POSITION SUMMARY:

The Mailroom Documents Admin supports the Case Managers by assisting in the collection of necessary documentation for tax resolution. This role involves reviewing email and text communication with clients, ensuring that all required documents are gathered and processed efficiently. The Mailroom Documents Admin must be proficient in using the Logics CRM system, THS software, and must effectively manage multiple communication channels, including email and text messages. Additionally, this role includes generating reports based on tasks and requests and uploading IRS transcripts from those reports into client profiles within the Logics CRM system.

JOB DUTIES:

• Assist in the collection of all necessary documents for tax resolution, maintaining an organized system for tracking requests and receipts.
• Consistently communicate with clients via email and text messages to remind them of outstanding document requests and deadlines.
• Ensure timely responses to client call-back requests, within a 24-hour timeframe.
• Utilize the Logics CRM system to manage client interactions and document submissions, ensuring accurate and timely updates to client profiles.
• Run reports in THS and other software systems based on tasks, client cases, and specific requests from management.
• Assist in preparing and submitting updated IRS and state forms as needed—ensuring accuracy and completeness.

REQUIRMENTS:

• Experience in an administrative or document management role, preferably within a tax or financial services environment.
• Proficiency in using CRM systems, Google Sheets, Microsoft Word, and Adobe Acrobat.
• Familiarity with IRS transcript types and the process of IRS form 8821 submission is preferred.
• Strong organizational skills and attention to detail.
• Ability to handle sensitive and confidential information with integrity and professionalism.
• Excellent communication skills, both written and verbal.

If you're ready to take your career to the next level, we would love to meet you!

Apply now and let's change some lives!

Better Tax Relief is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factor.

Job Types: Full-time

Pay: $19.00 - $23.00 per hour, depending on experience

Shift: 40+ hours per week

Work Location: In person

Job Type: Full-time

Pay: $19.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid training
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Ability to Commute:

• Irvine, CA 92614 (Required)

Work Location: In person