Taxrise Hiring for Client Onboarding Specialist at Irvine, CA Full Time

Touting both an innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exudes its own distinctive and engaging energy, seasoned with a healthy amount of hype. We’re on a mission to evolve the way taxpayers resolve their tax issues. Here at TaxRise, we rise by lifting others. Join a team who loves to celebrate, break-company-records, and most importantly, change lives. We’re the fastest-growing company in our industry and looking to expand our team, so we can truly dominate this space.

WHAT WE CAN OFFER:

• Medical, Dental, and Vision Insurance after 60 days
• Paid Time Off (Vacation, Sick, Holidays)
• Wellness Days
• 401(k) retirement plan
• Professional Development Program
• Access to on-site gym and gaming lounge
• Quarterly company outings
• Catered meals every Friday

COMPENSATION:

• $19.00 – $20.00 per hour full-time (40 hours per week)
• Ability to earn a monthly production bonus

SUMMARY:
The Onboarding Specialist will be responsible for onboarding clients, conducting welcome calls, setting expectations, and ensuring clients have registered and logged into the client portal. As an Onboarding Specialist, you’ll be a first point-of-contact with newly signed up clients requiring tax preparation and resolution. Your goal will be to provide clients the best-in-class experience with every client interaction. The ideal candidate for this role will possess exceptional customer services skills, excellent communication, time management, and is someone who enjoys working in a fun, inclusive, and fast-paced environment.

JOB DUTIES AND RESPONSIBILITIES:

• Follow-up with clients that have not completed the virtual onboarding
• Call clients as necessary to confirm they have successfully logged into their client portal, instruct clients how to complete tax organizer questionnaires and how to upload documents in the portal, and ensure clients understand their role in the resolution journey
• Provide clients experience technical issues logging into their client portal support including but not limited to password resets, forwarding the correct link, etc.
• Introduce clients to their Case Managers in tax preparation and resolution departments as they progress through the customer journey
• Coordinate with Tax Preparation Administrators to ensure clients have been successfully onboarded
• Identify opportunities to improve the onboarding process and suggest solutions to management in order to increase efficiency and effectiveness.
• Collaborate with team to develop, use and maintain communication templates to contact clients regarding their tax filing information
• Correspond and document communication attempts with unresponsive clients
• Update CRM with proper notes and change case status according to company protocol and procedures
• Perform other essential job functions as required or assigned

QUALIFICATIONS AND SKILLS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Excellent written and verbal communication skills
• Experience delivering best-in-class customer service
• Ability to work independently and as part of a team
• Self-motivated and able to take initiative
• Comfortable in a client-facing role
• Ability to maintain energy, enthusiasm and commitment while completing daily tasks and maintaining minimum talk-time
• Ability to interact effectively and professionally with employees at all levels in the organization
• Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software

EDUCATION :

• High school diploma or equivalent
• Minimum two years’ experience in an administrative support, customer service, or other client facing role

The above is intended to describe the general content and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Rise Inc is an equal employment opportunity employer and prohibits discrimination and retaliation in employment based on race, religious creed, color, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, uniform service member status, marital status, pregnancy, age, medical condition (cancer related or HIV/AIDS related), genetic characteristics, physical or mental disability, as well as any other category protected by federal, state, or local laws. In accordance with applicable federal and state laws protecting qualified individuals with known disabilities, Tax Rise Inc will attempt to reasonably accommodate those individuals unless doing so creates an undue hardship on the Company.

Job Type: Full-time

Pay: $19.00 – $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Work Location: In person