Customer Service Representative

Company: Clear Start Tax Relief
Location: Huntington Beach
Posted on: May 29, 2023

Job Description:

*\*\*\*\*DIRECTIONS\*\*\*\***1. Review Job Description**2. Apply**3. Call 949-529-5999 and ask for Q to set up an interview.**(Please leave a voicemail if no one picks up.)**Full Job Description*Clear Start Tax Relief is a fast-growing Tax Relief company that aims to help consumers with back taxes and take control of their tax debt.This position is for a caseworker/customer service associate.We will train you!Case Worker/Customer Service: You will be the communication bridge between clients and tax professionals. You will update and answer clients on their cases daily and collect documents for tax professionals to finalize clients' cases.*Job Duties*: (Some or all of the following)* Serving as the point of contact between our clients and the Tax Professionals working on their tax services, such as resolution and tax prep.* Communicate with clients regularly to provide case updates and ensure a healthy and positive client relationship.* Complete daily tasks including but not limited to, examining client accounts for necessary documents to gather for tax professional review.* Sending prepared IRS/State tax returns and financials to clients for review/signature.* Make/receive customer service-type calls and provide an exceptional experience for our clients* Work alongside a team of caseworkers/customer service representatives to ensure every client receives the best possible customer service experience.* Running Finance Applications for clients* Billing (Running payments, rescheduling, changing payment info)*Qualifications:** Excellent customer service and communication (written & verbal) skills* A strong multitasker with superior organizational skills* Positive personality and friendly disposition* Proficient computer skills (adobe, excel, word, CRM)* Team player with a strong work ethic* Self-Motivated, willingness to learn & grow\*Prior experience is not needed, we will train the right fit. We pride ourselves in being outside-the-box thinkers and having an exceptional work environment.*Perks and Benefits:** Health/Dental/Vision/401k/* Paid Time Off (Vacation, Holiday, Sick)Job Type: Full-timePay: $15.50 - $20.00 per hourBenefits:* 401(k)* Dental insurance* Health insurance* On-the-job training* Paid time off* Vision insuranceShift:* 8 hour shiftWeekly day range:* Monday to FridayWork setting:* In-personWork Location: In person

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