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Case Advocate

Irvine, CA

At Better Tax Relief, we bring years of experience to the table and take pride in our nationwide service to individuals, families, and companies. We are dedicated to providing comprehensive solutions for IRS concerns, allowing our clients to rest easy without the burden of tax intricacies. Whether our clients are facing IRS debts, unfiled returns, audits, or other tax challenges, we stand by them as their unwavering support system. Consider us their trusted allies in navigating the complexities of the IRS, as we are committed to simplifying the process for them. Our dedicated team is here to offer professional assistance while delivering warmth, friendliness, and boundless energy throughout your tax relief journey.

Job Title: Case Advocate

Location: This position is onsite in Irvine, CA.

Employment Type: Full-time

Pay Range: $19-$25 per hour based on experience, qualifications, and skillset with potential opportunity for bonuses

 

As a Case Advocate, you will play a crucial role in supporting Case Managers by assisting in the collection of essential documentation for tax resolution. You will maintain consistent communication with clients, ensuring all required documents are efficiently gathered and processed. Proficiency in the Logics CRM system and the ability to manage multiple communication channels, including phone, email, and text messages, are key. If you are detail-oriented and eager to make a difference in a dynamic environment, we want you on our team!

 

Key Responsibilities:

The Case Advocate must be able to perform the following tasks:

  • Document Collection and Communication:
    • Assist with the collection of all necessary documents for tax resolution, maintaining an organized system for tracking requests and receipts.
    • Consistently communicate with clients via phone, email, and text messages to remind them of outstanding document requests and deadlines.
    • Ensure timely responses to client call-back requests, within a 24-hour timeframe.
  • CRM and Document Management:
    • Utilize the Logics CRM system to manage client interactions and document submissions, ensuring accurate and timely updates to client profiles.
    • Upload and properly rename documents within the CRM, maintaining data integrity and accessibility.
  • Client Support and Education:
    • Provide basic explanations to clients regarding the importance of requested documents and the role they play in the resolution process.
    • Address common client questions and concerns, offering clear and supportive responses.
    • Possess basic knowledge of IRS resolution processes and IRS notices to assist in client education.
  • Form Processing and Support:
    • Assist in preparing and submitting updated IRS forms 8821 and 2848 for client signatures, ensuring accuracy and completeness.
    • Support mailroom functions as needed, including sorting, scanning, and handling client correspondence.
  • Professionalism and Compliance:
    • Maintain a high standard of professional conduct in all client interactions.
    • Adhere to company policies, procedures, and ethical guidelines, particularly in handling sensitive and confidential information.
  • Perform other duties as assigned.

Required Qualifications:

The Case Advocate must have the following experiences:

  • Experience in case management or client services, preferably in tax or financial services.
  • Exceptional verbal communication skills.
  • Exceptional written communication skills.
  • Ability to convey complex information in a clear and concise manner.
  • Strong organizational skills.
  • Strong attention to detail.

Preferred Qualifications:

  • Experience in using a CRM, particularly Logics CRM, is preferred.
  • Understanding of IRS procedures and tax resolution is a plus.

 

Benefits:

  • Health, dental, and vision insurance.
  • Sick time
  • Opportunities for career growth and advancement.
  • A supportive and collaborative work environment.

We believe in your potential and are invested in your growth! APPLY TODAY, and let’s achieve our goals together!

Better Tax Relief  is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factor.

CCPA Notice:

We collect personal information from job applicants for various purposes, including recruiting, compliance with legal obligations, and other business purposes.  For more details, please review our CCPA Notice by visiting this link https://betterdebtsolutions.com/privacy-policy/.



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