Client Relations Advisor

Priority Tax Relief; Spokane (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

Priority Tax Relief in Spokane (in office) seeks a Client Relations Advisor (CRA), Tax & Legal Support, to be the first point of contact for clients facing tax challenges. You will guide them through our process with empathy, accuracy, and clear communication.

This full-time, in-office role offers growth toward CRA II and Senior Advisor, with a comprehensive benefits package including 401(k), medical, dental, vision, life insurance, PTO, and ongoing training.

Qualifications

• Bachelor’s degree or equivalent; strong experience may be considered.
• 1–2 years of customer service experience (call center/financial/tax preferred).
• Strong verbal and written communication skills.

Responsibilities

• Respond to inbound calls and emails regarding tax inquiries with clarity and empathy.
• Assist clients in understanding IRS or state notices.
• Provide updates on case progress and manage client expectations.
• Use active listening and de-escalation to support clients under stress.
• Coordinate with tax professionals to ensure accurate communication.
• Maintain accurate records of client interactions and case notes.

Skills

Verbal communication

Written communication

CRM systems

Multitasking

Empathy

De-escalation

Education

Bachelor’s degree

Associate degree in business/finance/accounting/legal studies

Tools

CRM software

Internal databases

Job description

Role Details

Work Location: Spokane (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.