Client Relations Advisor

About the role

Tax & Legal Support at Priority Tax Relief offers a supportive environment where you can grow your career in tax resolution and legal services.

Responsibilities

• Respond to inbound calls and emails regarding tax-related inquiries with clarity, professionalism, and empathy.
• Aid clients in understanding IRS notices or state tax agency communications.
• Provide updates on case progress and assist clients in managing their expectations.
• Use active listening and de-escalation techniques to support clients facing financial stress.
• Coordinate with tax professionals and case managers for consistent and accurate communication.
• Maintain accurate records of all client interactions and case notes in our system.
• Help clients upload, submit, or gather required tax documentation.
• Stay updated on relevant tax deadlines and company procedures through ongoing training.
• Maintain confidentiality and handle sensitive financial information discreetly.
• Adapt to new information, processes, and system updates in a dynamic work environment.

Requirements

• Bachelor’s degree (or Associate in business, finance, accounting, legal studies, or related field with significant experience).
• 1-2 years of customer service experience (preferably in a call center, financial, tax, or related field).
• Strong verbal and written communication skills.
• Comfortable discussing financial or tax-related matters with clients.
• Calm and composed under pressure, especially in high-stress client situations or tight deadlines.
• Tech-savvy and capable of navigating CRM systems and internal databases.
• Able to multitask, stay organized, and work efficiently in a fast-paced environment.
• Able to learn new concepts and tools quickly and apply feedback in real time.
• Able to prioritize and stay organized in a fast-paced environment with high call volume and changing client needs.
• A patient, empathetic, and client-first mindset.

Qualifications

• Experience in a customer service role, preferably in a call center, financial, tax, or related setting.
• Strong communication skills, both verbal and written.
• Ability to handle sensitive financial information with discretion.
• Confidence in discussing financial or tax-related matters with clients.
• Composure and ability to remain calm under pressure, especially in high-stress situations.
• Proficiency in using technology, including CRM systems and internal databases.
• Ability to manage multiple tasks and adapt to changing priorities.
• An empathetic and client-focused approach.

Benefits

Priority Tax Relief offers a comprehensive and competitive compensation package, including:

• A 401(k) plan
• Medical, dental, and vision coverage
• Life insurance
• Paid time off
• A range of additional employee benefits

Pay

Salary range: $X - $Y per hour, depending on experience and qualifications.

Schedule

Full-time position, Monday through Friday, with flexible scheduling options.