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Customer Service Account Manager

taxrise.com Logo

TaxRise

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Location:
United States , Irvine

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

60000.00 - 90000.00 USD / Year ▼
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Job Description:

The Customer Service Account Manager manages a high-volume portfolio of active clients and conducts frequent outbound phone outreach to collect required documentation and drive cases toward resolution in a fast-paced, performance-driven environment.

Job Responsibility:

  • Manage a high-volume portfolio of active clients
  • Conduct frequent outbound phone outreach to collect required documentation and drive cases toward resolution
  • Own an individual client pipeline and be accountable for meeting daily activity and follow-up expectations
  • Request and gather required tax-related documents from clients
  • Review submitted documents for accuracy and completeness
  • Serve as the primary point of contact for clients during the document collection process
  • Accurately update the Customer Relationship Management (CRM) system
  • Monitor tasks and deadlines within the CRM system
  • Track the status of document submissions
  • Coordinate with internal teams to move client cases to the next stage
  • Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records

Requirements:

  • Previous experience in document coordination, loan processing, or a similar administrative role
  • Strong organizational skills with attention to detail and the ability to prioritize tasks effectively
  • Excellent written and verbal communication skills
  • Proficiency in using CRM systems or document management tools
  • Ability to work independently in a fast-paced environment while meeting deadlines
  • Customer service expertise with a focus on building strong client relationships
  • Problem-solving skills to address client concerns regarding documentation requirements

Nice to have:

  • Tax-related experience
  • Familiarity with tax software
  • 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 on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings
  • $500 sign-on bonus
  • Monthly bonus based on individual productivity

Additional Information:

Job Posted:
January 22, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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