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TaxRise · 21 hours ago

Call Center Representative

Irvine, CA

Full-time

Onsite

New Grad, Entry Level

$20/hr - $27/hr

TaxRise is dedicated to providing hope and solutions to individuals facing financial uncertainty through innovative tax relief services. The Customer Service Representative will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve tax inquiries effectively.

ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation

Growth Opportunities

Responsibilities

Handle a high volume of incoming calls, ensuring that every client is greeted professionally and promptly

Contact clients via phone and email to gather required documents and clarify documentation needs

Respond to client emails and text messages—and assist in live chat when needed—ensuring all interactions are addressed within company service level agreements

Utilize our ticketing system within the CRM to track open and unanswered emails and text messages

Accurately close or disposition each ticket for reporting purposes, ensuring every client inquiry is answered in a timely manner and to their satisfaction

Handle all client interactions with professionalism, courtesy, and empathy—knowing when to escalate issues to the appropriate department

Provide clear instructions and guidance to clients on required documentation

Problem-solving skills to address client concerns regarding documentation requirements

Request and gather required tax-related documents from clients via email, phone, or online portals

Review submitted documents for accuracy and completeness, ensuring compliance with internal standards

Identify missing or incomplete information and follow up with clients promptly

Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.) documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM)

Accurately update the CRM system with detailed notes on client interactions, document submissions, and case progress

Collaborate with colleagues, support staff, and managers to deliver a seamless client experience

Help other departments with projects and/or communication campaigns, providing support and insights to enhance company initiatives