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 notices from the IRS or state tax agencies.
• Provide updates on case progress and help manage client expectations.
• Use active listening and de-escalation techniques to support clients who may be anxious or distressed about their financial situation.
• Cook up with tax professionals and case managers to ensure consistent, 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 informed about relevant tax deadlines and company procedures through ongoing training.
• Maintain confidentiality and handle sensitive financial information with discretion.
• Adapt quickly to new information, processes, and system updates in a dynamic environment.

Requirements

• Bachelor’s degree (Associate in business, finance, accounting, legal studies, or related field may be considered with strong experience).
• 1–2 years of customer service experience (call center, financial, tax, or related setting preferred).
• Strong verbal and written communication skills.
• Comfortable discussing financial or tax-related matters with clients.
• Calm and composed under pressure, especially when handling high-stress client situations or tight deadlines.
• Tech-savvy and able to navigate 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.
• Patient, empathetic, and client-first mindset.

Qualifications

• Experience: 1 year (Preferred) in call center and 2 years (Required) in customer service.
• Education: Associate (Required).

Benefits

Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.

Pay

Commensurate with experience.

Schedule

Full-time.