Client Retention Specialist (AZ)
Job Details
Arizona Office - Chandler, AZ

Here at Optima Tax Relief, we value talented, passionate people who share our enthusiasm for helping others, and doing the right thing. We are the leading tax resolution firm in the nation, and we are proud to foster an environment that is dedicated to supporting both our clients and our workforce. Come see what it means to be an Optimian!


  • Strong Corporate Culture: Community Outreach, Interactive Wellness Program, quarterly off-site events…There’s always something to look forward to!
  • Ethical Work is conducted with the Highest Level of Integrity…always.
  • Investment in our employees’ development, professional growth, and potential career advancement!
  • We are constantly looking for ways to get better, be innovative, and remain the leaders in our industry!





The Executive Review Board Representative responds to escalated inquiries from our existing clients, makes outbound calls to provide status updates in addition to addressing and resolving client concerns. You will be expected to communicate realistic timelines and interact with staff within our Client Relations department as well as other departments regularly. Our ideal candidate is an organized and diligent, team-oriented individual, who is great with customers. They excel in effective communication and are willing to go above and beyond their day-to- day duties to enhance the customer experience.

  • Address your assigned client inquiries in a professional manner with ample focus on the clients’ needs
  • Interact with Case Managers/Tax Professionals/Management
  • Maintain consistent workflow and a high level of customer service
  • Document detailed case analysis utilizing Company CRM
  • Prioritize case load and assignments
  • Additional duties as assigned


  • 6+ months of customer service experience
  • Previous experience resolving escalated client matters
  • Highly developed sense of integrity
  • Previous CRM experience (Salesforce Preferred)
  • A strong communicator- an empathetic ear and excellent listening skills
  • You Possess Excellent Organizational, Written, and Communication Skills
  • Proficient and Comfortable with Office Equipment (Computer skills – Microsoft Office, Outlook)
  • Remain Focused and Productive in a Fast-Paced Environment
  • You Hold a Strong Work Ethic and are Committed to Excellence
  • A Team Player


  • Hourly Rate + Monthly Performance Bonus
  • Medical, Dental, Vision, Supplemental Insurance
  • 401K and Company Match Plan
  • Tuition Reimbursement Program
  • Hardship Program
  • Paid Time Off (Vacation, Sick, Holiday and Optional Holidays)
  • Career Opportunities
  • Award Winning Work Culture!


This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and standard office supplies. While working in the office, the setting is a standard office environment with low to moderate noise levels and temperature controlled.

While performing the duties of this job, the employee is regularly required to talk or hear. Employee is required to sit at desk for majority of the workday with occasional standing and walking within office environment. The employee is required to use hands and fingers for writing and typing, handle or feel office tools or controls; and reach with hands and arms. Employee may occasionally crouch or kneel. The employee must occasionally lift and/or move up to 20lbs. Specific vision abilities required by the job include close vision, distance vision (may be corrected), peripheral vision, depth perception, and ability to focus on task at hand.

Optima Tax Relief, LLC does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. The submission of referrals or resumes by anyone other than a candidate directly to Optima Tax Relief, LLC employees is strictly prohibited. Unsolicited referrals and resumes sent to Optima Tax Relief, LLC are deemed gratuitous, and the company will not be obligated or bound in any way to pay any referral or other fee if a person referred to us from a source other than a candidate is hired.

Notwithstanding the foregoing, resumes will be accepted from approved vendors who have written agreements in place with Optima Tax Relief, LLC, and then only to the extent such agreement covers a specified position and, if required by such agreement, the submission of resumes by the vendor has been authorized in writing by Optima Tax Relief, LLC for such specified position. Any resumes submitted in the absence of a signed agreement will become the property of Optima Tax Relief, LLC and no fee shall be due.