Customer Service Representative (Tax Relief Experience)

Description

Job description

We are looking for a Case Worker to assist clients in navigating the tax relief process and advocate on their behalf.

Key Responsibilities:

• Client Management: Conduct consultations, gather financial documents, and assess eligibility for tax relief programs.

• Communication & Support: Serve as the primary point of contact for clients, providing updates and guidance throughout the resolution process.

• Collaboration: Work with legal and tax teams to develop strategies and submit necessary documentation to the IRS and state agencies.

• Follow-up & Documentation: Ensure timely case follow-ups, track progress, and maintain accurate records.

Skills

tax relief, tax, customer service

Top Skills Details

tax relief,tax,customer service

Additional Skills & Qualifications

Qualifications:

• Education: Bachelor’s degree in business, finance, or a related field (not required, but preferred) (or equivalent experience)

• Experience: 2+ years in case management or tax resolution (preferred).

• Skills: Strong communication, organizational, and time management skills. Proficiency in Microsoft Office and case management sof

Experience Level

Intermediate Level

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