On-Site Tax Resolution Account Manager

TaxRise; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

401(k) retirement plan with company match

Professional Development Program

On-site gym

Catered team lunches

Quarterly company outings

Job summary

A leading tax relief service provider in Irvine, California, seeks a full-time Customer Service Account Manager to manage a portfolio of clients. The role focuses on document collection, client communication, and case progression in a fast-paced environment. Offering competitive hourly pay ranging from $22 to $28 and potential bonuses, this position requires strong organizational and communication skills along with previous administrative experience. Join a dynamic team dedicated to making a real impact in people's lives.

Qualifications

• Experience in document coordination, loan processing, or a similar administrative role.
• Attention to detail and ability to prioritize tasks effectively.
• Excellent written and verbal communication skills required.
• Proficiency in CRM systems or document management tools.

Responsibilities

• Manage client documentation requests and gather required tax-related documents.
• Maintain consistent communication with clients regarding documentation.
• Update CRM system with notes on client interactions and document submissions.
• Coordinate with internal teams to advance client cases.

Skills

Document coordination

Organizational skills

Communication skills

CRM proficiency

Problem-solving

Education

Previous administrative role experience

Tax-related experience

Tools

CRM systems

Job description

A leading tax relief service provider in Irvine, California, seeks a full-time Customer Service Account Manager to manage a portfolio of clients. The role focuses on document collection, client communication, and case progression in a fast-paced environment. Offering competitive hourly pay ranging from $22 to $28 and potential bonuses, this position requires strong organizational and communication skills along with previous administrative experience. Join a dynamic team dedicated to making a real impact in people's lives.