position

Taxfyle is hiring a Seasonal Relationship Manager to serve as the primary point of contact for partner clients during the peak tax season. The role supports clients throughout the engagement lifecycle, from job submission through processing and e-filing, helping ensure a smooth client experience and successful outcomes. The position is hourly, seasonal, non-exempt, and runs from January through the end of April 2027, with a minimum commitment of 20 hours per week. The office is in Coconut Grove, Florida; the position offers a hybrid, flexible work arrangement and remote work flexibility, with availability during core Eastern Time business hours.

The role is suited to an organized, tech-savvy communicator interested in client relations, technology, entrepreneurship, and exploring new tools, including AI in accordance with company security and data privacy policies. Candidates should be comfortable learning software, managing multiple priorities, working independently, and staying connected with their team. Tax or accounting experience is not required, and training will be provided. Prior customer service or client support experience is a plus.

The Relationship Manager manages assigned client relationships, monitors account activity, resolves concerns, collaborates with internal teams, maintains CRM records, tracks performance metrics, escalates complex issues while retaining client communication ownership, and identifies opportunities to improve processes. All employees are also expected to meet applicable information security responsibilities, including following security policies, completing assigned training, reporting suspected incidents, protecting credentials and company data, and supporting audits and reviews.

Requirements

• Pursuing a bachelor's degree in a related field is preferred, or equivalent work experience.
• Strong interpersonal and communication skills, including the ability to build rapport and manage client expectations.
• Highly organized, with excellent attention to detail and follow-through.
• Ability to thrive in a fast-paced, deadline-driven environment while managing multiple priorities.
• Proactive, resourceful, and solution-oriented approach.
• Ability to handle confidential client tax information discreetly and protect client privacy in accordance with security and data privacy policies.
• Available to work at least 20 hours per week during January through the end of April 2027.
• Availability during core business hours in the Eastern Time Zone.
• Comply with applicable information security responsibilities, including company policies, training, incident reporting, data and credential protection, and support for audits and reviews.

Nice To Haves

• Proficiency with CRM and customer success platforms such as HubSpot or Salesforce.
• Experience with tax or accounting software such as Drake, ProConnect, or Intuit Tax Online.
• Prior experience in a SaaS or marketplace platform environment.
• Experience with data or reporting tools for tracking client health metrics, such as Salesforce reports, HubSpot dashboards, or Looker.
• At least one year of client relationship, account management, or customer success experience, ideally in technology, SaaS, finance, or tax.
• Foundational knowledge of tax, accounting, or financial services.
• Prior customer service or client support experience.

Responsibilities

• Manage day-to-day relationships with assigned taxpayer clients and serve as their trusted point of contact.
• Guide clients through job submission, processing, and e-filing.
• Monitor account activity, identify issues proactively, address concerns, and ensure timely resolutions.
• Collaborate with Partner Experience and internal support teams to deliver a consistent client journey.
• Maintain accurate records of client interactions and outcomes in CRM systems.
• Track and report client performance metrics in support of team and organizational goals.
• Escalate complex or high-priority issues to the Manager, Client Success while retaining ownership of client communication.
• Identify trends, inefficiencies, and opportunities for process improvements.
• Comply with information security policies and acceptable use standards.
• Complete assigned information security awareness training.
• Report suspected security incidents, vulnerabilities, or policy violations to the Compliance Team.
• Protect access credentials and company data in accordance with the Data Classification Policy.
• Support information security audits, assessments, and control reviews as requested.

Benefits

• Flexibility to work remotely.
• Hands-on experience supporting clients during tax season at a growing tax technology company.
• Training and onboarding to prepare for the role.
• Opportunity to be considered for future full-time roles.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level