Customer Service Representative 

Location: Irvine, CA | On-site  ||  Department: Customer Service || Employment Type: Full-time

About the Role

Are you a people person who thrives in a fast-paced environment and loves making a real difference for clients? As a Customer Service Representative, you’ll be the friendly, knowledgeable first point of contact, guiding clients through their tax resolution journey with clarity, confidence, and care.

What You’ll Do

• Act as a point of communication with clients, proactively updating and coordinating with Case Managers and Tax Professionals to keep cases moving forward.
• Deliver exceptional client service by professionally handling inbound and outbound calls, answering questions, and providing timely updates.
• Conduct outbound outreach to request important case documents and information from clients.
• Stay highly organized by prioritizing tasks, managing case files, and ensuring all documentation is accurate and up to date.
• Review, edit, and upload client documents efficiently into our systems.

What You Bring 

• 1+ years of strong customer service experience.
• Tech-savvy and comfortable using Google Suite, Microsoft Office, CRM systems, and other standard business tools. 
• Minimum typing speed of 40+ WPM.
• Experience working in a high-volume call center environment or in a high-call-volume position (both inbound and outbound calls required).

What We Offer

• Compensation for this role: $20 per hour  
• Comprehensive health, Dental, and vision insurance 

Why You’ll Love Working Here

• Impact - Every day, you’ll help real people escape financial stress and rebuild their lives. 
• Growth - We’re a rapidly expanding company with plenty of room for career advancement.
• Supportive Culture - We value collaboration and continuous learning.
• High Client Satisfaction - With thousands of 5-star reviews, our clients consistently praise our expertise and results.

We’re looking for passionate, driven individuals who want to make a real difference while building a rewarding career in a purpose-driven organization.