Job description

Touting both an innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exudes its own distinctive and engaging energy, seasoned with a healthy amount of hype.

We're on a mission to evolve the way taxpayers resolve their tax issues. Join a team who loves to celebrate, break-company-records, and most importantly, change lives. We’re the fastest-growing company in our industry and looking to expand our team, so we can truly dominate this space.

Summary:
The purpose of this position is to process inbound and outbound company mail in a timely manner. The Mail Clerk will work alongside the Sales Team and Processing department with the Case Managers and Caseworkers to manage and process all inbound and outbound company mail in a timely manner, support communication through incoming and outgoing phone calls, and emails from existing and new clients. The Mail Clerk must demonstrate strong attention to detail and a natural ability to multi-task and problem solve.

Job Duties and Responsibilities:

• Prepare documents for mailing- fix postage, ensure proper labeling, and ensure correct addressing
• Open, upload, and distribute incoming mail as necessary
• Ensuring incoming OIC (Offer in Compromise) packets are uploaded and communicated to case manager
• Manage a high volume of incoming mail and properly distribute to the appropriate recipient
• Assist Case workers with scanning, faxing, and filling of case materials
• Handle extremely sensitive client information and ensure proper disposal when necessary
• Maintain mail station organization and keep all mailing supplies stocked
• Ensure client files are maintained in accordance with company operating procedures
• Management all outgoing mail to ensure client cases stay complaint
• Performs other related duties as assigned by management
• Process Power of Attorney (POA) for clients in compliance
• Process all incoming faxes received in a timely manner

Qualifications and Skills:

• Highly motivated with a positive attitude and excellent people skills
• Professional demeanor, attitude, ethics, and judgment
• Basic computer skills
• Time management – multi-tasker, able to prioritize workload and follow up with processing, sales, and clients in a timely manner
• Working knowledge of (CRM) customer relationship management systems

Required:

• Well organized, detail-oriented with ability to multi-task
• Strong attention to detail
• Able to work independently

Preferred:

• 1 year related experience
• Customer service experience
• Adaptable to new, rapidly evolving environments

Education:
High school diploma or general education degree (GED); or three to six months related experience and/or training; or equivalent combination of education and experience.

What Do We Offer?

• Medical, Dental, and Vision Insurance
• Paid Time Off
• 401(k) retirement plan + company matching
• Professional Development Program
• Access to on-site gym and gaming lounge
• Quarterly company outings
• Catered meals every Friday

The above is intended to describe the general content and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Rise Inc is an equal employment opportunity employer and prohibits discrimination and retaliation in employment based on race, religious creed, color, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, uniform service member status, marital status, pregnancy, age, medical condition (cancer related or HIV/AIDS related), genetic characteristics, physical or mental disability, as well as any other category protected by federal, state, or local laws. In accordance with applicable federal and state laws protecting qualified individuals with known disabilities, Tax Rise Inc will attempt to reasonably accommodate those individuals unless doing so creates an undue hardship on the Company.

Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: One location

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