Customer Service Account Manager
$49,920–$58,240 year
On-site · Irvine, California, United States
Job Summary
On-site Customer Service Account Manager role managing a high-volume client portfolio with outbound document collection, client communications, and case progression. Responsible for gathering and reviewing tax-related documents, maintaining CRM notes, coordinating with internal teams to move cases forward, and ensuring timely follow-up and deliverables. Training may include complex matters such as offer-in-compromise; role emphasizes client relationship management and proactive problem-solving to support efficient document submission and processing.
Required Qualifications
- Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus).
- Strong organizational skills with attention to detail and the ability to prioritize tasks effectively.
- Excellent written and verbal communication skills.
- Proficiency in using CRM systems or document management tools; familiarity with tax software is a bonus.
- Ability to work independently in a fast-paced environment while meeting deadlines.
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.