What are the responsibilities and job description for the Legal Assistant position at Priority Tax Relief?
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 – Tax & Legal Support at Priority Tax Relief, you’ll be the first point
of contact for clients seeking help with their tax challenges, playing a key role in setting the tone
for a positive, solution-focused experience. You’ll guide clients through the process, answering
questions related to IRS notices, tax documentation, payment plans, and more — all while
working closely with our team of experienced tax professionals.
This is more than just a support role — it’s astepping 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 clear pathways to advance into leadership, casework, or
specialized client advocacy roles as you develop.
Key Responsibilities:
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 – Tax & Legal Support at Priority Tax Relief, you’ll be the first point
of contact for clients seeking help with their tax challenges, playing a key role in setting the tone
for a positive, solution-focused experience. You’ll guide clients through the process, answering
questions related to IRS notices, tax documentation, payment plans, and more — all while
working closely with our team of experienced tax professionals.
This is more than just a support role — it’s astepping 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 clear pathways to advance into leadership, casework, or
specialized client advocacy roles as you develop.
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 ensure client expectations are managed and
- met.
- 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 laws, deadlines, and company procedures through ongoing training.
- Maintain confidentiality and handle sensitive financial information with discretion.
Qualifications:
- High school diploma or equivalent required; some college coursework is a plus.
- Customer service experience (preferably in a financial or tax setting).
- Strong verbal and written communication skills.
- Comfortable discussing financial or tax-related matters with clients.
- Tech-savvy and able to navigate CRM systems and internal databases.
- Ability to multitask, stay organized, and work efficiently in a fast-paced environment.
- A patient, empathetic, and client-first mindset.
Job Type: Full-time
Education: Associate (Required)
Experience:
- Customer service: 2 years (Required)
- Call center: 1 year (Preferred)
Benefits:401(k) 401(k) matching, Dental insurance, Health insurance, Life insurance, Paid time off, Vision insurance
Language: Spanish (Preferred)
Ability to Commute: Spokane, WA 99224 (Required)
Work Location: In person