Call Center Representative Jobs

Call Center Representative

TaxRise

Location:
United States, Irvine

Category:
Call Center

Contract Type:
Not provided

Salary:

20.00 - 27.00 USD / Hour

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Job Description:

The Customer Service 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
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

Additional Information:

Job Posted:
December 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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