Client Care Representative (Onsite)

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

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

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