Customer Service Representative

Company: TaxRise
Location: Irvine
Posted on: May 8, 2025

Job Description:

WHY JOIN TAXRISE?

Do not wait to apply after reading this description a high application volume is expected for this opportunity.

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Customer Service Representative plays a critical role in delivering exceptional service to our clients and ensuring that their needs are met with precision and professionalism. You will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve their tax inquiries effectively. In this fast-paced role, your ability to understand client challenges and deliver solutions will be essential to their success and satisfaction.

We're all about that in-person vibe-this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At Tax Rise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

Base pay: $20.00 - $24.00 per hour (full-time, 40 hours per week)
Monthly Bonus: Average bonus potential of $500 - $1,000

Our competitive compensation reflects the importance of your role in shaping our clients' experiences. We value excellence, and your contributions are recognized every day.

WHAT YOU'LL DO

Client Communication:

Handle a high volume of incoming calls, ensuring that every client is greeted professionally and promptly.
Contact clients via phone and email to gather required documents and clarify documentation needs.
Respond to client emails and text messages-and assist in live chat when needed-ensuring all interactions are addressed within company service level agreements.
Utilize our ticketing system within the CRM to track open and unanswered emails and text messages. Accurately close or disposition each ticket for reporting purposes, ensuring every client inquiry is answered in a timely manner and to their satisfaction.
Handle all client interactions with professionalism, courtesy, and empathy-knowing when to escalate issues to the appropriate department.
Provide clear instructions and guidance to clients on required documentation.
Problem-solving skills to address client concerns regarding documentation requirements.

Document Collection & Review:

Request and gather required tax-related documents from clients via email, phone, or online portals.
Review submitted documents for accuracy and completeness, ensuring compliance with internal standards.
Identify missing or incomplete information and follow up with clients promptly.

CRM Management & Administrative Support:

Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.) documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM).
Accurately update the CRM system with detailed notes on client interactions, document submissions, and case progress.
Collaborate with colleagues, support staff, and managers to deliver a seamless client experience.
Help other departments with projects and/or communication campaigns, providing support and insights to enhance company initiatives.

WHAT YOU'LL NEED TO HAVE

Previous experience in a client care or customer service role-experience in the tax resolution industry is a plus.
Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus).
Excellent written and verbal communication skills with professional phone etiquette.
Proficiency in using CRM systems or document management tools
A willingness to learn, adapt, and consistently uphold our high standards of professionalism and client care.
Knowledge of tax relief processes is a plus, though training will be provided.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off (Vacation, Sick Days, Company Holidays)
Wellness Days to recharge when you need it most
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

Keywords: TaxRise, Thousand Oaks , Customer Service Representative, Hospitality & Tourism , Irvine, California