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Client Onboarding Specialist

Company: Taxrise
Location: Irvine
Posted on: May 11, 2024

Job Description:

*INTRO TO TAXRISE:*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.When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. 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.If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team thats reshaping the future of tax resolution.*ABOUT THE ROLE:*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, youll 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. 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.*WHAT YOULL DO:** 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* 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 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* Provide clients support registering and navigating through the client portal* Perform other essential job functions as required or assigned*WHAT YOULL NEED TO HAVE:*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* High school diploma or equivalent* Minimum two years experience in an administrative support, customer service, or other client facing roleWe understand potential comes in many forms. Even if you dont check every box, we still encourage you to apply; we consider all qualified candidates.*WHAT WE OFFER:** Medical, Dental, Vision and other auxiliary benefits after 60 days* 401(k) retirement* Professional Development Program* Catered meals every Friday* Quarterly company outings* Fun, energetic and inclusive culture* On-site gym* Access to game room*PAY RANGE: *$19.00 - $20.00 per hourThe above-range represents TaxRises current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.At TaxRise, were proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.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. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.Job Type: Full-timePay: $19.00 - $20.00 per hourExpected hours: 40 per weekBenefits:* 401(k)* 401(k) matching* Dental insurance* Health insurance* Paid time off* Professional development assistance* Referral program* Vision insuranceExperience level:* 1 yearShift:* 8 hour shift* Day shiftWeekly day range:* Monday to FridayWork setting:* In-personWork Location: In personby Jobble

Keywords: Taxrise, Irvine , Client Onboarding Specialist, Other , Irvine, California

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