Tax Resolution Specialist
4 weeks ago
About TaxRise
TaxRise is a leading provider of tax resolution services, dedicated to helping individuals and businesses navigate complex tax challenges. Our mission is to deliver exceptional results while providing unparalleled customer service.
Job Summary
We are seeking a highly skilled Case Manager I to join our team. As a Case Manager I, you will be responsible for onboarding new clients, gathering necessary documents, and providing exceptional service throughout the client journey.
Key Responsibilities
- Conduct onboarding calls with new clients to review case information and identify necessary documents.
- Manage a pipeline of cases, set task reminders, and maintain frequent communication with clients via email and SMS.
- Properly document all calls, communications, and case status changes using our CRM.
- Provide clients with regular updates on their cases, ensuring high levels of satisfaction and minimizing confusion.
- Work with the case management team to resolve client concerns and address questions.
- Handle confidential IRS documents, such as transcripts and notices, and navigate pertinent details.
- Manage workload effectively, prioritizing cases based on complexity and quantity.
- Collaborate with other departments to provide exceptional customer service.
Requirements
- Proficient in TalkDesk or other cloud-based automated phone software.
- Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly, and internal communication software.
- Excellent written and verbal communication skills.
- Excellent customer service and call handling skills.
- Ability to prioritize, multi-task, and manage time effectively.
- Ability to remain focused and productive in a fast-paced environment.
What We Offer
- 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.
- Catered meals every Friday.
Pay Range
$23.00 per hour + commission.
TaxRise is an equal opportunity employer, committed to creating a workplace that celebrates diversity and inclusion. We provide equal employment opportunities to all applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.
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