Tax Resolution Specialist
5 days ago
At TaxRise, we're revolutionizing the way taxpayers navigate their tax challenges. Our mission is to provide exceptional service and support to our clients, helping them achieve the best possible outcomes. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
About the RoleThe Case Manager I is a critical member of our team, responsible for onboarding new clients and guiding them through the tax resolution process. This role requires exceptional communication skills, attention to detail, and the ability to manage multiple cases simultaneously.
Key Responsibilities- Conduct thorough onboarding calls with new clients to gather necessary information and documents.
- Manage a pipeline of cases, setting reminders and scheduling appointments as needed.
- Communicate regularly with clients via email and SMS to keep them informed of their case status.
- Document all calls, communications, and case status changes using our CRM system.
- Work collaboratively with other departments to provide exceptional customer service and resolve client concerns.
- Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly, and internal communication software.
- Excellent written and verbal communication skills.
- Ability to prioritize, multi-task, and manage time effectively.
- High school diploma or equivalent required; two years of related experience preferred.
- Competitive hourly rate: $20-$23 per hour + commission.
- Medical, dental, and vision insurance after 60 days.
- Paid time off (vacation, sick, holidays).
- Wellness days.
- 401(k) retirement plan.
- Professional development program.
- Access to on-site gym and gaming lounge.
- Quarterly company outings.
We're an equal opportunity employer, committed to creating a workplace that celebrates diversity and inclusion. If you're passionate about making a difference in people's lives, we encourage you to apply.
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