Client Case Coordinator II

TaxRise; Irvine (CA); On-site; Full time

Job summary

Join a fast-growing team as a Client Case Coordinator II at a leading company in tax navigation. You will manage client cases, ensuring effective communication and document collection. This role offers competitive pay, a monthly bonus, and comprehensive benefits, including medical insurance and professional development opportunities.

Benefits

Medical, Dental, and Vision Insurance

Paid Time Off

Wellness Days

401(k) with company match

Professional Development

On-site gym and lounge

Catered team lunches

Qualifications

• Experience in document coordination or similar administrative roles; tax experience is a plus.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Gather required tax-related documents from clients via email, phone, or online portals.
• Serve as the primary point of contact for clients during document collection.
• Update CRM system with detailed notes on client interactions and case progress.

Skills

Organizational Skills

Communication Skills

Problem-Solving Skills

Customer Service Expertise

Tools

CRM Systems

Document Management Tools

Tax Software

Job description

Join to apply for the Client Case Coordinator II role at TaxRise

About The Role

The Client Case Coordinator is responsible for gathering all necessary documents to reach the best resolution possible and providing exceptional service throughout the client journey. They will attentively manage a set of clients and ensure their cases are moving effectively through every stage of the process, communicating updates and milestones. Cases assigned will primarily involve streamlined resolutions, with more complex cases such as offer-in-compromise for training and development purposes.

This role is 100% on-site. If you’re excited to work side-by-side with our team or are ready to make the move, then you’re a perfect fit. If not, we kindly ask you to hold off on applying.

How You'll Be Rewarded

At TaxRise, we believe in rewarding hard work and dedication! We offer competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with higher earning potential for motivated and organized team members.

• Base pay: $20.00 - $22.00 per hour (full-time, 40 hours/week)
• Monthly Bonus: Average potential of $800 - $1,200

What You’ll Do

Document Collection & Review

• Request and gather required tax-related documents from clients via email, phone, or online portals.
• Review submitted documents for accuracy and completeness, ensuring compliance with standards.
• Identify missing or incomplete information and follow up with clients promptly.

Client Communication

• Serve as the primary point of contact for clients during document collection.
• Provide clear instructions and guidance on required documentation.
• Respond to inquiries regarding submission timelines and requirements.
• Address client concerns with problem-solving skills.

CRM Management & Task Tracking

• Update CRM system with detailed notes on client interactions and case progress.
• Monitor tasks and deadlines to ensure timely follow-up.
• Review open tasks to keep cases moving efficiently.

Workflow Coordination

• Track document submission status and coordinate case progression.
• Communicate updates with clients and internal teams.

Administrative Support

• Assist in preparing engagement letters, tracking deliverables, and maintaining records.
• Collaborate with departments to improve processes and client experience.

What You’ll Need To Have

• Experience in document coordination, loan processing, or similar administrative roles; tax experience is a plus.
• Strong organizational skills and attention to detail.
• Excellent communication skills.
• Proficiency with CRM systems or document management tools; familiarity with tax software is a bonus.
• Ability to work independently in a fast-paced environment.
• Customer service expertise and problem-solving skills.
• Knowledge of tax relief processes is a plus, with training provided.

What We Offer

Our benefits include:

• Medical, Dental, and Vision Insurance (after 60 days)
• Paid Time Off (Vacation, Sick Days, Holidays)
• Wellness Days
• 401(k) with company match
• Professional Development
• On-site gym and lounge
• Catered team lunches and quarterly outings

About Us

TaxRise aims to revolutionize tax navigation, empowering individuals facing tax challenges. Join us to be part of a fast-growing, impactful team committed to making a difference.

Our Commitment

We are an equal opportunity employer committed to diversity and inclusion. Reasonable accommodations are available during the recruiting process.