Strong written and verbal communication skills and the ability to de-escalate tense situations calmly and professionally are required.
Comfort using Google Suite, Microsoft Office, CRM systems, and other standard business tools is required.
The role requires strong organization and attention to detail, with the ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
Responsibilities
Serve as a client point of contact by phone, helping with document collection, scheduling appointments, and answering final questions during case closings.
Cover for Case Advocates when they are out by handling urgent cases, callback requests, and client communications.
Re-engage unresponsive clients using de-escalation skills to rebuild trust and keep cases on track.
Partner with the Customer Service team to handle inbound calls while managing multiple priorities.
Own Third-Party Origination cases, conduct closing calls, and ensure clients leave with clarity and confidence.
Desired Qualifications
Case management or high-volume call center experience is preferred.
Junior Case Advocate
Location: Irvine, CA | On-site || Department: Case Advocate Department || Employment Type: Hourly, Full-time
About the Role
Are you passionate about helping people work through challenges with empathy and precision? As a Junior Case Advocate, you’ll provide critical support to our Case Advocates and clients, keeping cases moving and making sure every client feels cared for throughout their tax resolution journey. We invest in developing our Junior Case Advocates into Case Advocates, so this is a great fit for people who want to grow.
What You’ll Do
Serve as a friendly point of contact for clients by phone, helping with document collection, scheduling appointments, and answering final questions during case closings.
Step in for Case Advocates when they’re out, handling urgent cases, call-back requests, and client communications.
Re-engage unresponsive clients, using de-escalation skills to rebuild trust and keep cases on track.
Partner with the Customer Service team to handle inbound calls while managing multiple priorities.
Take ownership of Third-Party Origination (TPO) cases, conducting closing calls and making sure clients leave with clarity and confidence.
What You Bring
High school diploma or equivalent; case management or high-volume call center experience preferred.
Strong written and verbal communication skills, with a proven ability to de-escalate tense situations calmly and professionally.
Tech-savvy and comfortable using Google Suite, Microsoft Office, CRM systems, and other standard business tools.
Highly organized and detail-oriented, able to prioritize multiple tasks and meet deadlines in a fast-paced environment.
Why You’ll Love Working Here
Impact - Every day, you’ll help real people escape financial stress and rebuild their lives.
Growth - We’re a rapidly expanding company with a clear path from Junior Case Advocate to Case Advocate.
Supportive Culture - We value collaboration and continuous learning.
High Client Satisfaction - With thousands of 5-star reviews, our clients consistently praise our expertise and results.
We’re looking for passionate, driven individuals who want to make a real difference while building a rewarding career in a purpose-driven organization.
Compensation
Hourly Pay: $22.00 per hour.
Commission: This position is not eligible for commission.
Total Compensation: Actual compensation will vary based on hours worked, including overtime as needed.
Pay Transparency Statement: The pay rate for this position is $22.00 per hour. This rate represents the Company’s good-faith estimate of the pay it reasonably expects to offer at the time of hire.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.