Tax Client Success Specialist

TaxRise Inc.; Irvine (CA); On-site; USD 50,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Paid Time Off

Professional Development Program

On-site gym

Gaming lounge

Team lunches every Friday

Company outings

Job summary

TaxRise Inc. is seeking a Client Care Representative to serve as the primary client contact, managing a high volume of inbound calls and messages with professionalism.

You will guide clients on required documents, respond to emails and chats, and ensure accurate CRM records while coordinating with internal teams. This onsite role in Irvine offers solid earning potential and growth opportunities.

Qualifications

• 3-5 years of experience in customer service or call center roles.
• Ability to handle high call volumes in a structured environment.
• Strong written and verbal communication, and accuracy in documentation.
• Experience using a CRM or ticketing system is preferred.
• Organized, detail-oriented, and able to manage multiple cases.

Responsibilities

• Serve as the primary client point of contact with professionalism.
• Handle inbound calls, emails, texts, and occasional live chats.
• Guide clients on required documents and next steps with clarity.
• Document interactions thoroughly in the CRM and ensure follow-ups.

Skills

Customer service

Call center experience

CRM software

Written & verbal communication

Time management

Attention to detail

Tools

CRM software

Job description

TaxRise Inc. is seeking a Client Care Representative to serve as the primary client contact, managing a high volume of inbound calls and messages with professionalism.

You will guide clients on required documents, respond to emails and chats, and ensure accurate CRM records while coordinating with internal teams. This onsite role in Irvine offers solid earning potential and growth opportunities.