Retention Associate 2

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

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

Orange County Register Top Workplaces

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

Responsibilities

  • Call Clients for updated payments
  • Manage and Prioritize Case Load depending on the urgency and Team needs
  • Follow Up with Clients for necessary documents
  • Discuss with Clients restructuring payment plans
  • Communicate and Interact with other Departments to obtain any additional information needed
  • Participate in additional team projects related to ongoing training and adapt to any Company procedures

Requirements

  • 1-2 years of Customer Service or Call Center Experience
  • Heavy Outbound Calls
  • Able demonstrate attention to detail and multitask in a fast paced environment while having the ability to work independently with minimal supervision.
  • Able to perform essential functions and responsibilities within the workstation and with equipments provided

Proficient in Microsoft applications such as Word, Excel, Outlook.

  • High level of verbal and written skills
  • Able to work available shifts during company's general business hours of operation (8am-5pm).

Positive "Can Do" attitude!

COMPENSATION/BENEFITS

  • $15/hr
  • Monthly Performance Bonus
  • Medical
  • Dental
  • Vision
  • 401K
  • Life & Supplemental Insurance
  • Paid Time Off (Vacation, Sick, Holidays)
  • Potential to grow within the company

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.


Back to top