Client Success & Onboarding Representative (Tax Software)

PROFESSIONAL TAX SOFTWARE SOLUTIONS; Town of Florida (NY); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Hourly pay + performance bonuses

Overtime opportunities during tax seaa

Growth opportunities within a rapidly

Job summary

Unity Tax Partners is seeking a Client Success & Onboarding Representative (Tax Software) to support tax offices nationwide. This hybrid, in-office role blends onboarding with customer support and requires you to thrive in a dynamic environment.

You will onboard new tax offices, make outbound calls, guide setup and training, and collaborate with sales and support teams to ensure a smooth client experience. Strong communication, organization, and the ability to learn new software platforms are

Qualifications

• Experience with tax preparation or tax office operations is a plus.
• Experience with professional tax software is a strong plus.
• Ability to onboard and train clients using software tools.

Responsibilities

• Onboard new tax offices using our software and financial products
• Make outbound calls to follow up with warm leads and prospects
• Answer incoming support calls and assist existing clients
• Guide clients through setup, training, and best practices
• Identify opportunities to expand or upgrade services when appropriate
• Work closely with sales, support, and onboarding teams to ensure a smooth client experience
• Maintain notes and activity within internal systems
• Support clients during peak tax season with extended hours when needed

Skills

Strong communication

Phone-based work

Organized

Self-motivated

Adaptable

Learn new software

Sales experience

Customer support experience

Bilingual Spanish

Tools

TaxWise

Drake

ProSeries

Job description

Job Description

Client Success & Onboarding Representative (Tax Software)

Unity Tax Partners | Jacksonville, FL | In-Office

Unity Tax Partners is a fast-growing tax software and financial products provider supporting independent tax professionals nationwide. Our mission is simple: give tax offices the tools, support, and pricing they need to compete with the big chains.

We’re looking for someone who thrives in a dynamic environment where priorities shift throughout the year as the tax industry changes. The role requires someone who is adaptable, organized, and comfortable wearing multiple hats as client needs evolve.

This hybrid role combines customer support and onboarding, working directly with tax professionals across the country.

If you enjoy solving problems, building relationships, and turning conversations into opportunities, this role is a great fit.

Schedule & Flexibility

This position begins as an hourly role with a flexible schedule depending on the time of year.

• Off-season (May –August): Hours may range from part-time to full-time depending on workload and projects


• Tax season (September – April): Full-time hours with overtime opportunities available


• Extended hours and occasional Saturdays may be required during peak season

This structure provides flexibility during slower months while offering the opportunity to earn more during tax season.

What You’ll Do

• Onboard new tax offices using our software and financial products


• Make outbound calls to follow up with warm leads and prospects


• Answer incoming support calls and assist existing clients


• Guide clients through setup, training, and best practices


• Identify opportunities to expand or upgrade services when appropriate


• Work closely with sales, support, and onboarding teams to ensure a smooth client experience


• Maintain notes and activity within internal systems


• Support clients during peak tax season with extended hours when needed

What We’re Looking For

• Strong communication and people skills


• Comfortable spending much of the day on the phone


• Organized and able to manage multiple conversations and client needs


• Self-motivated and able to work in a fast-moving environment


• Ability to quickly learn new software platforms


• Sales experience is a plus


• Customer support experience is a plus


• Experience with tax preparation or tax office operations is a plus


• Experience with professional tax software (TaxWise, Drake, ProSeries, etc.) is a strong plus

Bilingual (Spanish) candidates may receive additional hourly compensation.

What We Offer

• Hourly pay + performance bonuses


• Overtime opportunities during tax season


• Growth opportunities within a rapidly expanding company


• A fast-paced, team-oriented environment without corporate bureaucracy


• The opportunity to work directly with entrepreneurs building their tax businesses

Why Unity

At Unity Tax Partners, there is no corporate red tape and no micromanagement. We move fast, support each other, and focus on delivering real value to our clients.

We’ve been in the tax industry for over 14 years and are entering a major growth phase. That means real opportunity for people who perform and want to grow with us.

If you enjoy helping people, solving problems, and working in a high-energy environment, we’d love to talk.

Company Description

Unity Tax Partners is a nationwide income tax software and financial products provider serving independent tax professionals across the country. For more than a decade, our team has helped thousands of tax offices grow by delivering powerful software, unmatched support, and industry-leading financial products with no hidden fees. We operate without corporate layers or red tape, which means we move fast, innovate constantly, and put our partners first. Our mission is simple: empower tax professionals with the tools, technology, and support they need to compete with the biggest brands in the industry and build stronger, more profitable businesses.

Company Description

Unity Tax Partners is a nationwide income tax software and financial products provider serving independent tax professionals across the country. For more than a decade, our team has helped thousands of tax o