Customer Service Case Advocate

Job Description

Job Description

Community Tax Puerto Rico, LLC  is a PUERTO RICO established firm and partner to Community Tax, LLC, a nationally known and respected tax resolution and tax services firm, based in Jacksonville, Florida, growing and aggressively expanding our national presence. Our Attorneys and Tax Professionals create life changing outcomes for our clients every day. Community Tax opened its Puerto Rico office in August of 2017 and remains strong and growing in 2025. For more information about Community Tax, LLC please visit

We are seeking an a bilingual, career minded, dedicated individual to train in our Customer Service Case Advocate position to assist our Attorneys and practitioners in ensuring world class service to our clients. In this fast-paced position you play a critical role, as you coordinate the many services and workflows that are involved in providing quality representation to our clients nationwide. We do not require tax experience, as you will be fully trained and can grow as we continue to rapidly grow.

As a member of our Case Advocate team you will enjoy:

• Full Training
• A fun and exciting work environment
• Sense of achievement as a member of a team improving the lives of clients nationwide
• Competitive base compensation
• Bonus and incentive opportunities
• Opportunity for Career Growth
• Comprehensive Benefits Plan including: Medical, Vision, Dental insurance

POSITION REQUIREMENTS

To qualify you should have at least 2-3 years of experience working in a fast paced office environment with a combination of detail oriented duties and customer/client communication, working with technology such as Microsoft Office, document management, case management and/or CRM systems. Experience in an environment providing legal services, financial services, lending, insurance or similar professional services firms is a plus.

• Strong multi-tasking and organizational skills and attention to detail required.
• Must be capable of maintaining confidentiality.
• Must be able to perform and provide results in a fast pace environment.
• Interpersonal skills - demonstrated ability to work with team members in a collaborative manner.
• Strong listening skills and both verbal and written communication skills
• Experience working with numbers and understanding financial concepts
• College education with Associates or Bachelors degree a plus
• Strong Bilingual Fluency English/Spanish REQUIRED