Top 195 Tax representative Jobs in Costa Mesa, Ca

Call Center Representative I
TaxRise —Irvine, CA
- $22 - $23 an hour
- Overtime
- Background check
- Financial services
- In-person
- Paid training
- Health insurance
Quick Apply
13d
Inbound Sales Representative
TaxRise —Irvine, CA
- $150,000 - $240,000 a year
- Overtime
- Background check
- In-person
- Communication skills
- Paid training
- Health insurance
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Customer Service Representative
Tax Relief Advocates —Irvine, CA
- $20 an hour
- Full-time
- Typing
- In-person
- 1 year
- Dental insurance
- Vision insurance
Quick Apply
Inside Sales Representative
SmartFinancial —Costa Mesa, CA
- From $21.63 an hour
- Full-time
- Mid-level
- In-person
- Paid training
- Health insurance
Quick Apply
13d
Community Management Associate
Irvine Campus Housing Authority (ICHA) —Irvine, CA
- $70,304 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Schematics
- Paid holidays
- Disability insurance
Quick Apply
HR Representative
Parker Hannifin Corporation —Irvine, CA
- $69,500 - $101,350 a year
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Retirement Plan Services Representative II
SchoolsFirst FCU —Santa Ana, CA
- $24.56 - $35.62 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- 403(b)
Bookkeeper - Part-time
EPIC Brokers —Newport Beach, CA
- $25 - $30 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Associate's degree
- Tuition reimbursement
- Employee assistance program
Quick Apply
High School Graduate / College Student- Inside Sales Representative
Front Line Financial Group —Costa Mesa, CA
- $72,844 - $86,143 a year
- Full-time
- Background check
- No experience needed
- US work authorization
- Flexible schedule
Quick Apply
11d
Day Program Job Coach
Community Connect SoCal Inc —Buena Park, CA
- $20 - $80 an hour
- Full-time
- Background check
- No experience needed
- Driver's License
- Profit sharing
- Paid training
Quick Apply
Sales Representative
Simple Tax Solutions —Irvine, CA
- $53,063.65 - $138,000.00 a year
- Full-time
- No experience needed
- No degree
- In-person
- Paid training
- Opportunities for advancement
Quick Apply
Inside Sales
Guardian Tax —Irvine, CA
- Full-time
- Bachelor's degree
- In-person
- Communication skills
- Paid training
- Health insurance
Quick Apply
5d
Part-Time AP/AR Clerk
Legends Global —Long Beach, CA
- $25 an hour
- Part-time
- Office
- High school diploma or GED
- Math
- Disability insurance
- Health insurance
Business Development Representative
Aprio —Orange County, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Profit sharing
- Wellness program
Collections & Credit Specialist
M&T Bank —Irvine, CA
- $34.68 - $57.80 an hour
- Full-time
- Research
- Mid-level
- Office
Staff Accountant
Celebrating Life Community Health Center —Mission Viejo, CA
- $30 - $38 an hour
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Customer Care Specialist - Tax Resolution
Confidential —Aliso Viejo, CA
- $18.50 - $22.00 an hour
- Full-time
- In-person
- Communication skills
- Tax experience
- Paid time off
- Flexible schedule
Quick Apply
Senior Accountant – Benefits
Good Food Holdings —Carson, CA
- $80,000 - $100,000 a year
- Full-time
- Oracle
- CPA
- Basic math
- Paid training
- Health savings account
Quick Apply
Compliance Specialist
American Gold Star Manor —Long Beach, CA
- $25 - $35 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Insurance Agent / CSR
Zeron Insurance Services —Santa Ana, CA
- $22 - $30 an hour
- Full-time
- Spanish
- Computer literacy
- English
- Paid training
- Paid time off
Quick Apply

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Call Center Representative I

TaxRise -
Irvine, CA

Quick Apply

Job Details

Full-time
$22 - $23 an hour
13 days ago

Benefits

Paid training
401(k) 3% Match
Health insurance
On-site gym
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Incident Escalation
Managing clients in a customer support role
Client database systems
Records management
Customer support ticket management
Documentation Handling
Escalation handling
Client interaction via phone calls

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.

ABOUT THE ROLE

At TaxRise, we help individuals and families navigate some of the most stressful financial moments of their lives. As a Call Center Representative I, you will be one of the first points of contact for newly enrolled clients, helping them understand what to expect, access their client portal, and complete the initial steps needed to move their case forward.

This role is ideal for someone who enjoys helping people, communicates clearly, and thrives in a structured, fast-paced call center environment.

This position is 100% onsite in Irvine, CA.

HOW YOU'LL BE REWARDED

Base Pay: $22.00–$23.00 per hour

Average Monthly Bonus: $700 – $1,300

Top performers earn the equivalent of $26.00 – $30.00 per hour

Full-time | 40 hours per week. Occasional overtime may be required based on business needs.

WHAT YOU'LL DO

Welcome and Onboard New Clients

Conduct welcome calls with newly enrolled clients.
Introduce clients to TaxRise, explain the onboarding process, and set clear expectations for the next steps in their case.
Confirm clients understand the overall tax resolution journey and the importance of completing required onboarding tasks.
Provide a professional, supportive, and reassuring experience during each client interaction.

Support Client Portal Registration

Assist clients with registering, logging into, and navigating the TaxRise client portal.
Follow up with clients who have not completed virtual onboarding or accessed their portal.
Troubleshoot basic portal access issues and escalate technical concerns when appropriate.
Encourage clients to use the portal to securely submit documents and communicate with their assigned team.

Collect Initial Client Information

Gather required tax filing, financial, and intake information from clients.
Explain which documents and information are needed to begin the tax preparation and resolution process.
Review submitted information for completeness and identify missing items.
Follow up with clients regarding incomplete, unclear, or outstanding information.

Coordinate Case Progress

Partner with Tax Preparation Administrators, Case Managers, and other internal teams to ensure required onboarding information has been collected.
Confirm that cases are prepared to move to the next stage of the client journey.
Escalate client concerns or delays that require additional assistance from leadership or another department.
Maintain timely follow-up on open onboarding tasks and client communications.

Maintain Accurate Case Records

Document all calls, emails, text messages, and client interactions accurately in the CRM.
Update case statuses, communication tickets, and onboarding milestones according to company procedures.
Ensure client information and documentation are properly uploaded, organized, and routed to the appropriate team.
Use approved communication templates while personalizing outreach based on each client's needs.

WHAT YOU'LL NEED TO HAVE

1–2 years of experience in customer service, client support, onboarding, or a call center environment.
Comfortable making and receiving a high volume of client calls.
Strong verbal and written communication skills.
Ability to explain processes and instructions clearly to clients.
Patient, empathetic, and confident when assisting clients who may be stressed or confused.
Organized, detail-oriented, and able to manage multiple follow-ups simultaneously.
Experience documenting interactions in a CRM, ticketing system, or client management platform.
Ability to follow established processes while recognizing when an issue should be escalated.
Dependable and comfortable working in a structured, performance-driven environment.

Experience in tax services, document processing, loan processing, financial services, or client onboarding 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.

Pay: $22.00 - $23.00 per hour

Expected hours: No less than 40 per week

Benefits:

401(k)
401(k) 3% Match
401(k) matching
Dental insurance
Health insurance
Paid time off
Paid training
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

tax representative jobs in costa mesa, ca

Call Center Representative I

Inbound Sales Representative

Customer Service Representative

Inside Sales Representative

Community Management Associate

HR Representative

Retirement Plan Services Representative II

Bookkeeper - Part-time

High School Graduate / College Student- Inside Sales Representative

Day Program Job Coach

Sales Representative

Inside Sales

Part-Time AP/AR Clerk

Business Development Representative

Collections & Credit Specialist

Staff Accountant

Customer Care Specialist - Tax Resolution

Senior Accountant – Benefits

Compliance Specialist

Insurance Agent / CSR

I want to receive the latest job alert for tax representative in costa mesa, ca

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