TaxRise
Direct Greenhouse career site

Client Care Representative

Pay
$24 – $25 per hour
Location
Irvine, CA
Listed
12 days ago

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

Escalate Appropriately

  • 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

Our Commitment

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

Why Join TaxRise?

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

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.

Read the original posting

From TaxRise's careers page, first listed on Rolev.ai on October 28, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Client Care Representative role at TaxRise, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

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Common questions

What is the salary for the Client Care Representative role at TaxRise?

The Client Care Representative posting at TaxRise states compensation of $24 – $25 per hour. Final pay may depend on location, experience, and interview evaluation on TaxRise's official career site.

Where is the Client Care Representative job at TaxRise located?

This Client Care Representative position at TaxRise is located in Irvine, CA. Always check TaxRise's application page for specific state eligibility or relocation policies.

How do I apply for the Client Care Representative position at TaxRise?

This listing links directly to TaxRise's Greenhouse application page. You can apply directly on TaxRise's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.