Mailroom Documents Admin

At Better Tax Relief, our mission is to nurture a culture of compassion and empowerment. It is rooted in empathy and driven by tailored strategies, transparent practices, and exceeding expectations. By focusing on helping individuals thrive, we unite our team and clients in a shared journey towards a BETTER future.

 

Job Title: Mailroom Documents Admin

Location: This position is onsite in Irvine, CA.

Employment Type: Full-time

Pay Range: $21-23 per hour based on experience, qualifications, and skillset.

Ready to make a real impact? We’re on the lookout for an enthusiastic Mailroom Documents Admin! If you're looking to join a booming company, this could be your chance to shine!

 

Key Responsibilities:

The Mailroom Documents Admin must be able to perform the following tasks:

• Assist in the collection of all necessary documents for tax resolution, maintaining
  an organized system for tracking requests and receipts.
• Consistently communicate with clients via 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.
• 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.
• Assist in preparing and submitting updated IRS and state forms as needed -
  ensuring accuracy and completeness.
• Support mailroom functions as needed, including sorting, scanning, putting docs
  together for outgoing mail and handling client correspondence.
• 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.

Required Qualifications:

The Mailroom Documents Admin must have the following experiences:

• Relevant experience in case management or client services, preferably within a tax
  or financial services environment.
• Exceptional communication skills, capable of conveying complex information in a clear
  and concise manner.
• Ability to handle sensitive information with confidentiality and professionalism.
• Strong organizational skills and attention to detail.
• While performing the duties of this job, the employee is frequently required to sit for long
  periods of time; walk and stand; use hands and fingers to operate keyboards, printers, fax
  machines or other office equipment; hearing and speech to communicate in person and over the
  telephone and/or radio; vision to read printed material and a computer screen; lift and/or move
  up to 25 pounds and heavier weights with the use of proper equipment.

Preferred Qualifications:

• Relevant experience in case management or client services, preferably within a tax
  or financial services environment
• A thorough understanding of IRS procedures and tax resolution options is beneficial.

 

Benefits:

• Health, dental, and vision insurance.

• Paid Sick Leave.

• Opportunities for career growth and advancement.

• A supportive and collaborative work environment.

 

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.