Senior Client Support Specialist

Optima Tax Relief, LLC; Santa Ana (CA); Hybrid; USD 25,000 - 26,000; Full time

Job summary

Optima Tax Relief, LLC is seeking a Customer Service Representative II for our Santa Ana, CA office. You will handle inbound client calls, provide status updates, and coordinate with Case Managers and Tax Preparers to ensure timely, accurate responses while upholding Optima’s standards and compliance.

The role emphasizes active listening, professional communication, and teamwork in a high-volume environment.

Qualifications

• High school diploma or equivalent required; 2+ years' experience preferred.
• Excellent communication, both written and verbal.
• Typing speed of at least 35 WPM and proficient with Microsoft Office.

Responsibilities

• Answer inbound client calls for status updates.
• Collect documents required to service a client's case.
• Coordinate with Case Manager or Tax Preparer.
• Provide first-call resolution and professional service.
• Complete required onsite training as needed.

Skills

Interpersonal communication

Written communication

Typing 35 WPM

Team player

Strong work ethic

Education

High school diploma or equivalent

Tools

Microsoft Office

Outlook

Job description

Optima Tax Relief, LLC is seeking a Customer Service Representative II for our Santa Ana, CA office. You will handle inbound client calls, provide status updates, and coordinate with Case Managers and Tax Preparers to ensure timely, accurate responses while upholding Optima’s standards and compliance.

The role emphasizes active listening, professional communication, and teamwork in a high-volume environment.