Client Relations Case Advocate

Location: Onsite in Irvine, CA

Compensation: $26 per hour + Commission

Got a gift for turning frustration into trust? Love being the person who actually fixes things? We're looking for someone who thrives under pressure, speaks human, and genuinely cares about getting clients across the finish line.

Why You’ll Love This Role:

You'll be the dedicated point of contact for clients who've had a rocky experience but chose to stay with us. Your job: earn back their trust, keep them informed, and drive their case to a successful close with a gentle white-glove touch. You own the relationship and the outcome.

What You’ll Be Doing:

- Be the main point of contact for a pipeline of retained clients
- Monitor cases across departments, spot delays before they become problems
- De-escalate tense moments with calm and empathy, then steer cases to a successful close
- Collaborate with Tax Preparers, Tax Professionals, and Processing to keep things moving
- Maintain detailed case notes and documentation
- Identify risks for re-escalation and take immediate action

What We’re Looking For:

Education

High School Diploma or equivalent (required)
Some college in business, communications, or related fields? That’s a bonus!

Experience

Minimum 6 months of experience in tax resolution or case management (required)
Experience in a high-volume, deadline-driven environment
Comfortable with Google Sheets and basic office software

Skills & Superpowers

Strong de-escalation and conflict resolution skills.
Exceptional phone presence with clear speaking, great listening, and the ability to explain things simply and kindly.
Natural at building quick rapport, staying cool under pressure, and showing real empathy.
High emotional intelligence and self-awareness.
Positive, client-first attitude with a drive to get results.
Solid computer skills (Google Suite, CRM platforms, Microsoft Office).
Strong organization, attention to detail, and basic math skills.
Ability to multitask like a champ while keeping things accurate and confidential.

Physical Stuff:

You’ll be seated for most of the day wearing a headset, working in a standard indoor call center environment with moderate noise. Must be able to occasionally lift up to 20 lbs and keep a professional appearance.

Ready to join a team that values great communication and making clients feel supported? Apply today!

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.

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