Call Center Representative II

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.

HOW YOU’LL BE REWARDED

Base Pay: $24.00 – $25.00 per hour

Average Monthly Bonus: $700 – $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.

• 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

• 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.

• 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
• Recognize when an issue requires additional support

Partner with leadership or other departments to ensure proper resolution.

• 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.

• 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

At Tax Rise, 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.

Tax Rise 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.

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