Client Relations Advisor
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
Overview
Remote
On-site
Compensation
$18-$22/hour
Job Description
Client Relations Advisor
Role Details:Work Location: Fairfield (In office)Job Type: Full-timeExperience: Call center: 1 year (Preferred) and/or Customer service: 2 years (Required)Education: Associate (Required)Supplemental Pay: Bonus eligible
Benefits:Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.About Us:With over 30 years of experience, Priority Tax Relief alleviates tax stress through efficient, empathetic, and transparent services. We specialize in swift tax resolution for individuals and businesses, powered by our PTR Exclusive Edge. Join our team and help clients regain financial peace of mind through expert support and care.Job Overview:As a Client Relations Advisor (CRA), Tax & Legal Support, you'll be the first point of contact for clients seeking help with their tax challenges, setting the tone for a positive, solution-focused experience. You'll guide clients through our process, answering questions related to IRS notices, tax documentation, payment plans, and more, all while working closely with our experienced tax professionals.This is more than just a support role; it's a stepping stone to grow within the tax resolution and legal services field. You'll gain hands-on experience in client communications, tax processes, and case management, with pathways to advance to a CRA II and Senior Advisor roles.Key Responsibilities:
- Respond to inbound calls and emails regarding tax-related inquiries with clarity, professionalism, and empathy.
- Assist clients in understanding notices from the IRS or state tax agencies.
- Provide updates on case progress and help manage client expectations.
- Use active listening and de-escalation techniques to support clients who may be anxious or distressed about their financial situation
- Coordinate with tax professionals and case managers to ensure consistent, accurate communication.
- Maintain accurate records of all client interactions and case notes in our system.
- Help clients upload, submit, or gather required tax documentation.
- Stay informed about relevant tax deadlines and company procedures through ongoing training.
- Maintain confidentiality and handle sensitive financial information with discretion.
- Adapt quickly to new information, processes, and system updates in a dynamic environment.
Qualifications:
- Bachelor's degree (Associate in business, finance, accounting, legal studies, or related field may be considered with strong experience).
- 1–2 years of customer service experience (call center, financial, tax, or related setting preferred).
- Strong verbal and written communication skills.
- Comfortable discussing financial or tax-related matters with clients.
- Calm and composed under pressure, especially when handling high-stress client situations or tight deadlines.
- Tech-savvy and able to navigate CRM systems and internal databases.
- Ability to multitask, stay organized, and work efficiently in a fast-paced environment.
- Able to learn new concepts and tools quickly and apply feedback in real time.
- Able to prioritize and stay organized in a fast-paced environment with high call volume and changing client needs.
- A patient, empathetic, and client-first mindset.
Compensation details: 18-22 Hourly Wage
PI5996f067cd1c-25401-39923702
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Client Relations Advisor Jobs at Priority Tax Relief
What is the work location for this position at Priority Tax Relief?
This job at Priority Tax Relief is located in Fairfield, NJ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Priority Tax Relief?
Candidates can expect a pay range of $18–$22 per hour for this role.
What employment applies to this position at Priority Tax Relief?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Priority Tax Relief?
You can apply for this role at Priority Tax Relief either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.