Client Success & Case Resolution Assistant
Priority Tax Relief · Spokane, WA ·
- Employment
- Full time
- Category
- Customer success
- Experience
- 1+ years
Client Success & Case Resolution Assistant
$20-$23 per hour
Role Details:
Work Location: Spokane, WA (In office)
Job Type: Full-time
Work Location: Spokane, WA (In office)
Job Type: Full-time
Experience: 1–2 years in customer service, client account management, or support within legal, financial, or high-volume call environments.
Education: Associate (Required)
Job Overview
As a Client Success & Resolution Specialist, you will serve as the crucial bridge linking our clients, in-house attorneys, and the broader Client Services team. In this high-impact role, you will handle elevated client situations, align expectations with legal tax options, and navigate complex inquiries surrounding IRS notices and agency actions. You will apply creative, out-of-the-box problem-solving skills to overcome communication roadblocks, de-escalate sensitive client concerns, and keep resolution plans moving forward.
This role requires exceptional interpersonal diplomacy, absolute composure under pressure, and meticulous documentation standards. It serves as a direct stepping stone to advance within the tax resolution and legal services field, with clear pathways to Senior Advisor roles.
Key Responsibilities
Job Overview
As a Client Success & Resolution Specialist, you will serve as the crucial bridge linking our clients, in-house attorneys, and the broader Client Services team. In this high-impact role, you will handle elevated client situations, align expectations with legal tax options, and navigate complex inquiries surrounding IRS notices and agency actions. You will apply creative, out-of-the-box problem-solving skills to overcome communication roadblocks, de-escalate sensitive client concerns, and keep resolution plans moving forward.
This role requires exceptional interpersonal diplomacy, absolute composure under pressure, and meticulous documentation standards. It serves as a direct stepping stone to advance within the tax resolution and legal services field, with clear pathways to Senior Advisor roles.
Key Responsibilities
- Cross-departmental Collaboration: Work directly with our legal counsel and case specialist to align on case strategy, bridge communication gaps, and build consensus around complex client solutions.
- Creative Problem Solving & Conflict Resolution: Think outside the box to navigate challenging client scenarios, identify alternative pathways to resolve misunderstandings, and turn high-friction calls into productive outcomes.
- De-escalation & Composure Under Pressure: Maintain total composure, patience, and control during high-stress interactions, applying active listening to calm anxious or dissatisfied clients and restore trust.
- Precise Documentation & Risk Mitigation: Maintain complete, audit-ready CRM records detailing every client interaction, agreement, legal update, and decision path to ensure continuity across teams.
- Proactive Client Alignment: Serve as the primary advocate for setting clear expectations, clarifying IRS timeline realities, and guiding clients smoothly through complex tax processes.
- Process & Compliance Guidance: Assist clients in gathering, organizing, and submitting sensitive documentation on tight deadlines while maintaining strict confidentiality.
- Adaptive Case Management: Swiftly adapt to changing legal strategies, state/federal tax updates, and shifting client priorities in a fast-paced setting.
Qualifications
- Education: Bachelor’s degree preferred; Associate’s degree in Business, Finance, Legal Studies, or related fields considered with strong experience.
- Experience: 1–2 years in customer service, client account management, or support within legal, financial, or high-volume call environments.
- Composure & De-escalation: Proven ability to remain grounded, clear-headed, and professional during high-pressure, sensitive, or confrontational interactions.
- Resourceful Problem Solver: Strong analytical and out-of-the-box thinking skills; able to evaluate complex situations and suggest practical, winning solutions.
- Cross-Functional Teamwork: Comfortable working alongside attorneys, paralegals, and case managers to streamline information flow and resolve account disputes.
- Meticulous Record-Keeper: High attention to detail with a track record of thorough, accurate note-taking in CRM software and database systems.
- Communication Mastery: Superior verbal and written communication skills; capable of framing difficult information clearly, diplomatically, and persuasively.
- Location Requirements: Ability to reliably commute or relocate to Spokane, WA 99224 prior to start date (Required).
About Us:
Priority Tax Relief is setting the national standard for tax debt resolution through disciplined preparation and earned trust. Our team moves fast with purpose—thinking clearly, owning the work, and executing our strategy all the way through resolution. We bring clarity to complex cases and stand shoulder to shoulder with clients until the work is done. We measure our success by outcomes because every resolution restores stability where it matters most.
Priority Tax Relief is setting the national standard for tax debt resolution through disciplined preparation and earned trust. Our team moves fast with purpose—thinking clearly, owning the work, and executing our strategy all the way through resolution. We bring clarity to complex cases and stand shoulder to shoulder with clients until the work is done. We measure our success by outcomes because every resolution restores stability where it matters most.