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Customer Service Representative - Tax Relief

Customer Service Representative - Tax Relief

FreshTaxSanta Ana, California, United States
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Job Title : Customer Service Representative

Location : Santa Ana, CA (On-site)

Job Type : Full-Time

Company : FreshTax

Join the Team at FreshTax!

We’re looking for a high-energy, client-focused Customer Service Representative to join our growing team in Santa Ana! At FreshTax, we help people take control of their tax debt and get their lives back on track—and you’ll play a key role in making that happen. You'll work side-by-side with our Case Managers to keep clients informed, happy, and confident every step of the way.

If you're someone who loves helping others, thrives in a fast-paced environment, and knows how to keep things running smoothly, this is your opportunity to make a real difference.

What You’ll Be Doing :

  • Be the go-to contact for our clients—answering questions, providing updates, and keeping them in the loop
  • Partner with Case Managers to ensure every case moves forward without a hitch
  • Help guide clients through the resolution process with empathy and clarity
  • Stay on top of calls, emails, and follow-ups to make sure no one feels left behind
  • Handle challenges with professionalism and positivity
  • Create a great experience for every client, every time

What We’re Looking For :

  • Experience in customer service or client support (tax or call center experience is a plus)
  • Clear, confident communication—both spoken and written
  • A calm, friendly presence under pressure
  • Great organizational skills and attention to detail
  • Comfort using CRM tools and working in a team environment
  • Bilingual (Spanish) is a big plus, but not required
  • What You’ll Love About FreshTax :

  • Full-time, in-office position in the heart of Santa Ana
  • A fun, fast-paced work environment with a team that supports each other
  • Paid training and opportunities to grow with the company
  • A mission-driven company helping real people with real problems
  • If you’re ready to be part of something meaningful and exciting—apply now and join the FreshTax family!

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    Customer Service Representative • Santa Ana, California, United States