Executive Relations Associate

Optima Tax Relief is the leading nationwide tax resolution firm helping people solve their IRS tax problems and is the largest of its kind in America. We work to build relationships with our thousands of clients and the IRS alike so that we can offer representation to taxpayers with a variety of tax issues. Our potential clients are in need of a number of services, including but not limited to the following:

  • Help with IRS tax audits
  • Filing past-due tax returns
  • Removing an IRS levy or federal tax lien
  • Setting up tax payment plans
  • Removing wage garnishment
  • Filing an offer in compromise

Orange County Register Top Workplaces, 2015-2017
America's Fastest Growing Private Companies Winner of INC. 5000, 2015-2018
Winner of the Better Business Bureau's Torch Award for Ethics
CEO Named a Top CEO by Glassdoor, 2018


WHY OPTIMA TAX RELIEF:
  • Strong Company Core Values
  • Commitment to Positive Client Experiences
  • Ethical Work is conducted with the Highest Level of Integrity...Always
  • Strong Corporate Culture: Community Outreach, Interactive Wellness Program, Knott's Day...There's Always Something to Look Forward to!
  • Employee Development and Potential Career Advancement
  • Expansion, Innovation and Professional Growth!

EXECUTIVE RELATIONS REPRESENTATIVE

A DAY IN THE LIFE:

The Executive Relations Representative responds to escalated inquiries from our existing clients, making outbound calls to provide status updates in addition to addressing and resolving client concerns. You will be expected to communicate realistic timelines and interact with staff within our Quality Assurance department as well as other departments regularly. Our ideal candidate is an organized and diligent, team-oriented individual, who is great with customers. They excel in effective communication and are willing to go above and beyond their day-to- day duties to enhance the customer experience.
  • Address your assigned client inquiries in a professional manner with ample focus on the clients' needs
  • Interact with Case Managers/Tax Professionals/Management
  • Maintain consistent workflow and a high level of customer service
  • Document detailed case analysis utilizing Company CRM
  • Prioritize case load and assignments
  • Answer/transfer calls and update clients on case status
  • Additional duties as assigned

WHO YOU ARE:
  • A Strong Communicator- An Empathetic Ear and Excellent Listening Skills
  • Resolution Driven- You're a Problem Solver
  • You Possess Excellent Organizational, Written, and Communication Skills
  • Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook)
  • Remain focused and productive in a fast-paced environment
  • You Hold a Strong Work Ethic and are Committed to Excellence
  • A Team Player

WHAT MAKES YOU STAND OUT:
  • 1-3 Years of Call Center Experience
  • Previous Experience Resolving Escalated Client Matters
  • Highly Developed Sense of Integrity
  • Previous CRM Experience (Salesforce Preferred)

WHAT WE OFFER:
  • $15-17/ hour + Monthly Commissions Based on Performance
  • Medical, Dental, Vision, Supplemental Insurance
  • 401K and Company Match Plan
  • Tuition Reimbursement Program
  • Hardship Program
  • Paid Time Off (Vacation, Sick, Holiday and Optional Holidays)
  • Career Opportunities
  • Award Winning Work Culture!


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