Customer Service Representative

17 hours ago

Irvine, California, United States TaxRise Full time
{"title": "Customer Service Representative", "description": "About the Role

At TaxRise, we're seeking a skilled Customer Service Representative to join our team. As a key member of our client care team, you'll play a vital role in maintaining positive and professional relationships with clients.

As a Customer Service Representative, you'll be responsible for responding to client inquiries, partnering with clients to identify their needs, gathering and explaining required documents, and providing assistance as needed.

You'll collaborate with different departments and assist case managers to ensure seamless client experiences and successful tax resolution outcomes.

Key Responsibilities
  • Build and maintain effective professional relationships with clients.
  • Provide status updates to multiple team members and clients.
  • Handle phone calls with professionalism, courtesy, and an empathetic demeanor.
  • Assist case managers in resolution cases.
  • Respond to client inquiries regarding IRS or Collection notices received.
  • Upload necessary documents to the Customer Relationship Management (CRM) system.
  • Stay informed about internal processes, forms, letters, etc., to efficiently move cases through the resolution process.
Requirements
  • 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.
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

$20.00 per hour + commission ($500 - $1,000 monthly bonus).

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.

About 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.

"}

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