Mail Clerk

Position: Correspondence Clerk

Location: Irvine, CA

Details: Full Time- In Office Position

Pay: $17-$19.00/ HR DOE

Job Description

Alleviate Tax is a rapidly growing tax resolution/preparation firm. Alleviate Tax is a 2022 and 2023 finalist for the Better Business Bureau Torch Awards for Ethics. This is the most prestigious award given by the better business bureau. The award honors organizations whose leaders demonstrate a high level of personal character, meet the highest standards of ethics, and generate trust with customers and the community. We also were awarded 2022 Top Workplace in Orange County.

Alleviate Tax is on a mission to change tax resolution! Our company culture is one of love and collaboration. We love our clients, and we love our colleagues!

Alleviate Tax is currently the fastest growing Tax Resolution company in Orange County with a state of the art, top of the line, fully decked out office. We thrive on energy and collaboration! Reach out to our Recruiter Juliet Arpaia.

Juliet Arpaia: 949-503-0264 or email your resume directly to Julieta@alleviatetax.com.

Website: https://alleviatetax.com/

Responsibilities: This is an entry-level position with no experience needed.

• Process mailing by sorting, enveloping, and placing it into the proper mail stream.
• Perform interoffice mail pick-up and drop off as scheduled.
• Receive and document all certified and registered mail, provide proper tracking procedures for various departments.
• Sort, organize, scan and upload client mail to CRM.
• Receive and properly upload all inbound faxes.
• Assist staff with outbound faxes when needed.
• Properly categorize and name IRS notices, state notices, financial documents, profit and loss statements, tax prep forms, etc.
• Follow email process and procedures for uploading client mail and faxes, alerting the necessary team of documents received.
• Mail out documents for client signature, ensuring forms are executed properly, and assigning sign here stickies where applicable.
• Checking outgoing power of attorney forms and state and IRS forms for accuracy before mailing.
• Notating and updating CRM with relevant notes.
• Managing client portal uploads by correctly naming and categorizing document uploads.
• Mailing tax returns and tax documents to correct tax offices.
• Communicate with staff effectively through email and Microsoft teams.

Requirements:

• Proficient in Adobe PDF
• Microsoft Outlook, and Word
• Hardworking
• Strong organizational skills
• Good time-management skills
• Ability to multi-task and remain flexible
• Critical-thinker and problem-solver
• Team player
• Although this role is not client facing, your coworkers are your customers and should be treated with respect and professionalism. It is required to find a professional, substantial, and sufficient response for inquiries and requests.

Benefits:

• Medical, Dental, Vision after 60 days of employment
• PTO, Holiday Pay
• Growth Opportunities
• Fun, lively work environment
• Beautiful office location

Compensation: $ 17-19.00/ Hour

Alleviate Tax is an equal employment opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person