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Tax Resolution Specialist

2 months ago


Los Angeles, California, United States Jobot Full time
About the Role

We are seeking a highly skilled Tax Resolution Specialist to join our team at Jobot. As a Tax Resolution Specialist, you will serve as the main point of contact for our tax resolution clients, working closely with our Tax Professionals to ensure clients remain informed, have all necessary documentation, and stay compliant with tax requirements.

Key Responsibilities
  • Gather and Verify Client Documents: Gather, review, and verify the accuracy of client documents and financial information.
  • Manage Client Cases: Manage a portfolio of financial cases, ensuring they are handled efficiently and effectively.
  • Provide Exceptional Customer Service: Provide exceptional customer service and resolve any issues or inquiries from clients promptly and professionally.
  • Collaborate with Tax Professionals: Collaborate with Tax Professionals to ensure all client needs are met.
  • Develop Case Management Plans: Develop and implement case management plans, and monitor their progress.
  • Document Case Information: Document all case information accurately, ensuring all data is kept confidential.
  • Identify Process Improvements: Identify opportunities for process improvements and make recommendations for change.
  • Participate in Training and Development: Participate in regular training and development sessions to enhance job skills and knowledge.
Qualifications
  • Experience in Case Management: A minimum of 2+ years of experience in a case management role within a law or tax firm.
  • Customer Service Skills: Proven experience in customer service with a strong ability to resolve client issues effectively.
  • Communication Skills: Excellent communication skills, both written and verbal.
  • Organizational Skills: Strong organizational skills with a keen eye for detail and the ability to manage multiple cases simultaneously.
  • Problem-Solving Skills: Strong problem-solving skills with the ability to think strategically and make sound decisions.
  • Team Player: A team player with the ability to work collaboratively with others to achieve common goals.
  • Technical Skills: Basic proficiency in Microsoft Excel and Word and case management software.