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
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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.