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    Specialist Quality Operations - Irvine, CA, United States - Taxrise

    Taxrise
    Taxrise Irvine, CA, United States

    4 days ago

    Default job background
    Full time
    Description
    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.

    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.

    Join us and be part of a team that's reshaping the future of tax resolution.
    *As an Onboarding Specialist, you'll be a first point-of-contact with newly signed up clients requiring tax preparation and responsible for providing best-in-class experience with every client interaction. Follow-up with clients that have not completed the virtual onboarding

    • Call clients as necessary to ensure they have successfully logged into their client portal, understand the entire resolution client journey and intake their tax filing information required to prepare their taxes for unfiled years
    • Coordinate with Tax Preparation Administrators to ensure all require tax filing information has been collected prior to moving the case forward to case manager
    • Collaborate with team to develop, use and maintain communication templates to contact clients regarding their tax filing information
    • Correspond with clients requiring additional clarification of tax filing information as necessary
    • Update CRM with proper notes and change case status according to company protocol and procedures
    • Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software
    • Minimum two years' experience in an administrative support, customer service, or other client facing role
    Medical, Dental, Vision and other auxiliary benefits after 60 days

    • 401(k) retirement
    • Access to game room
    • 00 per hour

    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 and/or 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


    Job Type:
    Full-time
    00 per hour
    Dental insurance


    • Shift:
    • 8 hour shift
    • Day shift
    Monday to Friday
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