Customer Service Representative

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).

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.

Compensation

Hourly Pay: $20.00 per hour.

Commission: This position is also eligible for commission in addition to the hourly wage. Commission earnings are variable and based on individual production. Typical monthly commission earnings for employees in this role have ranged from approximately $300 - $500. Actual commission earnings vary based on individual performance and are not guaranteed.

Total Compensation: Actual compensation will vary based on hours worked, individual performance, and commission earnings. Commission earnings are paid pursuant to the Company's applicable commission plan.

The salary range represents the good-faith range the Company reasonably expects to pay for the position upon hire. Commission earnings are variable and are not guaranteed.