What are the responsibilities and job description for the Case Manager - Tax Relief position at Clear Start Tax Relief?
***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
Salary : $20