Onsite Mailroom & Records Admin - Tax Relief Operations

Better Tax Relief; Irvine, Northern (CA, KY); Hybrid; USD 25,000 - 28,000; Full time

Job summary

Better Tax Relief in Irvine, CA is seeking a Mailroom Documents Admin to support Case Managers and clients. You will gather vital documentation, manage digital client files, and keep daily mailroom operations running smoothly.

The role requires experience in case management or client services, excellent communication, discretion with sensitive data, and strong organizational skills. Proficiency with Logics CRM and THS software is preferred; ability to lift up to 25 pounds may be required.

Qualifications

• 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.

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

Case management

Client communication

Discretion

Organization

CRM familiarity

IRS procedures

Empathy

Tools

Logics CRM

THS software

Job description

Better Tax Relief in Irvine, CA is seeking a Mailroom Documents Admin to support Case Managers and clients. You will gather vital documentation, manage digital client files, and keep daily mailroom operations running smoothly.

The role requires experience in case management or client services, excellent communication, discretion with sensitive data, and strong organizational skills. Proficiency with Logics CRM and THS software is preferred; ability to lift up to 25 pounds may be required.