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TaxRise Logo TaxRise · Call Center

Call Center Representative

United States, Irvine 22.00 - 27.00 USD / Hour · Job Posted January 22, 2026
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Job Description

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.

Job Responsibility

  • Handle a high volume of incoming calls
  • Contact clients via phone and email to gather required documents
  • Respond to client emails and text messages and assist in live chat
  • Utilize our ticketing system within the CRM
  • Handle all client interactions with professionalism, courtesy, and empathy
  • Provide clear instructions and guidance to clients
  • Request and gather required tax-related documents from clients
  • Review submitted documents for accuracy and completeness
  • Identify missing or incomplete information and follow up with clients
  • Assist case managers requesting and processing required documents
  • Accurately update the CRM system with detailed notes
  • Collaborate with colleagues, support staff, and managers
  • Help other departments with projects and/or communication campaigns

Requirements

  • Previous experience in a client care or customer service role
  • Previous experience in document coordination, loan processing, or a similar administrative role
  • 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

Nice to have

  • Experience in the tax resolution industry
  • Tax-related experience
  • Knowledge of tax relief processes

What we offer

  • Medical, Dental, and Vision Insurance
  • Paid Time Off
  • 401(k) retirement plan with company match
  • Professional Development Program
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings
  • $500 sign-on bonus
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