Call Center Representative

Call Center Representative ($500 Sign-On Bonus!)

3 days ago Be among the first 25 applicants

At Tax Rise, 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.

The Call Center Representative plays a critical role in delivering exceptional service to our clients and ensuring that their needs are met with precision and professionalism. You will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve their tax inquiries effectively. In this fast-paced role, your ability to understand client challenges and deliver solutions will be essential to their success and satisfaction.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

At Tax Rise, Inc., we believe in recognizing hard work and dedication. We offer competitive hourly pay along with the opportunity to earn a monthly bonus based on individual performance. Those who are highly motivated, organized, and goal-oriented have the potential to earn even more.

• Base Pay: $20.00 – $27.00 per hour (full-time, 40 hours per week), depending on experience and qualifications.
• Monthly Bonus: Average bonus potential of $500 – $1,000
• Total Compensation: Approximately $23.00 – $32.00 per hour, depending on performance

• Handle a high volume of incoming calls, ensuring that every client is greeted professionally and promptly.
• Contact clients via phone and email to gather required documents and clarify documentation needs.
• Respond to client emails and text messages—and assist in live chat when needed—ensuring all interactions are addressed within company service level agreements.
• Utilize our ticketing system within the CRM to track open and unanswered emails and text messages. Accurately close or disposition each ticket for reporting purposes, ensuring every client inquiry is answered in a timely manner and to their satisfaction.
• Handle all client interactions with professionalism, courtesy, and empathy—knowing when to elevate issues to the appropriate department.
• Provide clear instructions and guidance to clients on required documentation.
• Problem‑solving skills to address client concerns regarding documentation requirements.

• Request and gather required tax‑related documents from clients via email, phone, or online portals.
• Review submitted documents for accuracy and completeness, ensuring compliance with internal standards.
• Identify missing or incomplete information and follow up with clients promptly.

• Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.). Documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM).
• Accurately update the CRM system with detailed notes on client interactions, document submissions, and case progress.
• Collaborate with colleagues, support staff, and managers to deliver a seamless client experience.
• Help other departments with projects and/or communication campaigns, providing support and insights to enhance company initiatives.

• Previous experience in a client care or customer service role—experience in the tax resolution industry is a plus.
• Previous experience in document coordination, loan processing, or a similar administrative role (tax‑related experience is a plus).
• Excellent written and verbal communication skills with professional phone etiquette.
• Proficiency in using CRM systems or document management tools.
• A willingness to learn, adapt, and consistently uphold our high standards of professionalism and client care.
• Knowledge of tax relief processes is a plus,…