Talent.com
FreshTax
Customer Service RepresentativeFreshTax • Santa Ana, California, United States
Customer Service Representative

Customer Service Representative

FreshTax • Santa Ana, California, United States
30+ days ago
Salary
$17.00 hourly
Job type
  • Full-time
  • Quick Apply
Job description
Why Join FreshTax: At FreshTax, we help people move forward from IRS tax problems and regain peace of mind. Our team works directly with individuals and families who need guidance, support, and clear solutions.

We are a fast-growing company with a strong team culture and real opportunities for advancement. If you enjoy helping people, communicating with clients, and working in a high-energy office environment, this role could be a great fit.

About the Role: As a Customer Service Representative, you will be a primary contact for clients enrolled in our tax relief programs. You will help guide them through the process by providing updates, collecting documents, answering questions, and ensuring their case moves forward smoothly.

You will work closely with Case Managers and internal departments to create a positive client experience from start to finish.

Important: This is a 100% in-office role at our headquarters in Santa Ana, CA.

Compensation:
  • $17.00 – $23.00 per hour (depending on experience)
  • Full-time position (40–50 hours per week)

What You'll Do: Client Communication:
  • Handle inbound and outbound client calls
  • Provide updates and explain next steps clearly
  • Follow up by phone, email, and text for documents or information
  • Maintain accurate notes and records in the CRM
  • Escalate complex situations to the appropriate department
Document Coordination:
  • Request and review tax documents from clients
  • Verify documents for accuracy and completeness
  • Ensure compliance requirements are met
  • Follow up on missing paperwork to keep cases moving forward
Administrative Support:
  • Work closely with Case Managers on active client files
  • Organize case notes, follow-ups, and documentation
  • Help maintain a smooth process from onboarding through resolution

What You'll Need:
  • 1+ year of customer service experience (call center experience preferred)
  • Strong verbal and written communication skills
  • Professional phone presence and customer service mindset
  • Strong attention to detail and organization
  • Ability to multitask in a fast-paced environment
  • Positive attitude and willingness to help clients
  • Spanish bilingual is a plus

What We Offer:
  • Paid training
  • Paid time off (sick days and holidays)
  • 401(k) with company match
  • Clear advancement opportunities
  • Catered team lunches every Friday
  • Team outings and seasonal office events
  • Supportive leadership and team environment

About FreshTax: FreshTax is a growing tax relief company dedicated to helping clients resolve IRS tax issues and move forward with confidence. Our company culture is built on teamwork, transparency, and professional growth.

We invest in our employees and promote from within whenever possible.

Equal Opportunity Employer: FreshTax is an equal opportunity employer committed to maintaining an inclusive workplace for all employees.



    Create a job alert for this search

    Customer Service Representative • Santa Ana, California, United States

    Similar jobs

    Customer Service/Sales Representative

    LOW PRICE INSURANCE INCSunset Beach, CA, United States
    Full-time

    Job Overview Bilingual In Spanish And English We are seeking an energetic and motivated Customer Service/Sales Representative to join our dynamic team! In this role, you will be the friendly face a... Show more

     • Promoted

    Customer Service Representative

    New Horizon EnterprisesSanta Fe Springs, CA, United States
    Part-time

    Key Responsibilities Receive and process incoming customer orders via email, phone, and online systems Review orders for accuracy, including product details, quantities and pricing Proactively assi... Show more

     • Promoted

    Customer Service Representative

    TradeJobsWorkforce92728 Fountain Valley, CA, US
    Full-time

    As a Customer Service Representative, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to p... Show more

     • Promoted

    Customer Service Representative (remote)

    Bamberg LTD CompanyFountain Valley, CA, United States
    Remote
    Full-time

    What is the jobProcess and respond to orders inquires requests return and adjustments.Compiles sorts and verifies data is accurate before order entry and effectively solve potential problems or dis... Show more

     • Promoted

    Customer Service Representative

    Amada America, Inc.La Mirada, CA, United States
    Full-time

    The customer service representative position is a high performance, customer-focused team environment and is responsible for a number of customer-oriented tasks.ESSENTIAL FUNCTIONS Able to answer h... Show more

     • Promoted

    Customer Service Representative

    Marble SystemsAnaheim, CA, United States
    Full-time

    Company OverviewMarble Systems is a recognized leader in the natural stone and tile industry, offering one of the most extensive and diverse product selections available today.With a focus on craft... Show more

     • Promoted

    AT&T Customer Service Representative

    W-Coast SolutionsBellflower, CA, United States
    Full-time

    W-Coast Solutions, a sales and business consulting firm in Westminster, is seeking a Customer Service Representative to fuel growth in our AT&T residential wireless campaign.The Customer Servic... Show more

     • Promoted

    Customer Service Representative

    Three Way Logistics, Inc.Norwalk, CA, United States
    Full-time

    Three Way Logistics is an industry leader in material management, logistics, and comprehensive transportation services with proven accuracy, flexibility, and on-time delivery who is looking for a f... Show more

     • Promoted

    Alterations Customer Service Representative

    David's BridalHawaiian Gardens, CA, United States
    Part-time

    Alterations Customer Service Representative (Csr).From Aisle to Algorithm and for All Life's Moments, at David's Bridal, we empower our customers and our employees to stay true to their dreams and ... Show more

     • Promoted

    Customer Service Representative - Remote

    AILFountain Valley, CA, United States
    Remote
    Full-time

    We're looking for motivated and caring individuals who want to build a meaningful career helping families with their insurance and financial protection needs.This is a fully remote role with full t... Show more

     • Promoted

    Customer Service Representative

    ChevronCosta Mesa, CA, United States
    Full-time +1

    Job Opportunity At Chevron Stations Inc (CSI).At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations.We are looking for hard working people who value safety... Show more

     • Promoted

    Customer Service Representative

    iStaffing IncSanta Fe Springs, CA, United States
    Full-time

    Position Summary We are seeking an experienced Customer Service Representative to join a fast-paced, customer-focused team.In this role, you will be responsible for processing customer orders, comm... Show more