Job description:
Position: Customer Service Representative ( Spanish Speaker Required)
Location: Irvine, CA
Type: Full-Time, In-Office
Compensation: $19.00/ Hour
Join a Top-Rated Workplace Committed to Ethics, Teamwork, and Growth!
Alleviate Tax is one of the fastest-growing tax resolution and preparation firms in the country. Proudly recognized as a Top Workplace in Orange County (2022 & 2023) and a finalist for the Better Business Bureau Torch Awards for Ethics two years in a row, our mission is simple: to transform lives through tax relief—with heart, integrity, and excellence.
We’re more than a tax firm—we’re a community built on collaboration, compassion, and a shared drive to help others. If you're passionate about making a difference and thrive in a dynamic, supportive team environment, we want to hear from you!
3 Positions Available! Spanish-speaking candidates strongly encouraged to apply.
What You’ll Do:
The Client Services Specialist is a critical frontline role responsible for ensuring smooth communication, accurate documentation, and efficient case progression throughout the client’s case. This position operates at the intersection of customer service, case management support and tax preparation workflow. As a Services Specialist, they manage both inbound and outbound client communication while performing operational support tasks to maintain accuracy, compliance, and workflow continuity across multiple servicing departments.
Responsibilities:
Client Communication
- Handle inbound customer service calls with professionalism, accuracy, and efficiency when needed on queue.
- Conduct outbound follow-ups related to missing documents, case updates, and tax preparation needs.
- Conduct full case audits in alignment with other department tasks and notes.
- Provide clear explanations of requests, next steps, and expectations for clients.
Case & Prep Support
- Support Case Management and Tax Prep teams by completing outbound calls that directly impact workflow.
- Re-request missing documentation to prevent delays in the client’s case progression.
- Confirm document uploads and ensure client files remain complete and compliant.
- Ticket Case Management or Tax Prep team members for follow up as needed.
Operational Accuracy & Documentation
- Audit case files for accuracy, completeness, and compliance with internal SOPs.
- Ensure all documentation (calls, notes, emails, tickets) is entered into Logics with clarity and precision
- Maintain thorough and accurate records to support internal communication and client service
- Help reduce escalations by identifying issues early and resolving them proactively
- Upload documentation from our centralized emails and ensure we uphold a 24-48 hour upload threshold.
- Document Uploads must be entered into Logics using our Document Upload SOP to ensure correct labeling, categorization and communication.
What We’re Looking For:
- Bilingual (Spanish-English) highly preferred
- Strong verbal and written communication skills
- Experience in tax resolution or a similar client service role is a plus
- Ability to stay composed when dealing with escalated issues
- Comfortable handling a high volume of calls and multitasking
- Tech-savvy and familiar with CRM systems
- Team player with a professional, solutions-focused mindset
How to Apply:
Email your resume directly to [email protected].
Let us know why you're the right fit—we're excited to meet you!
Benefits:
- Medical, Dental, Vision after 60 days of employment
- PTO, Holiday Pay
- Growth Opportunities
- Fun, lively work environment AND Beautiful office location in the heart of Orange County.
Compensation:
- Hourly $19.00/ Hour (DOE)
Alleviate Tax is an equal employment opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.