Caitlin Smith
Case Advocate at Tax Relief Advocates
Based in Tustin, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Tustin
Industry
Accounting
Company size
308
Contact information
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c•••••••@tra.com
Phone
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Background
About Caitlin Smith
As a Resolution Case Advocate at Tax Relief Advocates, I act as a point of contact between tax professionals and clients, providing updates and information on their cases in a timely manner. I review IRS transcripts with clients to accurately gather the data needed to file their tax returns and resolve their back tax debt. I also completed financial analysis and prepared forms for tax professionals. Previously, I worked as a Resolution Case Manager at Alleviate Tax and a Loan Processor at loanDepot, where I gained valuable skills and experience in customer service management, mortgage lending, and financial analysis. I am open-minded, ready to learn and grow, and continuously pushing myself to exceed my goals. I have a friendly, approachable personality and I value teamwork and collaboration. I have been successful in any position I have held, thanks to my quick adaptability and interpersonal communication skills. I am confident that I can accomplish anything I set my mind to.
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