Job Description

Job Title: Seasonal Relationship Manager 
Reports to:  Manager, Client Success
Department: Partner Success
Duration: Hourly, Seasonal, Non-Exempt (minimum 20 hours/week; January - end April 2027) 
Office Location: Coconut Grove, FL (Hybrid, flexible work arrangement, with availability to work during core business hours in the Eastern Time Zone)
Hourly Rate: $21 - 24 hour

About Taxfyle

Taxfyle is a leading provider of online tax preparation services that connects users with certified tax professionals for a seamless, efficient, and accurate filing experience. Our platform serves individuals and businesses, and we are building the infrastructure that powers the future of professional tax services. Headquartered in Coconut Grove, FL, we are a growing tech startup with a fast-moving, high-ownership engineering culture.

Role Summary: 

As a Seasonal Relationship Manager, you will be the primary point of contact for partner clients during peak tax season, 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, for the duration of the January–April filing season.

Ideal Candidate:

The ideal candidate is a motivated, organized communicator who is excited to build client relations experience in an environment that thrives on technology. You are tech savvy, curious about entrepreneurship and startups, and eager to explore how AI and new tools can make work smarter and more efficient. At Taxfyle, using AI is encouraged in line with our security and data privacy policies, and we value team members who bring fresh ideas for improving how we serve our clients. You enjoy helping people, stay calm and professional when things get busy, and take pride in following through on every detail. You are comfortable learning new software quickly, managing several priorities at once, and working independently in a remote setting while staying connected with your team. Prior customer service or client support experience is a plus, but no accounting or tax background is required; we will provide the training you need to succeed. With flexible scheduling options and remote work, this role is well suited for those balancing school or other commitments who want hands on, client facing experience at a technology company during its busiest season of the year.

Key Responsibilities:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Manage day-to-day relationships with assigned taxpayer 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 Experience 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.

Requirements:

• Pursuing a Bachelor's degree in a related field preferred, or equivalent work experience.
• 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.
• Ability to thrive in a fast-paced, deadline-driven environment with multiple priorities.
• Proactive, resourceful, and solution-oriented mindset.
• Ability to handle confidential client tax information with discretion and a strong commitment to protecting client privacy in line with our security and data privacy policies.
• This is a seasonal, hourly position running from January through the end of April 2027. We are seeking candidates who can work for a minimum of 20 hours per week.

Nice to Have (not required):

• Proficiency in CRMs and customer success platforms (e.g., HubSpot, Salesforce).
• Experience with tax or accounting software platforms (e.g., Drake, ProConnect, Intuit Tax Online, or similar).
• Prior experience in a SaaS or marketplace platform environment.
• Experience using data or reporting tools to track client health metrics (e.g., Salesforce reports, HubSpot dashboards, Looker, or similar).
• 1+ years of client relationship, account management, or customer success experience — ideally within tech, SaaS, finance, or tax preferred but not required. 
• Foundational knowledge of tax, accounting, or financial services is a plus but not required. 

Note: This role description is intended to convey information essential to understanding the scope of the role and is not exhaustive. Duties, responsibilities, and qualifications may evolve or change over time to meet the organization’s needs.

ISMS Responsibilities:

All Employees (Required for All Roles)

All employees are expected to fulfill the information security responsibilities applicable to their role as defined in the Tickmark Security Plan. At minimum, all employees must:

• Comply with Taxfyle’s information security policies and acceptable use standards.
• Complete mandatory information security awareness training as assigned.
• Report suspected security incidents, vulnerabilities, or policy violations to the Compliance Team.
• Protect access credentials and company data per the Data Classification Policy.
• Support information security audits, assessments, and control reviews as requested.
• For the full scope of responsibilities applicable to your role, refer to the Interested Parties and Responsibilities section of the Security Plan.

Note: This role description is intended to convey information essential to understanding the scope of the role and is not exhaustive. Duties, responsibilities, and qualifications may evolve or change over time to meet the organization’s needs.

What We Offer: 

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

No Third Party Agencies or Submissions Will Be Accepted.  

Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.

Job Tags

Hourly pay, Full time, Contract work, Work experience placement, Seasonal work, Work at office, Remote work, Flexible hours

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