Customer Service Representative
FreshTax, Santa Ana, CA, United States
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 (4050 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.
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 (4050 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.