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API Documentation

ConceptsThe Worklayer platformAuthenticationRate Limits

MemberThe Member ResourceCreate a memberRetrieve a memberRetrieve a member by external IDRetrieve a list of membersUpdate a memberAccept terms for a member

JobsThe Job ResourceThe job creation flowThe Info Gathering ChecklistCreate a job from a templateRetrieve questionnaireSubmit questionnaire answersRequest a specific ProRequest a previous ProSubmit a jobRetrieve a list of your jobsList job documentsDelete a jobRetrieve a job checklistComplete info gathering for a jobRequest cancellationRequest reopen

Relationship ManagerRelationship Manager ResourceRetrieve a job relationship manager

Job ProgressionsApprove a draftReject a draftMark job as ready to file

ConsultationsThe Consultation Resource

Scope Change RequestsChange job scopeList consultation service itemsCreate job scope change requestApprove a job scope changeReject a job scope change

Job TemplatesThe Job Template ResourceRetrieve available job templates

Personal ProfilesThe Personal Profile ResourceRetrieve a personal profileSave a personal profileProvide a personal profile to a jobRetrieve a personal profile for a job

Spousal ProfilesThe Spousal Profile ResourceRetrieve a spousal profileSave a spousal profileProvide a spousal profile to a jobRetrieve a spousal profile for a job

Dependent ProfilesThe Dependent Profile ResourceList dependent profilesRetrieve a dependent profileCreate a dependent profileUpdate a dependent profileDelist a dependent profileProvide a dependent profile to a jobRemove a dependent profile from a jobRetrieve dependent profiles for a job

Business ProfilesThe Business Profile ResourceList business profilesCreate a business profileUpdate a business profileRetrieve a business profileRetrieve a business profile for a jobDelist a business profileProvide a business profile to a job

Tax Refund MethodsThe Tax Refund Method ResourceList tax refund methodsCreate a tax refund methodRetrieve a tax refund methodRetrieve a tax refund method for a jobUpdate a tax refund methodDelist a tax refund methodProvide a personal refund methodProvide a business refund method

DocumentsThe Document ResourceCreate a documentGet a documentDownload a documentDelete a document

Document TypesThe Document Type ResourceList document types

MessagesThe Message ResourceSend a messageList messagesGet unread count

OCRStart OCR processingGet OCR results

WebhooksConsume webhook eventsEvent resourcesCheck signatures

Magic LinkDashboardJob DetailsWaitlist

PortalPortal embedding

GuidesFilteringPostman Collection

Retrieve Job Relationship Manager

Retrieve the relationship manager assigned to a job.

The get job relationship manager allows you to get the relationship manager assigned to a job by using the job ID.

Endpoint

Method	Url
`GET`	`/v1.0/jobs/{job_id}/relationship-manager`

Path Parameters

job_id

•

string

required

The unique identifier of the job for which to retrieve the assigned relationship manager.

Sample Request

bashCopied
1curl -X GET 'https://api.worklayer.com/v1.0/jobs/a6e5ea2f-7d96-4852-9f46-2383dfd572f7/relationship-manager' \
2-H 'Authorization: Bearer {token}'

Response

An instance of Relationship Manager Resource.

Sample Response

jsonCopied
1{
2    "user_id": "a6e5ea2f-7d96-4852-9f46-2383dfd572f7",
3    "first_name": "John",
4    "last_name": "Doe",
5    "full_name": "John Doe",
6    "email": "john.doe@taxfyle.com",
7    "meeting_link": "https://meeting-link",
8    "phone_number": "+1800-123-4567"
9}

Errors

Forbidden: API client does not have permission to view relationship manager data.
Unauthorized: API client does not have valid credentials.
NotFound: The specified job was not found in the workspace.

Last updated on April 20, 2026

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