Customer Service Account Manager

Customer Service Account Manager

Irvine, CA

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.

The Customer Service Account Manager manages a high-volume portfolio of active clients and conducts frequent outbound phone outreach to collect required documentation and drive cases toward resolution in a fast-paced, performance-driven environment. This role owns an individual client pipeline and is accountable for meeting daily activity and follow-up expectations, maintaining consistent phone contact, ensuring timely document collection, and advancing cases efficiently through each stage of the process. Success is measured by call activity, responsiveness, case progression, and clear client communication around updates and key milestones, with most cases involving streamlined resolutions and more complex matters such as offer-in-compromise introduced as part of training and development.

We're all about that in-person vibe, so 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 rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

• Base pay: $24.00 - $28.00 per hour (full-time, 40 hours per week), depending on experience
• Monthly Bonus: Average bonus potential of $1,500 - $3,000
• Total Compensation: Avg. $60,000 - 90,000 per year

Document Collection & Review:

• 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.

Client Communication:

• Serve as the primary point of contact for clients during the document collection process.
• Provide clear instructions and guidance to clients on required documentation.
• Respond to client inquiries regarding document submission timelines and requirements.
• Problem-solving skills to address client concerns regarding documentation requirements.

CRM Management & Task Tracking:

• Accurately update the Customer Relationship Management (CRM) system with detailed notes on client interactions, document submissions, and case progress.
• Monitor tasks and deadlines within the CRM system to ensure timely follow-up and completion of all client-related activities.
• Regularly review open tasks or pending deadlines to ensure cases are moving forward efficiently.
• Customer service expertise with a focus on building strong client relationships.
• Problem-solving skills to address client concerns regarding documentation requirements.

Workflow Coordination:

• Track the status of document submissions to ensure all materials are received before deadlines.
• Coordinate with internal teams to move client cases to the next stage once documents are approved.
• Monitor progress and communicate updates with both clients and internal staff.

Administrative Support:

• Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records.
• Collaborate with other departments to improve processes and enhance the client experience.

Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus).

Strong organizational skills with attention to detail and the ability to prioritize tasks effectively.

Excellent written and verbal communication skills.

Proficiency in using CRM systems or document management tools; familiarity with tax software is a bonus.

Ability to work independently in a fast-paced environment while meeting deadlines.

Customer service expertise with a focus on building strong client relationships.

Problem-solving skills to address client concerns regarding documentation requirements.

Knowledge of tax relief processes is a plus, though training will be provided.

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

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.

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.