Most people who call us have not opened their IRS mail in months. You will be the person who finally makes it make sense.
Clarity Tax Relief is a tax resolution firm in Santa Ana. We represent people and small businesses who owe the IRS or the state and need someone to work the case. Founded 2018, BBB Accredited with an A+ rating, and our fees are published on our site. We are hiring Client Services Representatives for our office in Santa Ana.
WHAT A TUESDAY LOOKS LIKE
- 9:05 am: a client's IRS notice arrives by email. You read it, log it in the file, and tell the case manager what it is before the client panics.
- 10:30 am: a client calls asking where his case stands. You pull the file, give him a straight answer, and set his expectation for the next step.
- 1:00 pm: you chase three clients for the bank statements and pay stubs the IRS needs, and you make it easy for them to send.
- 3:30 pm: you update the CRM so nobody has to ask you what happened today.
Nobody will ask you to sell anything. Nobody will ask you to promise anything. Your job is to keep clients informed, calm, and moving.
WHO DOES WELL HERE
- You have a year or more in customer service, client support, a medical or law office, a bank, or an accounting office.
- You write clear emails and take clean notes. We check.
- You can hear a stressed person out without taking it personally.
- Bilingual Spanish is a real plus. So is any exposure to IRS notices, payroll, or bookkeeping. Neither is required. We train the tax side.
PAY AND HOURS
- $17 to $20 per hour, based on experience.
- Full time, Monday through Friday, in the office. No weekends. No nights.
- Paid training on IRS collections, notices, and the CRM.
- A small team where the owner knows your name. Do the job well and there is a path to case manager.
HOW TO APPLY (takes two minutes)
Reply to this post with your resume and answer these three questions in the email. Applications that answer the questions get read first.
1. Tell us about a time you calmed down an upset customer. What did you actually say?
2. What is the longest you have stayed at one job, and why did you stay?
3. Which languages do you speak well enough to take a phone call in?
We read every reply and respond to the ones we move forward with within two business days. Phone screens happen the same week.
Clarity Tax Relief is an equal opportunity employer.
