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

Taxfyle • Coconut Grove, FL

10d • Hybrid

About The Position

Taxfyle is hiring a Seasonal Relationship Manager to support partner clients during the January–April 2027 tax filing season. The role serves as the primary point of contact for assigned taxpayer clients throughout the engagement lifecycle, from job submission through processing and e-filing. The Relationship Manager helps maintain strong client relationships, resolve issues, and deliver a consistent experience for partners and their end clients.

This is an hourly, seasonal, non-exempt position requiring at least 20 hours per week. The role is based in Coconut Grove, Florida, with a hybrid, flexible work arrangement and availability during Eastern Time Zone core business hours. Taxfyle provides training and onboarding. The position description notes that remote work and flexible scheduling options are available.

Requirements

• Be pursuing a bachelor's degree in a related field, preferred, or have equivalent work experience.
• Have strong interpersonal and communication skills, including the ability to build rapport and manage client expectations.
• Be highly organized and demonstrate attention to detail and follow-through.
• Be able to work in a fast-paced, deadline-driven environment while managing multiple priorities.
• Demonstrate a proactive, resourceful, solution-oriented mindset.
• Handle confidential client tax information discreetly and protect client privacy in accordance with security and data privacy policies.
• Be available to work at least 20 hours per week during the January–April 2027 season.
• Be available during core business hours in the Eastern Time Zone.

Nice To Haves

• Proficiency with CRMs or customer success platforms such as HubSpot or Salesforce.
• Experience with tax or accounting software such as Drake, ProConnect, Intuit Tax Online, or similar.
• Experience in a SaaS or marketplace platform environment.
• Experience using data or reporting tools to track client health metrics, such as Salesforce reports, HubSpot dashboards, or Looker.
• At least one year of client relationship, account management, or customer success experience, preferably 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 as their trusted point of contact.
• Guide clients through the engagement process, including job submission, processing, and e-filing.
• Monitor account activity to identify issues proactively, address concerns, and ensure timely resolutions.
• Collaborate with Partner Experience and internal support teams to provide a seamless, consistent client journey.
• Maintain accurate records of client interactions and outcomes in CRM systems.
• Track and report key 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 required security training, report suspected security incidents or violations, protect credentials and company data, and support audits 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.
• Opportunity to be considered for future full-time roles.

What This Job Offers

• Career Level: Entry Level