Tax & Legal Client Relations Advisor

Priority Tax Relief; Spokane (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

Priority Tax Relief in Spokane (in office) seeks a Client Relations Advisor (CRA), Tax & Legal Support, to be the first point of contact for clients facing tax challenges. You will guide them through our process with empathy, accuracy, and clear communication.

This full-time, in-office role offers growth toward CRA II and Senior Advisor, with a comprehensive benefits package including 401(k), medical, dental, vision, life insurance, PTO, and ongoing training.

Qualifications

• Bachelor’s degree or equivalent; strong experience may be considered.
• 1–2 years of customer service experience (call center/financial/tax preferred).
• Strong verbal and written communication skills.

Responsibilities

• Respond to inbound calls and emails regarding tax inquiries with clarity and empathy.
• Assist clients in understanding IRS or state notices.
• Provide updates on case progress and manage client expectations.
• Use active listening and de-escalation to support clients under stress.
• Coordinate with tax professionals to ensure accurate communication.
• Maintain accurate records of client interactions and case notes.

Skills

Verbal communication

Written communication

CRM systems

Multitasking

Empathy

De-escalation

Education

Bachelor’s degree

Associate degree in business/finance/accounting/legal studies

Tools

CRM software

Internal databases

Job description

Priority Tax Relief in Spokane (in office) seeks a Client Relations Advisor (CRA), Tax & Legal Support, to be the first point of contact for clients facing tax challenges. You will guide them through our process with empathy, accuracy, and clear communication.

This full-time, in-office role offers growth toward CRA II and Senior Advisor, with a comprehensive benefits package including 401(k), medical, dental, vision, life insurance, PTO, and ongoing training.