Case Manager - Tax Relief

Case Manager - Tax Relief Clear Start Tax Relief - 4.7 Irvine, CA Job Details Full-time From $20 an hour 3 hours ago Benefits Paid training Paid holidays Health insurance On-site gym Dental insurance 401(k) Paid time off Vision insurance Qualifications Customer communication Customer service Quicken Financial concepts Debits & credits Organizational skills Full Job Description •

CANDIDATES THAT CALL IN WILL HAVE FIRST PRIORITY

•1. Review Job Description 2. Apply 3. Call 949-570-9099 to set up an interview. (leave voicemail if unavailable)

About The Company:

Clear Start Tax is fast-growing Tax Relief firm that aims to help consumers with back taxes take control of their debt. Since we are still in process of growing, management/lead opportunity will be 100% available as we grow.

About the role:

This position is for a case manager/customer service Associate. As a case manager, you will be the communication bridge between clients and tax professional. You will update and answer clients on their cases daily and collect documents/prepare documents for tax professionals to finalize clients' cases.

Perks and Benefits:

Paid training (No tax relief experience required) Comprehensive benefits package (Medical/Dental/Vision/) Paid Time Off (Vacation, Holiday, Sick) 401k

BBB ACCREDITED COMPANY

Exceptional online reputation Fun, energetic environment, with music playing all day

Job Duties :

Serving as the point of contact between our clients and the Tax Professionals working on their tax services, such as resolution and tax prep. Communicate with clients regularly to provide case updates and ensure a healthy and positive client relationship. Complete Daily Tasks including but not limited to, examining client accounts for necessary documents to gather for Tax Professional review, assessing taxpayer financial reports by collecting proof of income/expenses/assets/etc, filling tax applications . Preparation of IRS/State resolution documents Make/receive customer service type calls and provide an exceptional experience for our clients Work alongside Tax Professionals and other departments to ensure a smooth process for all parties

Qualifications:

Excellent Customer Service and Communication skills (written & verbal) skills A strong multitasker with superior organizational skills Positive Personality and Friendly disposition Proficient Computer skills Team player with a strong work ethic Self-Motivated, Willingness to learn & grow

Job Type:

Full-time Salary:

$20.00/hr + Depending on

Experience Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

On-site Gym Compensation:

Starting at $20.00/hr, depending on your experience. How to

Apply:

Please email your resume to us and then call us at 949-570-9099. If no one answers, please leave a voicemail. Applicants who follow these steps will be given priority consideration. We are a close-knit team, and we strive to create an environment where everyone can grow and thrive. If you are ready to join us on this exciting journey and meet the qualifications above, we encourage you to apply.

Job Type:

Full-time Pay:

From $20.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person