Client Relations Advisor

Priority Tax Relief; Fairfield (NJ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Dental coverage

Vision coverage

Life insurance

Paid time off

Job summary

Priority Tax Relief in Fairfield, NJ, is seeking a Client Relations Advisor (CRA), Tax & Legal Support. You’ll be the first contact for clients, guiding them through IRS notices, tax documents, and payment plans while coordinating with our tax pros.

This role is a stepping stone to grow within tax resolution and legal services, with hands-on client communications, case management, and training leading to CRA II and Senior Advisor roles.

Qualifications

• Bachelor's degree or associate may be considered with strong experience.
• 1–2 years of customer service experience (call center preferred).
• Strong verbal and written communication skills.
• Comfort discussing financial or tax matters with clients.
• Calm under pressure and organized in a fast-paced environment.

Responsibilities

• Respond to inbound calls and emails regarding tax inquiries with professionalism and empathy.
• Assist clients in understanding IRS/state notices and required documents.
• Provide updates on case progress and manage client expectations.
• Coordinate with tax professionals and case managers for consistent communication.
• Maintain accurate records of client interactions and case notes.
• Help clients upload, submit, or gather required tax documentation.
• Stay informed about tax deadlines and company procedures through training.
• Maintain confidentiality and discretion with sensitive financial data.

Skills

Call center experience

Customer service

Communication skills

CRM systems

Data entry

Education

Bachelor's degree

Associate degree acceptable

Tools

CRM software

Job description

Role Details:

Work Location: Fairfield (In office)
Job Type: Full-time
Experience: Call center: 1 year (Preferred) and/or Customer service: 2 years (Required)
Education: Associate (Required)
Supplemental Pay: Bonus eligible

Benefits:

Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.

About Us:

With over 30 years of experience, Priority Tax Relief alleviates tax stress through efficient, empathetic, and transparent services. We specialize in swift tax resolution for individuals and businesses, powered by our PTR Exclusive Edge. Join our team and help clients regain financial peace of mind through expert support and care.

Job Overview:

As a Client Relations Advisor (CRA), Tax & Legal Support, you'll be the first point of contact for clients seeking help with their tax challenges, setting the tone for a positive, solution-focused experience. You'll guide clients through our process, answering questions related to IRS notices, tax documentation, payment plans, and more, all while working closely with our experienced tax professionals.

This is more than just a support role; it's a stepping stone to grow within the tax resolution and legal services field. You'll gain hands-on experience in client communications, tax processes, and case management, with pathways to advance to a CRA II and Senior Advisor roles.

Key Responsibilities:

• Respond to inbound calls and emails regarding tax-related inquiries with clarity, professionalism, and empathy.
• Assist clients in understanding notices from the IRS or state tax agencies.
• Provide updates on case progress and help manage client expectations.
• Use active listening and de-escalation techniques to support clients who may be anxious or distressed about their financial situation.
• Coordinate with tax professionals and case managers to ensure consistent, accurate communication.
• Maintain accurate records of all client interactions and case notes in our system.
• Help clients upload, submit, or gather required tax documentation.
• Stay informed about relevant tax deadlines and company procedures through ongoing training.
• Maintain confidentiality and handle sensitive financial information with discretion.
• Adapt quickly to new information, processes, and system updates in a dynamic environment.

Qualifications:

• Bachelor's degree (Associate in business, finance, accounting, legal studies, or related field may be considered with strong experience).
• 1-2 years of customer service experience (call center, financial, tax, or related setting preferred).
• Strong verbal and written communication skills.
• Comfortable discussing financial or tax-related matters with clients.
• Calm and composed under pressure, especially when handling high-stress client situations or tight deadlines.
• Tech-savvy and able to navigate CRM systems and internal databases.
• Ability to multitask, stay organized, and work efficiently in a fast-paced environment.
• Able to learn new concepts and tools quickly and apply feedback in real time.
• Able to prioritize and stay organized in a fast-paced environment with high call volume and changing client needs.
• A patient, empathetic, and client-first mindset.