Mailroom Documents Admin

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 Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions. We’re strengthening our operations, refining our systems, and building a more cohesive, efficient experience across our brands. Our approach is grounded in transparency, strong operational foundations, and well-structured processes that support reliable execution and scalable growth.

Why Join Better Tax Relief?

AtBetter Tax Relief, we are building the fastest-growing tax relief sales organization in the nation—and we recently earned a spot as aUSA Today Top Workplace for 2026. We are looking for an organized, detail-drivenMailroom Documents Admin to support our Case Managers and clients. In this role, you will play a critical part in the tax resolution process by gathering vital documentation, managing digital client files, and keeping daily mailroom operations running smoothly.

Location: Onsite in Irvine, CA

Employment Type:Full-time

Pay Range: $18-20/hour

Key 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.

Qualifications & Requirements

Relevant background in case management or client services (experience within a tax or financial services environment is preferred) .

Exceptional verbal and written communication skills, with the ability to convey complex information clearly and concisely .

Proven ability to handle sensitive, confidential client information with discretion and professionalism .

Strong organizational skills and sharp attention to detail .

Proficient computer skills; hands‑on experience with CRM platforms (particularly Logics CRM) and THS software is preferred .

A thorough understanding of IRS procedures, forms, and tax resolution options is beneficial .

Strong logical reasoning skills, combined with patience and genuine empathy when assisting clients .

Ability to work in an indoor office setting, operate standard keyboards and office equipment, sit for long periods, and lift or move up to 25 pounds .

We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other status protected by applicable federal, state, or local laws. We are committed to providing reasonable accommodations and to maintaining a workplace free from discrimination and retaliation.