Client Services Representative

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 RoleThe Tax Preparation Coordinator is responsible for gathering all necessary documents to reach the best resolution possible and providing exceptional service throughout the client journey. They will attentively manage a set of clients and ensure their cases are moving effectively through every stage of the process and communicate with clients with updates and other with significant milestones. Cases assigned will be primarily streamline resolutions though more complex cases such as offer-in-compromise may be assigned for training and development purposes.What You'll DoDocument 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.Client Communication:Serve as the primary point of contact for clients during the document collection process.Provide clear instructions and guidance to clients on required documentation.Respond to client inquiries regarding document submission timelines and requirements.Problem-solving skills to address client concerns regarding documentation requirements.CRM Management & Task Tracking:Accurately update the Customer Relationship Management (CRM) system with detailed notes on client interactions, document submissions, and case progress.Monitor tasks and deadlines within the CRM system to ensure timely follow-up and completion of all client-related activities.Regularly review open tasks or pending deadlines to ensure cases are moving forward efficiently.Customer service expertise with a focus on building strong client relationships.Problem-solving skills to address client concerns regarding documentation requirements.Workflow Coordination:Track the status of document submissions to ensure all materials are received before deadlines.Coordinate with internal teams to move client cases to the next stage once documents are approved.Monitor progress and communicate updates with both clients and internal staff.Administrative Support:Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records.Collaborate with other departments to improve processes and enhance the client experience.What You'll Need To HavePrevious experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus).Strong organizational skills with attention to detail and the ability to prioritize tasks effectively.Excellent written and verbal communication skills.Proficiency in using CRM systems or document management tools; familiarity with tax software is a bonus.Ability to work independently in a fast-paced environment while meeting deadlines.Customer service expertise with a focus on building strong client relationships.Problem-solving skills to address client concerns regarding documentation requirements.Knowledge of tax relief processes is a plus, though training will be provided.How You'll Be RewardedAt 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)Commission: Average monthly bonus potential of $800 - $1,200Your success is in your hands - our top performers consistently earn even more! If you're looking for a role where your effort directly translates to higher earnings, this is the place for you. Join us and rise with a team that values and rewards excellence!What We OfferMedical, Dental, and Vision Insurance after 60 daysPaid Time Off (Vacation, Sick, Holidays)Wellness Days401(k) retirement planProfessional Development ProgramAccess to on-site gym and gaming loungeQuarterly company outingsCatered meals every FridayOur CommitmentAt TaxRise, we're proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.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 andor veteran status, or any other basis prohibited by applicable state or federal 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.

Created: 2025-02-22