Service Compliance Specialist

Posting ID : A1068520868
Date Posted : 2015-08-19
Category : Customer Service

Fidelity Tax Relief - Tustin, CA

Fidelity Tax Relief is dedicated to providing support to our clients using proven tax debt relief strategies. We specialize in assisting clients to reduce their tax debt, stop wage garnishment, bank levies, and remove property liens.

Currently we are looking for a Service Compliance Specialist to act as liaison between our Clients, Tax Resolution Group, and Internal Revenue Service (IRS) to assure cases are compliant with all applicable requirements. The right candidate will also be conducting regular internal audits to assure compliance with the Fidelity Resolution Model (FRM).

Job Requirements:
Ability to communicate effectively with a wide range of individuals
Proven aptitude for dealing with customer complaints
Ability to identify and act upon potential up-sell opportunities
Meet customer expectations in areas such as timeliness, quality and consistency
Able to control a conversation and quickly obtain relevant information
Scan and upload documents into our CRM
Weekly file audits to assure compliance and accuracy
Assign tasks to various individuals in the organization
Organized and follow through on commitments
Responsible for sending welcome letters to new clients
Update clients on a weekly basis via emails, phone calls and/or direct mailing
Responsible for reviewing and filling all corrospence with IRS, Client, and other agencies

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