TaxRise is hiring: Call Center Representative in Irvine

Join to apply for the Call Center Representative role at TaxRise

WHY JOIN TAXRISE?

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.

ABOUT THE ROLE

The Call Center 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.

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.

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: $22.00 per hour (full-time, 40 hours per week)
• Monthly Bonus: Average bonus potential of $500 - $1,000
• Total Compensation: ~$23.75–$26.00 per hour depending on performance

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.
• 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.
• 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

• 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.

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.