Client Escalation Specialist New

Job Application for Client Escalation Specialist at TaxRise Back to jobs New Client Escalation Specialist Irvine, CA Apply WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty.

ABOUT THE ROLE As a Client Success Representative – Escalations , you’ll serve as a senior member of our Client Experience team, handling our most complex and high-impact client situations.

This role is designed for experienced professionals who excel in critical thinking, problem-solving, and delivering exceptional client outcomes.

You’ll play a key role in shaping the customer journey by resolving advanced client concerns, identifying patterns in client feedback, and partnering cross-functionally to improve processes and retention strategies.

Your ability to navigate sensitive conversations, build trust, and deliver solutions will directly impact client satisfaction and business performance.

This position is ideal for someone who thrives in a fast-paced environment, enjoys tackling challenging scenarios, and is motivated to elevate both the client experience and internal operations.

We’re all about that in-person vibe, so this role is 100% on-site . If you’re excited to collaborate side-by-side with a high-performing team, we’d love to meet you.

HOW YOU’LL BE REWARDED At Tax Rise, Inc., we recognize and reward high performance, ownership, and results. Base Pay: $25.00 – $28.00/hour (full-time, 40 hours/week).

Occasional overtime may be required based on business needs. Monthly Bonus: $1,600 – $3,000 average earning potential Total

Compensation: Approximately $71,000 – $94,000 annually Highly motivated team members who consistently exceed expectations have the opportunity to maximize earnings within this structure.

WHAT YOU’LL DO Manage and resolve complex client escalations and cancellation requests through our ticketing systems Engage directly with clients to understand concerns, de-escalate situations, and deliver tailored solutions Apply advanced communication and negotiation techniques to retain clients and resolve issues effectively Identify trends in client feedback and provide actionable insights to leadership to improve processes and experience Partner cross-functionally (Sales, Client Care, Operations) to drive seamless resolutions and continuous improvement Maintain detailed and accurate documentation across CRM and internal systems Take ownership of high-priority cases and contribute to elevating team standards WHAT YOU’LL NEED 3+ years of experience in a call center, client experience, or sales environment Proven experience handling escalated or high-priority client interactions Strong analytical and problem-solving skills with the ability to identify trends and root causes Experience working within CRM systems (Salesforce or similar platforms) Excellent communication, emotional intelligence, and conflict resolution skills High school diploma or GED (or equivalent combination of education and experience)    WHAT WE OFFER We believe in taking care of our team so they can take care of our clients.

Here’s what you can expect as part of the TaxRise family: Medical, Dental, and Vision Insurance (starting after 60 days) Paid Time Off  401(k) retirement plan with company match Professional Development Program to support your growth Access to our on-site gym and gaming lounge Catered team lunches every Friday Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges.

Apply for this job * indicates a required field First Name * Last Name * Preferred First Name Email * Phone Country * Phone * Resume/CV * Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf How many years of experience do you with de-escalating client calls and cancellation requests? * Select...

Are you able and willing to work onsite Monday through Friday? * Select... LinkedIn Profile Were you referred to this position by a current TaxRise employee?

If yes, please provide their full name. Submit application Powered by Greenhouse