Impactful Process Improvement Lead (Irvine)

Tax Relief Advocates; Irvine (CA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401k with 4% employer match

Supplemental benefits

Job summary

Tax Relief Advocates is seeking a Process Improvement Specialist to work across Operations, Case Management, and Compliance to map current-state workflows and identify efficiency gains. You will interview leaders, document processes, and present clear recommendations that shorten cycles, reduce rework, and protect quality and regulatory compliance.

You'll partner with multiple teams in a hands-on role, creating process maps, SOPs, and dashboards, then support the rollout with training and

Qualifications

• Bachelor’s degree in business, operations, finance, or equivalent.
• 1–3 years in process improvement or business analysis in a high-volume service environment.
• Experience documenting process flows and cross-department collaboration.

Responsibilities

• Document current-state process flow end to end, including steps, systems, decisions, handoffs, controls, and exceptions.
• Facilitate sessions with leaders to validate maps, surface bottlenecks, delays, errors, and compliance risk.
• Produce and maintain process maps, SOPs, desk guides, checklists, and job aids for ongoing use.
• Define simple measures of success with leadership and track results after changes are adopted.
• Support implementation and adoption: train supervisors and staff, and confirm the new flow is followed.
• Partner with Compliance and Legal to ensure IRS representation and consumer-protection requirements.

Skills

Analytical skills

Advanced Excel

Cross-functional work

Process mapping

Stakeholder interviewing

Education

Bachelor’s degree in business/ops/finance

Tools

Lucidchart

Visio

Microsoft Excel

Job description

Tax Relief Advocates is seeking a Process Improvement Specialist to work across Operations, Case Management, and Compliance to map current-state workflows and identify efficiency gains. You will interview leaders, document processes, and present clear recommendations that shorten cycles, reduce rework, and protect quality and regulatory compliance.

You'll partner with multiple teams in a hands-on role, creating process maps, SOPs, and dashboards, then support the rollout with training and