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Jobs at TaxRise (Now Hiring) — 12 open

TaxRise logoTaxRise

Call Center Representative II

Irvine, California, United States · On-site

$24/hr–$25/hr

Mid level

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 …

Skills: Customer Service, Client Support, Call Center Operations, CRM Software, Ticketing Systems

TaxRise logoTaxRise

Sales Coordinator

Irvine, California, United States · On-site

$18/hr–$20/hr

Mid level

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 …

Skills: Pipeline Management, Client Engagement, CRM Navigation, Salesforce, Google Workspace

TaxRise logoTaxRise

Tax Administrative Assistant

Irvine, California, United States · On-site

Entry level

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 …

Skills: Data Entry, Document Management, Tax Preparation Software, E-filing, CRM Management

TaxRise logoTaxRise

State Tax Investigation Specialist

Irvine, California, United States · On-site

$24/hr–$26/hr

Mid level

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 …

Skills: Tax Investigation, CRM Management, Case Management, Power Of Attorney Processing, Client Relationship Management

TaxRise logoTaxRise

Call Center Representative I

Irvine, California, United States · On-site

$22/hr–$23/hr

Entry level

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 …

Skills: Customer Service, Client Onboarding, Call Center Operations, Verbal Communication, Written Communication

TaxRise logoTaxRise

Tax Preparer Associate

Irvine, California, United States · On-site

$24/hr–$26/hr

Mid level

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 …

Skills: Document Coordination, Client Communication, CRM Management, Tax Preparation, Problem Solving

TaxRise logoTaxRise

Client Success Representative

Irvine, California, United States · On-site

$24/hr–$25/hr

Mid level

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 …

Skills: Customer Service, Client Support, Call Center Operations, CRM, Ticketing Systems

TaxRise logoTaxRise

Sales Closer

Irvine, California, United States · On-site

$8k–$20k/mo

Mid level

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 …

Skills: Sales Closing, Objection Handling, Lead Management, Salesforce, CRM Documentation

TaxRise logoTaxRise

Inbound Sales Representative

Irvine, California, United States · On-site

Mid level

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 …

Skills: Inbound Sales, Closing, Communication Skills, Consultative Selling, Objection Handling

TaxRise logoTaxRise

Remote Sales Representative (TX)

Texas, United States · Remote OK

$120k–$180k/yr

Mid level

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 …

Skills: Phone Sales, Lead Conversion, Financial Analysis, CRM Documentation, B2C Sales

TaxRise logoTaxRise

Remote Sales Representative (FL)

Florida, United States · Remote OK

$120k–$180k/yr

Mid level

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 …

Skills: Phone Sales, Lead Conversion, Financial Analysis, CRM Documentation, Client Consultation

TaxRise logoTaxRise

Remote Sales Representative (AZ)

Arizona, United States · Remote OK

$120k–$180k/yr

Mid level

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 …

Skills: Phone Sales, Lead Conversion, Financial Analysis, CRM Documentation, Client Consultation

TaxRise logo

Call Center Representative II

TaxRise

Irvine, California, United States • On-site

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Mid level

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  • $24/hr–$25/hr
  • Full-time
  • Medical Insurance, Dental Insurance, Vision Insurance, Paid Time Off, 401(k) Retirement Plan With Company Match, Professional Development Program
  • Posted 4d ago
  • ~40 hrs/week

Responsibilities

Serve as the primary point of contact for clients by managing high-volume inbound calls, emails, and chats to ensure first-call resolution. Drive case progress by proactively collecting and reviewing tax-related documentation while maintaining accurate records in the CRM.

Requirements

Requires 3-5 years of experience in customer service or call center environments with proficiency in CRM or ticketing systems. Strong communication skills and the ability to manage multiple open cases simultaneously are essential.

Full job description

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 Call Center Representative II, 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

HOW YOU’LL BE REWARDED

Base Pay: $24.00 – $25.00 per hour

Average Monthly Bonus: $1,000 – $1,300

Top performers earn the equivalent of $26.00 – $35.00 per hour

Full-time | 40 hours per week. Occasional overtime may be 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
  • Deliver service that contributes to strong customer satisfaction outcomes
  • 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
  • Identify missing information and follow up with urgency

Ensure all materials are properly uploaded and organized in our 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

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.

Related keywords

Tax ResolutionTax ServicesFinancial ServicesCRMTicketing SystemDocument CollectionClient RelationsInbound CallsCase ManagementComplianceCustomer SatisfactionFinancial Documentation

About TaxRise

LinkedInVisit site

Every Client. Every Time.

Industry
Financial Services
Company size
201-500 employees
Founded
2017
Headquarters
Irvine
LinkedIn followers
6,452

At TaxRise, we transform lives by helping individuals and families overcome their tax challenges and achieve financial freedom. “Every client. Every time,” reflects our unwavering commitment to delivering personalized, high-quality solutions for each client we serve. With thousands of success stories each year, we are proud to be a trusted leader in the tax relief resolution industry. Beyond our results, we’re a company driven by innovation, collaboration, and a passion for making a difference. We embrace new ideas, challenge the status quo, and leverage cutting-edge technology to provide the best client experience possible. Our vibrant culture is built on trust, creativity, and the belief that every team member’s voice matters. TaxRise isn’t just a workplace—it’s a movement, and together, we rise by lifting others. Whether you’re a client seeking financial relief or a professional looking to make an impact, TaxRise is where transformation happens. 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.

Offices: Irvine, US

TechnologyTax ConsultingLegalConsultingTax PreparationProfessional ServicesFinancial Services
View all jobs at TaxRise

About TaxRise

LinkedInVisit site

Every Client. Every Time.

Industry
Financial Services
Company size
201-500 employees
Founded
2017
Headquarters
Irvine
LinkedIn followers
6,452

At TaxRise, we transform lives by helping individuals and families overcome their tax challenges and achieve financial freedom. “Every client. Every time,” reflects our unwavering commitment to delivering personalized, high-quality solutions for each client we serve. With thousands of success stories each year, we are proud to be a trusted leader in the tax relief resolution industry. Beyond our results, we’re a company driven by innovation, collaboration, and a passion for making a difference. We embrace new ideas, challenge the status quo, and leverage cutting-edge technology to provide the best client experience possible. Our vibrant culture is built on trust, creativity, and the belief that every team member’s voice matters. TaxRise isn’t just a workplace—it’s a movement, and together, we rise by lifting others. Whether you’re a client seeking financial relief or a professional looking to make an impact, TaxRise is where transformation happens. 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.

Offices: Irvine, US

TechnologyTax ConsultingLegalConsultingTax PreparationProfessional ServicesFinancial Services
View all jobs at TaxRise

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