Tax Processing Solutions · 4 days ago
Junior Case Advocate
Tax Processing Solutions is committed to serving clients and communities with empathy and integrity. They are seeking a Junior Case Advocate to provide critical support, ensuring that cases are handled with care and professionalism while assisting clients throughout the tax resolution process.
Accounting
Responsibilities
Connecting with Clients: Be the friendly voice on the phone, assisting with document collection, scheduling appointments, and answering final questions during case closings
Supporting the Team: Step in for Case Advocates when they’re out, handling urgent cases, call-back requests, and client communications with ease
Turning Challenges into Wins: Work with unresponsive clients to re-engage them, using your de-escalation skills to rebuild trust and keep cases on track
Juggling Priorities: Team up with our Customer Service crew to tackle inbound calls while managing multiple tasks to meet client needs
Closing with Confidence: Take ownership of Third-Party Origination (TPO) cases, conducting closing calls and ensuring clients leave with clarity and satisfaction
Qualification
Required
A high school diploma or equivalent
Stellar communication skills—both written and verbal—to connect with clients and colleagues effectively
A positive, professional attitude and the ability to build rapport with ease
Multitasking prowess, prioritizing tasks to meet deadlines without breaking a sweat
Strong memory and attention to detail to keep case details straight
Comfort with computers and standard office tech to stay organized and efficient
Self-awareness, motivation, and the drive to inspire those around you
Preferred
Case management or call center experience, with a knack for handling high call volumes
Proven ability to de-escalate tense situations with calm and professionalism
Knowledge of tax resolution is a bonus!
Company
Tax Processing Solutions
Funding
Current Stage
Growth StageCompany data provided by crunchbase