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 of40+ 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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.

Learn more about this Employer on their Career Site