Guardian Tax is Urgently hiring! Ready to dive into the world of tax management? If you're passionate about numbers, thrive in a fast-paced environment, and love unraveling the mysteries of tax codes, this is the opportunity for you. Get ready to embark on a thrilling journey where every day brings new challenges and opportunities to showcase your skills. Join us and let's conquer the world of taxes together!
What Awaits You: Imagine a role where every day brings new challenges, and you get to be the superhero helping clients navigate settlement offers, set up payment plans, and shield them from IRS audits! As a Client Care Representative, you'll be the maestro orchestrating the resolution symphony, ensuring a harmonious experience for both our clients and your career.
Responsibilities: As a Case Manager, your job is to be the primary point of contact between the Client and Tax Professionals. Your caseload will consist of resolution and tax prep files. Assist in screening and verifying and gathering required documentations for the applicable service. Notating details summaries of all communications with clients. Manage a heavy caseload of (300-400) Communicate with clients and Tax Professionals in a helpful manner with a priority on customer service Constant phone and email follow up (contacting every client at least once every 14 days ) Excellent organizational time management written and communication skills, Strong listening skills with the ability to understand and influence people. Submit a minimum of 10 closes per month for case closure 2 hours talk time minimum a day (3-4 hours preferred) What we're looking for: Tech Titan : Command G Suite and Microsoft Office like a wizard, with a knack for CRM systems. Communication Champion: Your written and verbal skills are so sharp; they could cut through red tape. Time Maestro: Juggle multiple tasks, prioritize like a pro, and keep things moving at a pace that would make Flash jealous. Jammin' Workspace : Enjoy a daily soundtrack of good music to keep those productivity vibes flowing. Expertise: 6 months to1 year of experience as a CM is a plus but not required. NO EXPERIENCE is encouraged to apply. Perks That Spark Joy: Game On: Break time is game time! Ping Pong, pool, foosball—because we believe in working hard and playing even harder. Music Magic: Let the beats fuel your day, creating an ambiance that's as upbeat as your career trajectory. Free gym membership : Your physical health matters! Take advantage of this perk to help you stay in tune with your mind and body. Office Oasis: Enjoy our indoor/outdoor game room—because sometimes, a game of Ping Pong or foosball is the perfect break from saving the day Benefits: Dental, Medical, vision Insurance Bonus pay If you're ready for a career that's both fulfilling and fun, hit apply and let's redefine what it means to work hard and play harder!
*This is not a remote position - Apply now!*
