Client Relationship Manager (early career)

Taxfyle-; Miami (FL); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Life Insurance

Additional Supplemental Benefits

401(K) contribution

Paid Time Off

Occasional remote work flexibility

Job summary

Taxfyle in the United States is seeking a Client Relationship Manager to serve as the primary contact for partner clients, guiding them from job submission through e-filing and beyond. You will nurture relationships, resolve issues, and ensure a seamless client journey across the engagement lifecycle.

The role requires strong communication, problem-solving, and a working knowledge of tax or accounting concepts.

Qualifications

• Bachelor’s degree in a related field preferred, or equivalent work experience.
• 1+ years of client relationship, account management, or customer success experience.
• Foundational knowledge of tax, accounting, or financial services strongly preferred but not required.
• Strong interpersonal and communication skills.
• Proficiency in CRMs and customer success platforms (e.g., HubSpot, Salesforce).
• Flexibility to work occasional nights and weekends during peak season (Jan - April).

Responsibilities

• 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.

Skills

Client relationship management

Communication skills

CRM software

Education

Bachelor’s degree or equivalent work experience

Tools

HubSpot

Salesforce

Job description

Job Title: Client Relationship Manager
Reports to: Manager, Client Success
Department: Partner Success
Duration: Full-time (flexibility to work occasional nights and weekends)
Salary: $50,000 - $60,000 Base Annual Salary (commensurate with experience) plus performance-based bonus opportunities.

About Us

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.

Job Summary

As a Client 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.

Job Responsibilities

• 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

• Bachelor’s degree in a related field preferred, or equivalent work experience.
• 1+ years of client relationship, account management, or customer success experience - within tech, SaaS, finance, or tax a plus but not required.
• Foundational knowledge of tax, accounting, or financial services strongly preferred 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).
• Ability to thrive in a fast-paced, deadline-driven environment with multiple priorities.
• Proactive, resourceful, and solution-oriented mindset.
• Flexibility to work occasional nights and weekends during peak season (Jan - April).

Benefits

• Health, dental, and vision insurance
• Life Insurance
• Additional Supplemental Benefits
• 401(K) contribution (no match)
• Paid Time Off
• Occasional remote work flexibility

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.

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.