Tax Resolution Client Relations Advisor

Priority Tax Relief; Fairfield (NJ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Dental coverage

Vision coverage

Life insurance

Paid time off

Job summary

Priority Tax Relief in Fairfield, NJ, is seeking a Client Relations Advisor (CRA), Tax & Legal Support. You’ll be the first contact for clients, guiding them through IRS notices, tax documents, and payment plans while coordinating with our tax pros.

This role is a stepping stone to grow within tax resolution and legal services, with hands-on client communications, case management, and training leading to CRA II and Senior Advisor roles.

Qualifications

• Bachelor's degree or associate may be considered with strong experience.
• 1–2 years of customer service experience (call center preferred).
• Strong verbal and written communication skills.
• Comfort discussing financial or tax matters with clients.
• Calm under pressure and organized in a fast-paced environment.

Responsibilities

• Respond to inbound calls and emails regarding tax inquiries with professionalism and empathy.
• Assist clients in understanding IRS/state notices and required documents.
• Provide updates on case progress and manage client expectations.
• Coordinate with tax professionals and case managers for consistent communication.
• Maintain accurate records of client interactions and case notes.
• Help clients upload, submit, or gather required tax documentation.
• Stay informed about tax deadlines and company procedures through training.
• Maintain confidentiality and discretion with sensitive financial data.

Skills

Call center experience

Customer service

Communication skills

CRM systems

Data entry

Education

Bachelor's degree

Associate degree acceptable

Tools

CRM software

Job description

Priority Tax Relief in Fairfield, NJ, is seeking a Client Relations Advisor (CRA), Tax & Legal Support. You’ll be the first contact for clients, guiding them through IRS notices, tax documents, and payment plans while coordinating with our tax pros.

This role is a stepping stone to grow within tax resolution and legal services, with hands-on client communications, case management, and training leading to CRA II and Senior Advisor roles.