Tax Software Client Success & Onboarding Pro

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

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