Client Care Representative

TaxRise•Irvine, CA

7d•$24 - $25•Onsite

About The Position

TaxRise is hiring a Client Care Representative to guide individuals and families through tax-resolution services during stressful financial situations. This full-time, 100% onsite role in Irvine, California, involves providing clear, empathetic client support, helping clients understand documentation requirements and next steps, and moving cases forward while maintaining accuracy and compliance. The position offers a base pay of $24.00–$25.00 per hour and an average monthly bonus of $800–$1,300. It is scheduled for 40 hours per week, with overtime required based on business needs. Training is provided. The representative serves as a primary client contact, handling inbound calls and communications through email, text, and occasional live chat. The role also includes collecting and reviewing documents, maintaining organized and accurate case records in the company CRM, tracking open tickets and follow-ups, collaborating with case managers and internal teams, and escalating issues when additional support is needed.

Requirements

3–5 years of experience in customer service, client support, or a call center.
Comfort handling high call volume in a structured environment.
Ability to resolve client needs efficiently while maintaining service quality.
Strong written and verbal communication skills.
Experience using a CRM or ticketing system.
Organized, detail-oriented, and process-driven.
Ability to manage follow-ups and multiple open cases simultaneously.

Nice To Haves

Experience in tax services, document processing, loan processing, or financial services; this experience is a plus but not required.

Responsibilities

Manage a high volume of inbound client calls professionally and confidently.
Work toward first-call resolution while maintaining accuracy and compliance.
Respond to client emails, text messages, and occasional live chats within service-level expectations.
Explain required documentation and next steps clearly to clients.
Show empathy while maintaining structure and control of calls.
Proactively request tax-related and financial documentation.
Review submitted documents for completeness and compliance with internal standards.
Upload and organize materials in the company CRM.
Document client interactions thoroughly in the CRM system.
Track open communication tickets and ensure timely resolution.
Collaborate with case managers and internal teams.
Recognize when issues require additional support and escalate them to leadership or other departments.