Financial Advocacy Representative

3 weeks ago


Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time
Job Description

We are looking for a Financial Advocacy Representative to join our team at Alliance Tax Advocate Inc. in Orange County, California. As a key member of our team, you will play a vital role in helping clients resolve their IRS-related financial issues.

About the Position:

  • This is a full-time opportunity with a salary of $55,000 - $70,000 per year, plus commission potential.
  • The ideal candidate will have excellent problem-solving skills, be able to work under pressure, and maintain confidentiality.

Responsibilities:

  1. Assist clients in navigating complex financial situations, providing expert guidance and support.
  2. Communicate effectively with clients via phone, ensuring their concerns are addressed and needs met.
  3. Maintain accurate records of client information, upholding confidentiality and adhering to industry standards.

Requirements:

  • Possess a strong passion for financial advocacy and problem-solving.
  • Be willing to learn and develop expertise in tax relief and financial services.
  • Demonstrate exceptional communication and interpersonal skills.

What We Offer:

  • A dynamic and supportive work environment.


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