Case Advocate

Tax Processing Solutions; Irvine (CA); On-site; USD 26,000 - 63,000; Full time

Job summary

Join a leading tax resolution company as a Case Manager in Irvine, CA, where you will manage client cases, provide updates, and ensure excellent service. Ideal candidates have 2+ years in tax case management and strong organizational skills. Enjoy a supportive culture and competitive pay.

Benefits

Medical Insurance

Vision Insurance

401(k)

Qualifications

• 2+ years in tax case management.
• Experience with high-volume caseload.

Responsibilities

• Serve as the point of contact for clients' case management.
• Deliver updates via phone calls, emails, and text.
• Analyze client account status and maintain records.

Skills

Time Management

Relationship Building

Detail Orientation

Job description

4 days ago Be among the first 25 applicants

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Looking to make a real impact in the world of tax resolution? At TRA, we’re not just solving tax problems—we’re changing lives with our expertise and innovative approach. With an A+ rating and the Torch Award for Ethics from the Better Business Bureau, we’ve earned our spot as one of Inc Magazine’s Fastest Growing Companies in the Pacific Region. Plus, we’re consistently recognized as a Great Place to Work for our vibrant and supportive culture.

What You’ll Do:

• Be the Champion: Serve as the go-to for clients, being the point of contact for their case management while staying on top of multiple cases in various status.
• Keep It Buzzing: Stay in touch with clients, delivering updates via phone calls, emails, and text ensuring they’re involved in the process and thrilled with our service.
• Master the Details: Analyze client account status, proactively gather key documents, and maintain razor-sharp records.
• Handle the Heat: Tackle complex cases with multiple moving parts like a pro, turning challenges into wins.

Who We’re Looking For:

• Seasoned Pros: 2+ years in tax case management.
• Pipeline Wizards: Experience with high-volume caseload.
• Organized Superstars: Stellar time management and a knack for staying on top of everything with attention to detail.
• Lifelong Learners: Hungry to grow, eager for feedback, and ready to level up.
• Call Center Guru: Comfortable with high call volumes? That’s a big plus!
• Soft Skillz: Love to build relationships and can finesse with the best.
• Type: Full-time, onsite in Irvine, CA
• Pay: $26.00 per hour + commissions
• Hours: 40+ per week, over time as needed

Ready to make a difference in people’s lives while working for the nations #1 tax relief company? Apply now and join TRA—where we advocate, innovate, and celebrate success with passion and integrity!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Accounting

Featured Benefits

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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