Service representative Jobs in Santa Clara, CA

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!_

Check out the role overview below If you are confident you have got the right skills and experience, apply today.

• 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.

About The Role

The Client Care Representative is a key member of our team, responsible for maintaining strong, professional relationships with clients throughout their tax resolution journey. In this role, you will serve as the first point of contact, ensuring clients receive clear guidance, timely updates, and the support they need to navigate complex tax challenges. You’ll also work closely with case managers and other departments to ensure a seamless client experience.

How You'll Be Rewarded

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

20.00 - $22.00 per hour (full-time, 40 hours per week)

Monthly Bonus :

Average bonus potential of $300- $800

Our competitive compensation reflects the importance of your role in shaping our clients’ experiences. We value excellence, and your contributions are recognized every day.

What You’ll Do

Client Communication :

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 escalate 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.

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.

CRM Management & Administrative Support :

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.

What You’ll Need To Have

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, though training will be provided.

What We Offer

Medical, Dental, and Vision Insurance after 60 days

Paid Time Off (Vacation, Sick, Holidays)

Wellness Days

401(k) retirement plan

Professional Development Program

Access to on-site gym and gaming lounge

Quarterly company outings

Catered meals every Friday

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.

Job Type : Full-time

Pay : $22.00 - $24.00 per hour

Expected hours : 40 per week

Benefits :

401(k)

401(k) matching

Dental insurance

Health insurance

On-the-job training

Paid time off

Professional development assistance

Referral program

Vision insurance

Shift :

8 hour shift

Work Location : In person