Junior Case Advocate

Tax Relief Advocates; United States; On-site; USD 25,000 - 36,000; Full time

Job summary

TaxProcessingSolutions in Irvine, CA is seeking a Junior Case Advocate to provide critical support, keep cases moving, and ensure clients feel heard with empathy and professionalism. You will collect documents, schedule appointments, and assist Case Advocates during closings.

Ideal candidates bring a high school diploma or equivalent, call center or case management experience preferred, and a calm de-escalation style.

Qualifications

• High school diploma or equivalent required.
• Experience in case management or call center preferred.
• Ability to de-escalate tense situations with calm and professionalism.
• Knowledge of tax resolution is a bonus.

Responsibilities

• Be the friendly voice on the phone, assisting with document collection, scheduling appointments, and answering questions during case closings.
• Support Case Advocates by handling urgent cases, call-back requests, and client communications with ease.
• Turn challenges into wins by engaging unresponsive clients and rebuilding trust to keep cases on track.
• Juggle priorities by coordinating with the customer service team to manage multiple tasks and meet client needs.
• Take ownership of Third-Party Origination (TPO) cases, conducting closing calls and ensuring client satisfaction.

Skills

Communication skills

Rapport building

Multitasking

Attention to detail

Computer literacy

Professionalism

Self-motivation

Education

High school diploma or equivalent

Job description

At TaxProcessingSolutions ,wearefueledbyapassionatecommitmenttoserveourclientsandcommunitieswithempathyandintegrity.Embracinga“WorkHard,PlayHarder”philosophy,weaimtocreateameaningfulimpactthatextendsbeyondourlocalrootstocommunitiesacrosstheUnitedStatesandbeyond.Ourmissionistoguideindividualsnationwidethroughthetaxresolutionprocesswithtrust,compassion,education,andunwaveringdedication.

WhyJoinTPS?

We’reonfirewithgrowth—andyou’reinvitedtofuelit!

In2024,TRAskyrocketedto#756ontheInc.5000list,rankingamongAmerica’sfastest-growingprivatecompaniesbasedonexplosivepercentagerevenuegrowthoverthelastthreeyears.We’renotjustgrowing;we’rethriving.

Ethicsisn’tjustabuzzword—it’soursuperpower.

We’veearnedtheprestigiousBBBTorchAwardforEthicsnotonce,buttwice(2021and2024)—ararehonorawardedeverythreeyearsforexcellenceincharacter,culture,customers,andcommunity.

Certifiedawesometoworkfor—byourownteam!

We’reofficiallyaGreatPlacetoWorkinOrangeCounty,backedbyrealemployeefeedback.Ourpeopletrusttheirleaders,takeprideintheirimpact,lovecollaborating,andfeelthevibeisconsistent—nomatteryourrole,background,ortitle.

Areyoupassionateabouthelpingpeoplenavigatechallengeswithempathyandprecision?We’relookingfora JuniorCaseAdvocate tojoinourdynamicteamandmakearealdifferenceinourclients’lives.ThisisyourchancetosupportourCaseAdvocatesandclients,ensuringeverycaseishandledwithcare,urgency,andprofessionalism.WearecommittedtoinvestinganddevelopingourJuniorCaseAdvocatestobecomeCaseAdvocates,sowearelookingforcandidateswhoarelookingtogrow!

WhatYou’llDo

AsaJuniorCaseAdvocate,you’llbeprovidingcriticalsupporttokeepcasesmovingsmoothlyandclientsfeelingsupported.Yourrolewillinclude:

• ConnectingwithClients :Bethefriendlyvoiceonthephone,assistingwithdocumentcollection,schedulingappointments,andansweringfinalquestionsduringcaseclosings.
• SupportingtheTeam :StepinforCaseAdvocateswhenthey’reout,handlingurgentcases,call-backrequests,andclientcommunicationswithease.
• TurningChallengesintoWins :Workwithunresponsiveclientstore-engagethem,usingyourde-escalationskillstorebuildtrustandkeepcasesontrack.
• JugglingPriorities :TeamupwithourCustomerServicecrewtotackleinboundcallswhilemanagingmultipletaskstomeetclientneeds.
• ClosingwithConfidence :TakeownershipofThird-PartyOrigination(TPO)cases,conductingclosingcallsandensuringclientsleavewithclarityandsatisfaction.

WhoYouAre

You’reamotivated,empatheticprofessionalwhothrivesinafast-pacedenvironment.Youbring:

• Education :Ahighschooldiplomaorequivalent.
• Experience (preferredbutnotrequired):
• Casemanagementorcallcenterexperience,withaknackforhandlinghighcallvolumes.
• Provenabilitytode-escalatetensesituationswithcalmandprofessionalism.
• Knowledgeoftaxresolutionisabonus!

Skills&Competencies:

• Stellarcommunicationskills—bothwrittenandverbal—toconnectwithclientsandcolleagueseffectively.
• Apositive,professionalattitudeandtheabilitytobuildrapportwithease.
• Multitaskingprowess,prioritizingtaskstomeetdeadlineswithoutbreakingasweat.
• Strongmemoryandattentiontodetailtokeepcasedetailsstraight.
• Comfortwithcomputersandstandardofficetechtostayorganizedandefficient.
• Self-awareness,motivation,andthedrivetoinspirethosearoundyou.

JobDetails:

• Type :Full-time,onsiteinIrvine,CA
• Pay :$22.00perhour
• Hours :40hoursperweek

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.