About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, IT (Tax Technology).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

Confidential Client is hiring a Seasonal Relationship Manager to support partner clients during peak tax season (January through the end of April 2027). This is an hourly, seasonal, non-exempt position (minimum 20 hours/week) with a hybrid, flexible work arrangement and core-hours availability in the Eastern Time Zone.

Pay: $21.00 – $24.00 per hour.

This entry-level role is ideal for candidates seeking client-facing experience in a tax-technology environment. You will manage the full engagement lifecycle for assigned taxpayer clients — from job submission to e-filing — collaborating with internal teams to deliver timely, accurate service.

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What You’ll Do

• Manage day-to-day relationships with assigned taxpayer clients as their primary point of contact.
• Guide clients through job submission, processing, and e-filing to ensure a smooth engagement.
• Monitor account activity to identify issues early and resolve client concerns promptly.
• Maintain accurate client records and outcomes in CRM systems.
• Coordinate with Partner Experience and internal support teams to deliver consistent service.
• Track and report on key client performance metrics to support team goals.
• Escalate high-priority or complex issues while keeping clients informed and owning communications.
• Identify process improvements and contribute to continuous improvement initiatives.
• Demonstrate empathy, active listening, and a solutions-oriented approach in all client interactions.
• Maintain professional presence and confidentiality when handling sensitive client tax information.

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Requirements

• Currently pursuing a Bachelor’s degree or equivalent work experience preferred.
• Strong interpersonal and written/verbal communication skills.
• Highly organized with strong attention to detail and reliable follow-through.
• Comfortable working in a fast-paced, deadline-driven environment with multiple priorities.
• Proactive, resourceful, and solutions-oriented mindset.
• Able to handle confidential tax information with discretion and follow data privacy/security policies.
• Available to work January through the end of April 2027 for a minimum of 20 hours per week.
• Comfortable learning new software and working independently in a hybrid/remote setting while staying connected with the team.

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Nice to Have

• Experience with CRMs (e.g., HubSpot, Salesforce) or customer success platforms.
• Familiarity with tax/accounting software (e.g., Drake, ProConnect, Intuit Tax Online).
• Prior client relationship, account management, or customer success experience (1+ year preferred).
• Experience in SaaS, marketplace platforms, or tax/financial services.
• Comfort using reporting tools or dashboards to monitor client health metrics.

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What We Offer

• $21–$24 per hour.
• Flexible hybrid/remote work options; schedule designed for peak tax-season needs.
• Training and onboarding to prepare you for client-facing support work.
• Hands-on experience supporting clients during tax season at a growing tax-technology organization.
• Opportunity to be considered for future full-time roles after seasonal engagement.

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Information Security & Compliance

All employees are required to comply with information security and data privacy practices applicable to their role, including mandatory training, safeguarding credentials, reporting incidents, and supporting audits as requested.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.