Client Care Specialist - Tax Relief Advocate (Irvine Onsite)

TaxRise Inc.; Irvine (CA); On-site; USD 33,000 - 34,000; 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

Quarterly company outings

Job summary

TaxRise Inc. is seeking a Client Care Representative to serve as the primary contact for clients, guiding them through documentation and case progression.

This role is based onsite in Irvine, CA, with structured problem-solving and a focus on quality service. You will handle high call volumes with professional communication, manage emails and chats within SLAs, and collaborate with internal teams to ensure timely resolutions.

Qualifications

• 3–5 years of experience in customer service or support.
• Ability to handle high call volumes in a structured environment.
• Strong written and verbal communication skills.
• Experience using a CRM or ticketing system.
• Organized and detail-oriented with a process-driven approach.

Responsibilities

• Serve as the primary client point of contact and handle inbound calls.
• Aim for first-call resolution with accuracy and compliance.
• Respond to emails, texts, and live chats within service level expectations.
• Guide clients on required documents and next steps.
• Collaborate with case managers and internal teams to resolve issues.

Skills

Customer service experience

High-volume call handling

Written and verbal communication

CRM / ticketing systems

Organization & detail-orientation

Tools

CRM system

Ticketing system

Job description

TaxRise Inc. is seeking a Client Care Representative to serve as the primary contact for clients, guiding them through documentation and case progression.

This role is based onsite in Irvine, CA, with structured problem-solving and a focus on quality service. You will handle high call volumes with professional communication, manage emails and chats within SLAs, and collaborate with internal teams to ensure timely resolutions.