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Client Liaison 1

Company: Optima Tax Relief
Location: santa ana
Posted on: May 3, 2021

Job Description:

A Client Liaison's main job is dealing with graduated clients who have already gone through Optima's Resolution program and have established a resolution. Our Liaisons collect necessary documents from our clients for services being performed, run Tax Help software to extract our client's most updated IRS Account information, update team members on client case milestones, update shared sheets and CRM on tasks completed, and assist clients when needed to remain complaint with their federal tax liability and resolution. We maintain constant contact with clients as well as IRS when needed. If Clients ever need new resolution services, we would be able to provide client with options and assist client with these types of services. Ensure clients are updated regarding collection enforcement to prevent levies

* Interact with Tax Professionals, clients, and other departments * Prioritize case load and assignments * Multitask while working with customers and navigating our computer systems, including our CRM, portal-based client folders, and shared sheets * Handle legal, confidential IRS documents such as IRS Transcripts and Notices * Receive, rename, and upload transcripts onto their corresponding portal folder * Establish contact with clients via phone and email to request pending documents * Performs duties as assigned


* 1 year relevant experience * Excellent Organizational, Time-management, Written, and Communication Skills * Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook) * Type a Minimum of 35 WPM * Remain focused and productive in a fast-paced environment * Strong Multitasker * Work schedule set by supervisor (Monday-Friday different shifts available between 7am-6pm)

Keywords: Optima Tax Relief, Santa Ana , Client Liaison 1, Other , santa ana, California

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