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TRI HoldCo, Inc.

Customer Service Representative - Seasonal

TRI HoldCo, Inc., Folsom, California, United States, 95630

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Customer Service Representative - Seasonal Pay Rate: $17.00 per hour

At TaxAudit we exist because, we help people! We are the leader of income tax audit representation and have enjoyed helping people for over 30 years. Our company is committed to a culture where we help people through service, innovation, and empowerment. If you share these characteristics and values and want to make a difference every day, we are looking for you.

As a Customer Service Representative, you are the voice of our company, the first point of contact, the first opportunity to wow our members and provide exceptional support to them and our audit teams and other departments. You will be integral in helping TaxAudit fulfill our mission of providing the best income tax audit representation and the best taxpayer education available while minimizing the stress involved.

Key Objectives and Results

Provide a positive member experience, minimizing the stress involved in dealing with tax authorities

Members will experience your patience, professionalism, integrity, and sincerity

Act as an ambassador for our company and be engaged and aligned with TaxAudit’s core values

Protect member information and privacy, keeping it confidential at all times; maintain and exceed TaxAudit and partner standards

Essential Functions

Thoroughly explain and sell TaxAudit products

Understand and follow the department and company processes and procedures

Resolve basic customer concerns

Transfer calls to the appropriate party

Assist members and teammates

Perform detailed database updates and order entry

Identify trends and report them to Leads

Job Qualifications

Accurate verbal and written communication skills

Ability to handle tense situations

Time management skills

Ability to learn new processes and systems quickly

Organizational skills and the ability to prioritize and manage multiple tasks in a fast‑paced environment with time‑sensitive materials

Ability to understand and follow complex processes using computer applications, MS Office products, internet navigation, and data entry

2–3 years of customer service experience working in a call queue environment is preferred

Minimum Physical Requirements

Dexterity and ability to operate a computer keyboard, mouse, and other devices for significant portions of the workday

Vision: close vision required

Speaking/Hearing: ability to give and receive information through speaking and listening

Overtime may be required

This position is currently fully remote. You must meet the requirements below to work from home.

Work From Home Hardware and Software Requirements

Reliable high‑speed internet access

Dedicated workspace—quiet, private, and free from distractions

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