Customer Service Representative

1 month ago

Irvine, United States TaxRise Full time

Intro To Taxrise:

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. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.


About The Role

As a Customer Service Representative at TaxRise, you play a pivotal role in maintaining positive and professional relationships with clients. The Customer Service Representative performs all client care activities by responding to client inquiries, partnering with clients to identify their needs, gathering and explaining required documents, and providing assistance as needed. Additionally, they collaborate with different departments and assist case managers.


What You’ll Do

  • Build and maintain effective professional relationships with clients. Develop strong customer relationships by promptly responding to inquiries and addressing any complaints.
  • Provide status updates to multiple team members and clients. Contact clients via phone and email to retrieve required documents and information.
  • Handle phone calls with professionalism, courtesy, and an empathetic demeanor. Understand when and how to escalate calls to the appropriate department.
  • Assist case managers in resolution cases. Understand, handle, and process forms related to tax resolution such as 433 forms and power of attorney. Take necessary actions to address and escalate forms-related matters as required.
  • Respond to client inquiries regarding IRS or Collection notices received. Explain the necessity of requested documents and gather them effectively.
  • Consistent time and attendance is crucial not only for operational efficiency and team collaboration, but also to meet the high standards of client needs as this is a client facing role.
  • Flexibility is essential as the job may entail overtime during peak workloads or busy seasons to meet project deadlines and maintain high-quality standards.
  • Possess detailed knowledge about TaxRise products and services. Handle questions related to company offerings and provide clear explanations.
  • Upload necessary documents to the Customer Relationship Management (CRM) system. Understand foundational financial document review processes.
  • Stay informed about internal processes, forms, letters, etc., to efficiently move cases through the resolution process.
  • Uphold the highest standards of professionalism and care when handling clients. Meet customer needs, resolve problems, and follow up to ensure satisfaction.
  • Collaborate with colleagues, support staff, direct reports, and others at TaxRise to ensure a seamless client experience and successful tax resolution outcomes.
  • We expect all employees to maintain professional and respectful interactions, conduct, and behavior in the workplace and during company functions, in accordance with TaxRise standards.


What You’ll Need To Have

  • Previous experience in a client care or customer service role, preferably in the tax resolution industry.
  • Familiarity with IRS letters, tax forms, and financial document review a plus.
  • Strong communication skills, both written and verbal.
  • Ability to learn quickly and adapt to changing processes.
  • Excellent organizational and multitasking abilities.
  • Professional phone etiquette and customer-focused communication.
  • High school diploma or general education degree (GED); or six to twelve months related experience and/or training; or equivalent combination of education and experience.


What We Offer

  • Medical, Dental, and Vision Insurance after 60 days
  • Paid Time Off (Vacation, Sick, Holidays)
  • Wellness Days
  • 401(k) retirement plan
  • Professional Development Program
  • Access to on-site gym and gaming lounge
  • Quarterly company outings
  • Catered meals every Friday


Pay Range: $19.00 - $20.00 per hour

The above-range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.

At TaxRise, we’re proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.


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 state or federal 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.

  • Food Service Equipment Specialist

    2 weeks ago

    Irvine, California, United States Inside Sales Representative Full time

    This Inside Sales Representative role offers an exciting opportunity to work in a fast-paced environment, selling food service equipment and supplies from our 40,000sqft showroom. As a key member of our sales team, you will be responsible for presenting and selling company products and services to new and existing customers.The ideal candidate will possess...

  • Food Service Equipment Sales Professional

    1 week ago

    Irvine, California, United States Inside Sales Representative Full time

    Job OverviewAs an Inside Sales Representative, you will play a crucial role in driving sales growth and building strong relationships with customers.Key Responsibilities:Sell food service equipment and supplies to restaurants, bars, hotels, and other food service operatorsManage sales orders from start to finish, ensuring timely execution and...

  • Customer Service Representative

    6 days ago

    Irvine, California, United States Insight Global Full time

    Job Title: Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team in Irvine, CA. This is a full-time position that requires excellent communication skills and the ability to work with franchisees and owners to ensure successful software deployments.The ideal candidate will have 2 years of experience in...

  • Customer Service Representative

    3 months ago

    Irvine, United States Compunnel Full time

    Job Summary: The primary function of a Customer Service Representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the clients issue, offering possible solutions, and providing follow-up as needed. Customer service...

  • Customer Service Representative

    2 weeks ago

    Irvine, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a contract for a skilled Customer Service Representative in Irvine, California. As a Customer Service Representative, you will be primarily involved in supporting the customer service department, handling customer concerns, and maintaining accurate records.Responsibilities:• Efficiently process customer credit...

  • Customer Service Representative

    3 months ago

    Irvine, United States JobRialto Full time

    Job Summary: The primary function of a Customer Service Representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the client's issue, offering possible solutions, and providing follow-up as needed. Customer service...

  • Customer Service Representative

    3 weeks ago

    Irvine, United States JobRialto Full time

    Job Summary:The primary function of a Customer Service Representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the client's issue, offering possible solutions, and providing follow-up as needed. Customer service...

  • Customer Service Representative

    3 weeks ago

    Irvine, United States JobRialto Full time

    Job Summary:The primary function of a Customer Service Representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the client's issue, offering possible solutions, and providing follow-up as needed. Customer service...

  • Customer Service Representative

    5 days ago

    Irvine, United States Jobster Full time

    Job Summary: The primary function of a representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the clients issue, offering possible solutions, and providing follow-up as needed. Customer service representatives may...

  • Customer Service Representative

    3 weeks ago

    Irvine, United States Jobster LLC Full time

    Job Summary:The primary function of a Customer Service Representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the client’s issue, offering possible solutions, and providing follow-up as needed. Customer service...

  • Customer Service Representative

    6 days ago

    Irvine, United States Jobster LLC Full time

    Job Summary:The primary function of a representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the client’s issue, offering possible solutions, and providing follow-up as needed. Customer service representatives may...

  • Customer Service Representative

    5 days ago

    Irvine, United States Jobster LLC Full time

    Job Summary:The primary function of a representative is to interact with customers to provide information in response to inquiries about products and services, as well as to handle and resolve complaints. This role involves determining the client’s issue, offering possible solutions, and providing follow-up as needed. Customer service representatives may...

  • Customer Service Representative

    2 months ago

    Irvine, United States Insight Global Healthcare Full time

    Job DescriptionJob DescriptionJob Title: Customer Service RepresentativeLocation: 9 Technology Dr Irvine CA 92618 United StatesJob Type: Full-TimeJob Description:We are seeking a dedicated and empathetic Customer Service Representative. The ideal candidate will be responsible for handling a high volume of inbound calls and providing exceptional service to...

  • Customer Service Representative

    7 days ago

    Irvine, California, United States Kelly Services, Inc. Full time

    Job OverviewKelly Services, Inc. offers a dynamic opportunity for a Customer Service Representative to join our team.The successful candidate will be responsible for handling various transactions and ensuring the proper execution of intercompany orders and customer orders.

  • Customer Service Representative

    1 week ago

    Irvine, California, United States Western Alliance Bank Full time

    About the RoleWe are seeking a skilled Customer Service Representative to join our team at Western Alliance Bank. In this role, you will be responsible for handling customer inquiries about our mortgage products.The ideal candidate will have excellent communication skills and be able to effectively handle a high volume of phone calls while delivering a high...

  • Customer Service Representative

    7 days ago

    Irvine, California, United States Rubio's Coastal Grill Full time

    Become a Customer Service Representative at Rubio's Coastal Grill and deliver exceptional customer experiences. Your responsibilities will include:Main Tasks:Working in a fast-paced restaurant environmentProviding excellent customer service to guestsCollaborating with the team to ensure seamless operationsThis role comes with an estimated hourly wage of...

  • Customer Service Representative

    4 weeks ago

    Irvine, United States ASK Staffing Full time

    "All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Customer Service RepresentativeLocation: Irvine, CA 92618Duration: 6 Months Payrate: $20-22.46/hour on W2Job Description:We are seeking a dedicated and enthusiastic Customer Service...

  • Customer Service Representative

    3 weeks ago

    Irvine, United States ASK Staffing Full time

    "All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Customer Service RepresentativeLocation: Irvine, CA 92618Duration: 6 Months Payrate: $20-22.46/hour on W2Job Description:We are seeking a dedicated and enthusiastic Customer Service...

  • Customer Service Representative

    2 weeks ago

    Irvine, United States 24 Seven Full time

    Our client,is a dynamic and fast-growing brand dedicated to providing high-quality, stylish apparel to our customers. They are looking for a passionate, detail-oriented Customer Service Representative to join theirteam. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional support through...

  • Customer Service Representative

    4 weeks ago

    Irvine, California, United States Irvine Auto Retail IV LLC Full time

    Job OverviewWe are seeking a skilled Customer Service Representative to join our team at Norm Reeves Automotive Group in Irvine, CA.