At TaxRise, we help individuals and families navigate some of the most stressful financial moments of their lives. As a Call Center 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
HOW YOU'LL BE REWARDED
Base Pay: $24.00 - $25.00 per hour
Average Monthly Bonus: $700 - $1,300
Top performers earn the equivalent of $26.00 - $35.00 per hour
Full-time | 40 hours per week, with occasional overtime opportunities available
WHAT YOU'LL DO
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
WHAT YOU'LL NEED TO HAVE
- 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
Experience in tax services, document processing, loan processing, or financial services is a plus but not required. Training will be provided.