Client Success & Case Resolution Assistant

The Client Success & Case Resolution Assistant serves as a key liaison between clients, in-house attorneys, and the Client Services team, managing elevated client situations and complex inquiries related to IRS notices and tax resolution. This role requires exceptional interpersonal diplomacy and composure under pressure to de-escalate sensitive concerns and navigate communication roadblocks. It involves cross-departmental collaboration, precise documentation, and proactive client alignment to guide individuals through complex tax processes. The position offers a direct pathway to advance within the tax resolution and legal services field.