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Tax Relief Advocates

Resolves tax debts and prepares tax returns

Chief Customer Service Officer

Customer ExperienceConfirmed live in the last 24 hours
Full-timeIrvine, CA, USA

About the Job

Requirements

  • At least 15 years of experience in customer service, client experience, or contact-center leadership, including executive- or vice president-level ownership of multi-site or multi-channel operations.
  • A proven record of building or transforming a service organization and owning client outcomes, the function’s profit and loss, and operating metrics.
  • Experience in a regulated, high-stakes consumer environment such as financial services, tax, healthcare, insurance, or a similar industry, where documentation, disclosures, and complaint handling are important.
  • Executive presence and data fluency, including the ability to brief a chief executive officer, de-escalate a high-profile client issue, and set priorities using customer satisfaction, net promoter score, quality, average handle time/first contact resolution, and retention data.

Responsibilities

  • Define the service promise, journey standards, service-level agreements, and escalation paths from onboarding through post-resolution support, and translate them into an annual service plan, budget, and staffing model.
  • Advise the chief executive officer on service risk, capacity, complaint trends, and investments that protect reputation and retention.
  • Lead the customer service, client relations, quality, and training teams; build managers who coach to quality; and own hiring standards, career paths, and performance management.
  • Lead service recovery on high-risk cases and ensure root causes are fixed rather than handled one case at a time.
  • Establish quality monitoring, knowledge management, and closed-loop complaint handling.
  • Partner with Legal and Compliance on scripts, disclosures, and sensitive client data.
  • Build a voice-of-client system using customer satisfaction, net promoter score, customer effort score, and churn reasons to inform leadership decisions.
  • Drive retention and client lifetime value through clearer communication, fewer handoffs, and proactive outreach.
  • Reduce cost-to-serve through first-contact resolution, self-service, and automation without lowering the standard of care.
  • Own the service technology stack and the roadmap for artificial-intelligence-assisted service.
  • Align the Sales-to-Service handoff so clients hear one consistent story from the first promise through delivery.
  • Keep service commitments in line with operational reality and represent the client in executive decisions on policy, pricing, and process.

Desired Qualifications

  • Preferred background in tax resolution, debt relief, or consumer finance.
  • Experience modernizing contact-center-as-a-service, customer relationship management, quality assurance, and knowledge platforms.
  • A Master of Business Administration or equivalent operating experience.

About the Company

Tax Relief Advocates

Resolves tax debts and prepares tax returns

Tax Relief Advocates works with individuals and businesses seeking to resolve federal and state tax debts. The firm reviews tax balances and agency notices, checks eligibility for relief programs and coordinates negotiations with taxing authorities. Its services address back taxes, audits, wage garnishments and bank levies, with case advocates handling records, scheduling and client communications. A tax-preparation team also files individual returns and researches complex filing issues, connecting resolution cases with ongoing tax compliance work. Founded in 2017, the company is headquartered in Irvine, California, and operates under the TRA brand.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Irvine, CA
Founded
2017

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