Irvine Onsite Tax Docs & Mailroom Administrator

Better Tax Relief; Irvine (CA); On-site; USD 25,000 - 28,000; Full time

Job summary

Better Tax Relief in Irvine, CA seeks a detail-oriented Mailroom Documents Admin to support Case Managers and clients. You will gather documentation, manage digital files, and keep mailroom operations running smoothly in a full-time onsite role.

Responsibilities include client outreach, CRM data updates, IRS transcript handling, and reporting. Strong communication, organization, and discretion are essential, with the ability to lift up to 25 pounds.

Qualifications

• Relevant background in case management or client services.
• Exceptional verbal and written communication skills.
• Ability to handle sensitive, confidential information.
• Strong organizational skills and attention to detail.
• Proficient computer skills; hands-on experience with CRM platforms (Logics CRM) and THS software.
• Understanding IRS procedures and tax resolution options is beneficial.
• Ability to work in an indoor office and lift up to 25 pounds.

Responsibilities

• Client Outreach & Communication: Proactively follow up with clients via text and email regarding missing documents and deadlines; return all client call-back requests within 24 hours.
• System & CRM Administration: Accurately update client profiles in Logics CRM and navigate THS software to track case progress.
• Document Processing: Retrieve, upload, and properly rename IRS transcripts and state/federal tax forms while ensuring strict data integrity.
• Reporting & Discrepancy Tracking: Generate reports within THS and software systems, analyzing potential delays or missing paperwork to provide actionable updates to Case Managers.
• Mailroom Support: Assist with sorting, scanning, assembling outgoing mail, and managing physical and digital client correspondence.

Skills

Communication

Organizational skills

Attention to detail

Discretion with sensitive information

Tools

Logics CRM

THS software

Job description

Better Tax Relief in Irvine, CA seeks a detail-oriented Mailroom Documents Admin to support Case Managers and clients. You will gather documentation, manage digital files, and keep mailroom operations running smoothly in a full-time onsite role.

Responsibilities include client outreach, CRM data updates, IRS transcript handling, and reporting. Strong communication, organization, and discretion are essential, with the ability to lift up to 25 pounds.