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TaxRise

Personalized tax relief solutions for individuals.

Client Care Representative

Customer SupportConfirmed live in the last 24 hours
Full-timeIrvine, CA, USA

About the Job

Requirements

  • Three to five 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 working with a customer relationship management or ticketing system.
  • Ability to stay organized, detail-oriented, and process-driven.
  • Ability to manage follow-ups and multiple open cases simultaneously.

Responsibilities

  • Manage a high volume of inbound client calls professionally and confidently.
  • Strive for first-call resolution while ensuring accuracy and compliance.
  • Respond to client emails, text messages, and occasional live chats within service level expectations.
  • Provide clear guidance on required documentation and next steps.
  • Demonstrate empathy while maintaining structure and call control.
  • Proactively request tax-related and financial documentation.
  • Review submitted documents for completeness and internal compliance standards.
  • Ensure materials are properly uploaded and organized in the company customer relationship management system.
  • Document all interactions thoroughly in the customer relationship management system.
  • Track open communication tickets and ensure timely resolution.
  • Collaborate with case managers and internal teams.
  • Recognize when an issue requires additional support.
  • Partner with leadership or other departments to ensure proper resolution.

Desired Qualifications

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

About the Company

TaxRise

Personalized tax relief solutions for individuals.

TaxRise helps individuals and families resolve tax problems and achieve financial freedom. It provides personalized tax relief services, guiding clients through options to reduce or settle tax debt and resolve disputes with tax authorities. The company works by tailoring solutions to each client, using a combination of expert guidance and technology to streamline case management, communication, and progress tracking, with a focus on a consistent, high-quality client experience. TaxRise differentiates itself through a strong client-first philosophy (Every client. Every time), a track record of thousands of success stories, collaborative culture, and a devotion to leveraging new tools to improve results and service. The goal is to transform lives by lifting people out of tax trouble and helping them regain financial stability and peace of mind.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Irvine, CA
Founded
2017

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