Advisor

• Respond to inbound calls and emails regarding tax-related inquiries with clarity, professionalism, and empathy.
• Assist 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
• Coordinate 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.

• 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.
• Ability 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.

Compensation details: 18-22

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