Client Care Representative (Onsite)

TaxRise; Irvine (CA); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

401(k) retirement plan with company

Professional Development Program

On-site gym and gaming lounge

Catered team lunches every Friday

Team outings

Job summary

TaxRise in Irvine, CA is hiring a Client Care Representative to be the primary contact for clients, guiding them through tax-resolution steps with empathy, accuracy, and professionalism. This full-time, onsite role offers a stable base pay and strong earning potential through monthly bonuses.

You will handle high call volumes, review documents, manage CRM records, and coordinate with case managers to move cases forward while delivering clear guidance on required documentation.

Qualifications

• 3-5 years of experience in customer service, client support, or call center.
• Comfortable handling high call volumes in a structured environment.
• Focused on resolving client needs efficiently while maintaining service quality.
• Strong written and verbal communication skills.
• Experience using a CRM or ticketing system.
• Organized, detail-oriented, and process-driven.
• Experience in tax services or financial services is a plus but not required.

Responsibilities

• Manage a high volume of inbound client calls with professionalism and confidence
• Strive for first-call resolution while ensuring accuracy and compliance
• Respond to client emails, texts, and live chats within service level expectations
• Provide guidance regarding required documentation and next steps
• Demonstrate empathy while maintaining structure and call control
• Proactively request tax-related and financial documents
• Review submitted documents for completeness and compliance
• Ensure materials are uploaded and organized in CRM
• Document interactions in CRM and track open tickets
• Collaborate with case managers and internal teams

Skills

Customer service

Call center

CRM experience

Written communication

Verbal communication

Organized

Tools

CRM software

Ticketing system

Job description

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

At TaxRise, we help individuals and families navigate some of the most stressful financial moments of their lives. As a Client Care Representative, you won’t just answer calls — you’ll be a steady, knowledgeable guide helping clients move forward with clarity and confidence.

If you thrive in a fast-paced environment, enjoy structured problem-solving, and take pride in delivering high-quality service, this role offers both purpose and strong earning potential.

This position is 100% onsite in Irvine, CA

HOW YOU’LL BE REWARDED

Base Pay: $24.00 – $25.00 per hour

Average Monthly Bonus: $800 – $1,300

Full-time | 40 hours per week. Overtime required based on business needs.

WHAT YOU’LL DO

Serve as the Primary Client Point of Contact

• Manage a high volume of inbound client calls with professionalism and confidence
• Strive for first-call resolution whenever possible while ensuring accuracy and compliance
• Respond to client emails, text messages, and occasional live chats within service level expectations
• Provide clear guidance regarding required documentation and next steps
• Demonstrate empathy while maintaining structure and call control

Drive Document Collection & Case Progress

• Proactively request tax-related and financial documentation
• Review submitted documents for completeness and internal compliance standards
• Ensure all materials are properly uploaded and organized in company CRM

Maintain Accurate Case Records

• Document all interactions thoroughly in our CRM system
• Track open communication tickets and ensure timely resolution
• Collaborate cross‑functionally with case managers and internal teams
• Recognize when an issue requires additional support
• Partner with leadership or other departments to ensure proper resolution

WHAT YOU’LL NEED TO HAVE

• 3-5 years of experience in customer service, client support, call center
• Comfortable handling high call volume in a structured environment
• Focused on resolving client needs efficiently while maintaining service quality
• Strong written and verbal communication skills
• Experience working within a CRM or ticketing system
• Organized, detail‑oriented, and process‑driven
• Able to manage follow‑ups and multiple open cases simultaneously
• Experience in tax services, document processing, loan processing, or financial services is a plus but not required.
• Training will be provided.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

• Medical, Dental, and Vision Insurance (starting after 60 days)
• Paid Time Off
• 401(k) retirement plan with company match
• Professional Development Program to support your growth
• Access to our on‑site gym and gaming lounge
• Catered team lunches every Friday
• Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest‑growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world‑class culture stems from the diversity and talent of our team. 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 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.

Voluntary Self‑Identification

For government reporting purposes, we ask candidates to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in TaxRise’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.