Senior Client Support Specialist - Tax Relief

Optima Tax Relief; Santa Ana (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Optima Tax Relief seeks a Customer Service Representative III to join our Santa Ana, CA office. You will handle inbound calls, collect on document requests, and coordinate with Case Managers and Tax Preparers to resolve client inquiries with accuracy and courtesy.

Ideal candidates bring strong written and verbal communication, a professional demeanor, and the ability to manage time effectively in a fast-paced setting.

Qualifications

• High school diploma or equivalent required.
• 2+ years' relevant experience preferred.
• Strong written and verbal communication skills.

Responsibilities

• Collect on outstanding document requests required to properly service a client’s case.
• Respond to inquiries from existing clients and receive inbound calls for status updates.
• Act as liaison between client and the Case Manager or the Tax Preparer assigned.
• Use time management skills to prioritize daily workload and calls received.
• Provide outstanding customer service through first call resolution.
• Other duties as assigned.

Skills

Interpersonal skills

Communication

Typing 35 WPM

Team player

Work ethic

Education

High school diploma or equivalent

Tools

Microsoft Office

Outlook

Job description

Optima Tax Relief seeks a Customer Service Representative III to join our Santa Ana, CA office. You will handle inbound calls, collect on document requests, and coordinate with Case Managers and Tax Preparers to resolve client inquiries with accuracy and courtesy.

Ideal candidates bring strong written and verbal communication, a professional demeanor, and the ability to manage time effectively in a fast-paced setting.