Customer Service Representative

TaxRise•Irvine, CA

12h•$24 - $26•Onsite

About The Position

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. At TaxRise, we help individuals and families navigate some of the most stressful financial moments of their lives. As a Customer Service Representative, you won’t just answer calls — you’ll be a steady, knowledgeable guide helping clients move forward with clarity and confidence. If you thrive in a fast-paced environment, enjoy structured problem-solving, and take pride in delivering high-quality service, this role offers both purpose and strong earning potential. This position is 100% onsite in Irvine, CA. New hires joining our team in this role may also be eligible for a $500 sign-on bonus as part of our current hiring initiative.

Requirements

3-5 years of experience in customer service, client support, call center
Comfortable handling high call volume in a structured environment
Focused on resolving client needs efficiently while maintaining service quality
Strong written and verbal communication skills
Experience working within a CRM or ticketing system
Organized, detail-oriented, and process-driven
Able to manage follow-ups and multiple open cases simultaneously

Nice To Haves

Experience in tax services, document processing, loan processing, or financial services is a plus but not required. Training will be provided.

Responsibilities

Serve as the Primary Client Point of Contact
Manage a high volume of inbound client calls with professionalism and confidence
Strive for first-call resolution whenever possible while ensuring accuracy and compliance
Deliver service that contributes to strong customer satisfaction outcomes
Respond to client emails, text messages, and occasional live chats within service level expectations
Provide clear guidance regarding required documentation and next steps
Demonstrate empathy while maintaining structure and call control
Drive Document Collection & Case Progress
Proactively request tax-related and financial documentation
Review submitted documents for completeness and internal compliance standards
Identify missing information and follow up with urgency
Ensure all materials are properly uploaded and organized in our CRM
Maintain Accurate Case Records
Document all interactions thoroughly in our CRM system
Track open communication tickets and ensure timely resolution
Collaborate cross-functionally with case managers and internal teams
Escalate Appropriately
Recognize when an issue requires additional support
Partner with leadership or other departments to ensure proper resolution