Junior Client Success Specialist at Tax Relief Advocates

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

23.0

Posted On

05 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual English/Spanish, Customer Service, Phone Presence, Rapport Building, Emotional Intelligence, Google Suite, CRM Platforms, Microsoft Office, Organization, Attention To Detail, Basic Math, Multitasking

Industry

Accounting

Description

Junior Client Document Specialist Location: Onsite in Irvine, CA Compensation: $23 per hour Full-time, Monday - Friday 8:00 am - 5:00 pm PST We’re looking for a friendly, upbeat, and bilingual rockstar to join our crew as a Junior Client Document Specialist! This is your chance to grow your career in a lively, phone-powered role where you’ll be the friendly voice our clients look forward to hearing. You’ll help keep our tax processes running smoothly while delivering top-notch service that makes clients feel genuinely cared. If you think you can use your finesse to get the required documents to push cases forward with the Client Success Team, this position is for you! Why You’ll Love This Role: You get to talk to clients every day and make their document collection smooth as butter. It’s fast-paced, goal-oriented, and full of opportunities to shine. You’ll be surrounded by a supportive team that celebrates wins together. What You’ll Be Doing: Jump on a high volume of outbound and inbound calls to collect essential tax docs from our awesome existing clients. You’ll switch seamlessly between English and Spanish, helping our Spanish-speaking clients feel comfortable, understood, and well taken care of. Your bilingual skills are a HUGE asset here and will be used daily! Chat with clients in a warm, professional, and super-friendly way to make them smile even when talking taxes! Upload and organize tax & financial documents like a pro so our internal teams have everything they need. Educate clients on why these documents matter, answer their questions with patience, and turn “I don’t have it yet” into “Here you go!” Crush weekly and monthly document collection goals, and celebrate when you smash them! Keep accurate notes in the CRM and stay on top of your call logs. 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 0–1 year in a high-volume call center or customer service role Comfortable with Google Sheets and basic office software Skills & Superpowers: Bilingual English/Spanish. If you can confidently speak, listen, and build trust in both languages, we want you! 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, bilingual talent, and making clients feel supported? If you’re energetic, reliable, love talking to people, and especially if you’re confident in both English and Spanish, we’d love to have you on board! 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.

Responsibilities

Handle high-volume inbound and outbound calls to collect essential tax and financial documents from clients. Organize and upload these documents into the CRM while educating clients on their importance.