Resolution Associate

Tax Relief Advocates; Irvine (CA); On-site; USD 2,480,000 - 3,306,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Competitive hourly pay

Job summary

Tax Relief Advocates in Irvine, CA is seeking a Resolution Analyst to join our on-site team. You will support Case Advocates and clients, focusing on timely communications, document collection, and case progression in a fast-paced tax resolution environment.

Responsibilities include client callback handling, proactive document gathering, welcome calls after tax prep, and ongoing case status updates. The role requires 1+ year of customer service and high-volume call center experience.

Qualifications

• 1+ years of strong customer service experience.
• Tech-savvy and comfortable using Google Suite, Microsoft Office, CRM systems, and other standard business tools.
• Minimum typing speed of 40+ WPM.
• Experience working in a high-volume call center environment or in a high-call-volume position (inbound and outbound).

Responsibilities

• Respond to and complete client callback requests in a timely and professional manner.
• Contact clients proactively to assist with document collection and ensure required information is obtained to support case progression.
• Conduct client welcome calls following completion of the tax preparation process, ensuring clients clearly understand the next steps in their case.
• Review assigned cases to identify outstanding items, upcoming actions, or potential barriers to progression.
• Maintain consistent and proactive communication with clients regarding case status and next steps.
• Provide support to the Customer Service team by assisting with inbound queue calls during periods of increased call volume or as assigned.
• Perform other related duties as assigned to support case progression and client satisfaction.

Skills

Customer service

Typing 40 WPM

Google Suite

Microsoft Office

CRM systems

Tools

CRM systems

Job description

Resolution Analyst

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

About the Role

The Resolution Associate provides support to Case Advocates and clients to ensure cases are handled with empathy, professionalism, and care. This role focuses on client communication, document collection, case follow-up, and assisting with case progression in a fast-paced tax resolution environment.

What You’ll Do

• • Respond to and complete client callback requests in a timely and professional manner.
  • Contact clients proactively to assist with document collection and ensure required information is obtained to support case progression.
  • Conduct client welcome calls following completion of the tax preparation process, ensuring clients clearly understand the next steps in their case.
  • Review assigned cases to identify outstanding items, upcoming actions, or potential barriers to progression.
  • Maintain consistent and proactive communication with clients regarding case status and next steps.
  • Provide support to the Customer Service team by assisting with inbound queue calls during periods of increased call volume or as assigned.
  • Perform other related duties as assigned to support case progression and client satisfaction.

What You Bring

• 1+ years of strong customer service experience.
• Tech-savvy and comfortable using Google Suite, Microsoft Office, CRM systems, and other standard business tools.
• Minimum typing speed of 40+ WPM.
• Experience working in a high-volume call center environment or in a high-call-volume position (both inbound and outbound calls required).

What We Offer

• Compensation for this role: $21 per hour
• Comprehensive health, Dental, and vision insurance

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.

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.