FreshTax
Customer Service Representative - Tax Relief
FreshTax, Santa Ana, California, United States, 92725
Overview
Job title: Customer Service Representative - Tax Relief Company: FreshTax Location: Santa Ana, CA (on-site) Responsibilities
Serve as the main point of contact for enrolled clients—answering questions, providing updates, and ensuring they always know where things stand. Collaborate with Case Managers to move files through each phase of the resolution process quickly and accurately. Manage inbound and outbound calls, emails, and follow-ups with professionalism and empathy. Keep detailed notes in our CRM system to ensure seamless communication across teams. Create a consistent, positive client experience that builds trust and long-term relationships. Handle challenges with confidence, clarity, and a solutions-first mindset. What You’ll Need
1+ year of customer service experience (call center or tax experience is a plus). Excellent written and verbal communication skills. Strong organizational abilities and high attention to detail. Ability to stay calm and professional under pressure. A proactive attitude and genuine passion for helping others. Bilingual (Spanish) preferred but not required. What We Offer
Paid training and continuous learning opportunities. Career growth paths into advanced client relations or case management roles. Supportive, upbeat team environment with daily recognition and clear expectations. Be part of a company making a real difference for people who need help most. Compensation
Base Pay: $17.00 – $24.00 per hour (depending on experience). Annual Earnings Potential: $45,000 – $60,000+. Perks
401(k) with company match. Paid time off, sick days, and holidays. Catered lunches every Friday. Wellness Days to recharge when needed. Fun quarterly company outings and seasonal celebrations. About FreshTax & Equal Opportunity
FreshTax is expanding and committed to equal opportunity employment. We provide a workplace where everyone is empowered to thrive, regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class. Reasonable accommodations are available during the application or interview process.
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Job title: Customer Service Representative - Tax Relief Company: FreshTax Location: Santa Ana, CA (on-site) Responsibilities
Serve as the main point of contact for enrolled clients—answering questions, providing updates, and ensuring they always know where things stand. Collaborate with Case Managers to move files through each phase of the resolution process quickly and accurately. Manage inbound and outbound calls, emails, and follow-ups with professionalism and empathy. Keep detailed notes in our CRM system to ensure seamless communication across teams. Create a consistent, positive client experience that builds trust and long-term relationships. Handle challenges with confidence, clarity, and a solutions-first mindset. What You’ll Need
1+ year of customer service experience (call center or tax experience is a plus). Excellent written and verbal communication skills. Strong organizational abilities and high attention to detail. Ability to stay calm and professional under pressure. A proactive attitude and genuine passion for helping others. Bilingual (Spanish) preferred but not required. What We Offer
Paid training and continuous learning opportunities. Career growth paths into advanced client relations or case management roles. Supportive, upbeat team environment with daily recognition and clear expectations. Be part of a company making a real difference for people who need help most. Compensation
Base Pay: $17.00 – $24.00 per hour (depending on experience). Annual Earnings Potential: $45,000 – $60,000+. Perks
401(k) with company match. Paid time off, sick days, and holidays. Catered lunches every Friday. Wellness Days to recharge when needed. Fun quarterly company outings and seasonal celebrations. About FreshTax & Equal Opportunity
FreshTax is expanding and committed to equal opportunity employment. We provide a workplace where everyone is empowered to thrive, regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class. Reasonable accommodations are available during the application or interview process.
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