Alleviate Tax is a rapidly growing tax resolution/preparation firm. Alleviate Tax is a 2022 finalist for the Better Business Bureau Torch Awards for Ethics. This is the most prestigious award given by the better business bureau. The award honors organizations whose leaders demonstrate a high level of personal character, meet the highest standards of ethics, and generate trust with customers and the community. We also were awarded 2022 Top Workplace in Orange County.

We are looking for a self-motivated, hard working, high-energy Jr. Case Managers to join our team. Our headquarters is located in Irvine, CA. Alleviate Tax’s core values are built around helping clients get out stressful times so that they get the fresh start they deserve. We pride ourselves on our great work environment, ethics and values.

RESPONSIBILITIES

As a Junior Case Manager, your job is to be the primary point of contact between the case manager and the client. You will be providing customer service, communicating updates to clients, moving cases forward in the resolution process, and facilitating document requests.

• Using our software/CRM to keep track of and obtain various forms, documents and records from our clients, to be submitted to Tax Professionals;
• Communicate with clients and the resolution case managers, in a helpful manner with a priority on customer service
• Assist clients with completing IRS forms
• Constant phone and email follow up (contacting every client at least once every 2 weeks)
• Grasp and become proficient on IRS and state tax knowledge

REQUIREMENTS

• Hard working, accountable, and disciplined individual
• 1+ year working in administration, customer service, financial services (preferred)
• Proficient and easily adaptable to CRM software and computer systems
• Excellent communication skills, written and verbal
• Passionate Customer Service skills

COMPENSATION/BENEFITS

• $18.00 - $20.00/hr depending on experience, plus bonuses
• Room for upwards mobility in the company
• Medical, Dental, Vision, 401k and 401k matching
• Paid Time Off (Vacation, Holiday)
• Much More!

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

COVID-19 considerations:
We are following CDC guidelines.

Education:

• High school or equivalent (Preferred)

Work Location: One location

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