Process Improvement Specialist

Tax Relief Advocates; Irvine (CA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401k with 4% employer match

Supplemental benefits

Job summary

Tax Relief Advocates is seeking a Process Improvement Specialist to work across Operations, Case Management, and Compliance to map current-state workflows and identify efficiency gains. You will interview leaders, document processes, and present clear recommendations that shorten cycles, reduce rework, and protect quality and regulatory compliance.

You'll partner with multiple teams in a hands-on role, creating process maps, SOPs, and dashboards, then support the rollout with training and

Qualifications

• Bachelor’s degree in business, operations, finance, or equivalent.
• 1–3 years in process improvement or business analysis in a high-volume service environment.
• Experience documenting process flows and cross-department collaboration.

Responsibilities

• Document current-state process flow end to end, including steps, systems, decisions, handoffs, controls, and exceptions.
• Facilitate sessions with leaders to validate maps, surface bottlenecks, delays, errors, and compliance risk.
• Produce and maintain process maps, SOPs, desk guides, checklists, and job aids for ongoing use.
• Define simple measures of success with leadership and track results after changes are adopted.
• Support implementation and adoption: train supervisors and staff, and confirm the new flow is followed.
• Partner with Compliance and Legal to ensure IRS representation and consumer-protection requirements.

Skills

Analytical skills

Advanced Excel

Cross-functional work

Process mapping

Stakeholder interviewing

Education

Bachelor’s degree in business/ops/finance

Tools

Lucidchart

Visio

Microsoft Excel

Job description

Process Improvement Specialist

Location: Irvine, CA | On-site || Department: Operations || Employment Type: Full-time

About the Role

The Process Improvement Specialist works across multiple entities and with department leaders to document process flow and recommend improvements. You will partner with leaders in Operations, Case Management, Client Relations, Tax Preparation, Compliance, Sales Support, Mail/Document Processing, and other functions to map current-state workflows, clarify owners and handoffs, and present clear recommendations that reduce rework, shorten cycle time, and protect quality and regulatory compliance.

This is a hands-on, leader-facing role. You will sit with teams, interview stakeholders, produce process maps and written documentation, and bring department leaders a recommended path forward—not a stack of unused analysis.

What You’ll Do

• Document current-state process flow end to end, including steps, systems, decision points, handoffs between departments and entities, controls, and known exceptions.
• Facilitate working sessions with leaders and frontline subject-matter experts to validate maps and surface bottlenecks, delays, errors, and compliance risk.
• Produce and maintain process maps, SOPs, desk guides, checklists, and job aids that teams and leaders can use after the project ends.
• Define simple measures of success with leadership and track results after changes are adopted.
• Support implementation and adoption: help leaders communicate the change, train supervisors and staff, and confirm the new flow is being followed.
• Partner with Compliance and Legal so recommended process changes meet IRS representation, documentation, and consumer-protection requirements.

What You Bring

• Bachelor’s degree in business, operations, finance, or equivalent experience.
• 1 - 3 years in process improvement, business analysis, operations excellence, or similar work in a high-volume service environment.
• Proven ability to work across departments and partnering directly with leaders rather than only with frontline staff.
• Demonstrated experience documenting process flows.
• Strong analytical skills and advanced Excel or Google Sheets for analysis, tracking, and simple dashboards.

What We Offer

• Compensation for this role: $80,000 - $95,000 per/year
• Comprehensive health, dental, and vision insurance
• 401k with a 4% employer match
• Supplemental benefits like: Life Insurance, flexible spending,and many more

Why You’ll Love Working Here

• Impact - Every day, you’ll help real people escape financial stress and rebuild their lives.
• Growth - We’re a rapidly expanding company with plenty of room for career advancement.
• Supportive Culture - We value collaboration and continuous learning.
• High Client Satisfaction - With thousands of 5-star reviews, our clients consistently praise our expertise and results.

We’re looking for passionate, driven individuals who want to make a real difference while building a rewarding career in a purpose-driven organization.

Pay Transparency Statement - The expected compensation range for this position is $80,000 – $95,000 per year. This represents a good-faith estimate of the compensation range that Tax Relief Advocates reasonably expects to pay for this position at the time of hire. Final compensation offered to the selected candidate may vary based on factors including (but not limited to) experience, skills, education, location, internal equity, and market conditions.

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.