Case Advocate / Customer Service

  • Community Tax, LLC
  • Jacksonville, FL
  • Jul 20, 2021
Full time Customer Service Finance

Job Description

Community Tax is a Nationally known tax resolution services firm and our Attorneys and Tax Professionals create life changing outcomes for our clients every day. We are seeking a career minded, dedicated individual to train in our Case Advocate position to assist our Attorneys and practitioners in ensuring world class service to our clients, as we continue to expand our nationwide presence and prepare to open our newest office in the Jacksonville area. In this fast-paced position you play a critical role as you coordinate the many services and workflows that are involved in providing quality representation to our clients nationwide. We do not require tax experience, as you will be fully trained and can grow as we continue to rapidly grow.

As a member of our Case Advocate team you will enjoy:

  • Full Training
  • A fun and exciting work environment
  • Sense of achievement as a member of a team improving the lives of clients nationwide
  • Bonus and incentive opportunities
  • Opportunity for Career Growth
  • Comprehensive Benefits Plan including: Medical, Vision, Dental, Short & long term Disability and Life insurance benefits, 401(k) with company match

POSITION REQUIREMENTS

To qualify you should have 2-3 years experience working in a fast paced office environment with a combination of detail oriented duties and customer/client communication, working with technology such as Microsoft Office, document management, case management and/or CRM systems.. Experience in an environment providing legal services, financial services, lending, insurance or similar professional services firms is a plus.

  • Strong multi-tasking and organizational skills and attention to detail required.
  • Must be capable of maintaining confidentiality.
  • Must be able to perform and provide results in a fast pace environment.
  • Interpersonal skills - demonstrated ability to work with team members in a collaborative manner.
  • Strong listening skills and both verbal and written communication skills
  • Experience working with numbers and understanding financial concepts
  • College education with Associates or Bachelor’s degree a plus
  • Bilingual Fluency English/Spanish a plus