Junior Client Liaison – OPP Team

WHO WE ARE

Optima Tax Relief is a tax resolution (tax representation) firm that helps people solve their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers with a variety of tax complaints. 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

Ranked #1 Financial Services Company by Inc. Magazine

Orange County Business Journal Best Places to Work from 2011-2015

Orange County Register Top Workplaces 2016

Please feel free to visit our website and meet our staff at www.optimataxrelief.com

Responsibilities

Assist with additional service clients

Client contact to request Financial documents

Prepare and send out necessary documents to the client

Verify and review information (income & expenses) with client once received

Communicate with other Teams and Departments once we have obtained necessary documents and information

Manage tasks and follow up with clients when necessary regarding additional services

Assist with incoming calls

Manage and Prioritize Cases depending on the urgency

Requirements

1-2 years of Customer Service or Call Center Experience

Able to Multi-task and Work in a fast paced environment

Proficient in Microsoft applications, especially Word, Excel

Team player

Ability to work independently with minimal supervision and attention to detail

Different shifts available between 7am-6pm M-F

Compensation/Benefits

$15/hr plus commission

Medical

Dental

Vision

401K with Company Match

Paid Time Off (Vacation, Sick, Holiday)

Much More!

Equal Opportunity Employer, including disabled and veterans.


Meet Some of Optima Tax Relief's Employees

Alisha N.

Associate Director of Resolution-ACS

Alisha assists Optima Tax Relief case managers and tax professionals with day-to-day issues, ensuring they have every resource they need to help clients reach financial resolutions.

Michelle B.

Director of Sales

Michelle mentors and trains Optima Tax Relief’s sales agents from the first day they walk through the front door through their entire tenure at the organization.


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