Resolution Associate

Posted 2 Days Ago
Be an Early Applicant
Irvine, CA, USA
In-Office
21-21 Hourly
Junior
Analytics • Financial Services
REAL solutions for REAL people
The Role
Supports tax resolution cases by communicating with clients, collecting documents, conducting welcome calls, reviewing outstanding case items, and providing status updates. Assists the Customer Service team with inbound calls during high-volume periods. The role requires professional client communication, proactive follow-up, accurate case support, and comfort working in a fast-paced, high-volume call environment.
Summary Generated by Built In

Resolution Analyst

Location: Irvine, CA | On-site  ||  Department: Customer Service || Employment Type: Full-time

About the Role

The Resolution Associate provides support to Case Advocates and clients to ensure cases are handled with empathy, professionalism, and care. This role focuses on client communication, document collection, case follow-up, and assisting with case progression in a fast-paced tax resolution environment.

What You’ll Do
    • Respond to and complete client callback requests in a timely and professional manner.
    • Contact clients proactively to assist with document collection and ensure required information is obtained to support case progression.
    • Conduct client welcome calls following completion of the tax preparation process, ensuring clients clearly understand the next steps in their case.
    • Review assigned cases to identify outstanding items, upcoming actions, or potential barriers to progression.
    • Maintain consistent and proactive communication with clients regarding case status and next steps.
    • Provide support to the Customer Service team by assisting with inbound queue calls during periods of increased call volume or as assigned.
    • Perform other related duties as assigned to support case progression and client satisfaction.
What You Bring 
  • 1+ years of strong customer service experience.
  • Tech-savvy and comfortable using Google Suite, Microsoft Office, CRM systems, and other standard business tools. 
  • Minimum typing speed of 40+ WPM.
  • Experience working in a high-volume call center environment or in a high-call-volume position (both inbound and outbound calls required).
What We Offer
  • Compensation for this role: $21 per hour  
  • Comprehensive health, Dental, and vision insurance 
Why You’ll Love Working Here
  • Impact - Every day, you’ll help real people escape financial stress and rebuild their lives. 
  • Growth - We’re a rapidly expanding company with plenty of room for career advancement.
  • Supportive Culture - We value collaboration and continuous learning.
  • High Client Satisfaction - With thousands of 5-star reviews, our clients consistently praise our expertise and results.

We’re looking for passionate, driven individuals who want to make a real difference while building a rewarding career in a purpose-driven organization.



 

 


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.

Skills Required

  • 1+ years of strong customer service experience
  • Comfort using Google Suite, Microsoft Office, CRM systems, and standard business tools
  • Minimum typing speed of 40+ words per minute
  • Experience in a high-volume call center or high-call-volume position
  • Experience handling both inbound and outbound calls
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Irvine, CA
293 Employees
Year Founded: 2017

What We Do

We help people with tax debt, wage garnishments, bank levies, audits and much more. Call us today for Tax Relief

Similar Jobs

Wells Fargo Logo Wells Fargo

Personal Banker Tracy Main

Fintech • Financial Services
Hybrid
Tracy, CA, USA
205000 Employees
23-31 Hourly
Hybrid
Milpitas, CA, USA
205000 Employees
23-31 Hourly
Hybrid
Manhattan Beach, CA, USA
205000 Employees
23-31 Hourly
Hybrid
Torrance, CA, USA
205000 Employees
23-31 Hourly

Similar Companies Hiring

Milestone Systems Thumbnail
Artificial Intelligence • Security • Software • Analytics • Big Data Analytics
Lake Oswego, OR
1500 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account