Seasonal Relationship Manager; Entry-Level

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.

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.

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.

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.

• 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…