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PROCESSING SPECIALIST

Conduct onboarding calls with every new client, review case information including but not limited to clients income, expenses, and assets to identify all necessary documents required for tax preparation of any unfiled years as we...

CompanyTaxrise
AddressIrvine, CA
CategorySales/marketing
Job typeFull-Time
Date Posted a month ago See detail

Processing Specialist

Taxrise

Irvine, CA

Conduct onboarding calls with every new client, review case information including but not limited to clients income, expenses, and assets to identify all necessary documents required for tax preparation of any unfiled years as we...

Inside Sales Representative

Taxrise

Irvine, CA

$75,000 - $150,000 a year

Handle the full cycle of sales for inbound and outbound calls, scheduling follow-up calls, and successfully close deals. Use scripts to provide information about programs, services, prices etc. and present their benefits Utilize d...

Customer Service Representative

Taxrise

Irvine, CA

$18 - $19 an hour

Build and maintain effective professional relationships with clients. Develop strong customer relationships by promptly responding to inquiries and addressing any complaints. Provide status updates to multiple team members and cli...

Client Care Representative

Taxrise

Irvine, CA

Build and maintain effective professional relationships with clients. Develop strong customer relationships by promptly responding to inquiries and addressing any complaints. Provide status updates to multiple team members and cli...