Application for Employment - Client Success Advocate

Employment Opportunity

Position Name: Client Success Advocate

Classification: Part-Time, Seasonal

Pay Range: $18.00 to $23.00 per hour

Position Overview:

The Client Support Advocate position is responsible for providing support across all of SimplifyCT’s programs. This position assists customers and/or volunteers with tax filing guidance, assists in the operations of SimplifyCT’s Call Center by answering phone calls, scheduling appointments, and providing assistance with other inquiries. Additionally, this position provides general support in all triage operations through SimplifyCT’s Virtual tax preparation offerings.

Primary Duties and Responsibilities:
- Provide customers and/or volunteers with tax filing guidance and answers tax law questions.
- Answer phone calls, respond to requests and other related inquiries as part of the Call Center.
- Set up appointments, as needed, at local VITA sites through the online appointment system.
- Communicates and provides client support through the GetYourRefund Case Management platform.
- Capture vital customer tax and demographics in the Salesforce system.
- Provide general assistance to all tax preparers through Slack.
- Other duties as assigned by management.
Qualifications:
- High School Diploma or GED Required.
- Valid Driver's License with reliable transportation and valid insurance required.
- IRS Tax Certifications in Advanced and Site Coordinator Required. (Training to be provided by SimplifyCT).

Application for Employment

SimplifyCT is an equal opportunity employer. We do not discriminate in employment on any basis prohibited by law. We consider applicants for all positions without regard to race, color, religion, gender, national origin/ancestry, age, disability, marital status, sexual orientation, gender identity/expression, or any other legally protected status. We are committed to providing equal opportunity in compliance with all applicable laws.

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NOTICE OF EXPIRATION OF JOB APPLICATION:

This application for employment will remain active for thirty (30) days. After that time has passed, you must reapply for further consideration.
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