Customer Service Specialist

Guardian Tax

Customer Service Specialist

Irvine, CA
Full Time
Paid
  • Responsibilities

    Urgently Hiring: Customer Service – Irvine, CA

    Guardian Tax is growing fast—and we're looking for a Customer Service professional (Case Manager) to join our Irvine office. Our mission is simple: help clients overcome tough tax challenges and move forward with confidence. If you've built your career in debt settlement, student loans, mortgage, paralegal work, or another client-focused industry , this is your chance to step into a role where your skills make a lasting impact.

    Why Work With Guardian Tax?

    • ****✨ Meaningful Work – Be the trusted guide for clients during one of the most stressful times in their lives.
    • High-Energy Office – Music, team lunches, and a positive atmosphere that keeps motivation high.
    • Room to Grow – Training, mentorship, and clear career advancement opportunities.
    • Collaboration First – Work closely with experienced agents and teammates in-office every day.
    • Competitive Pay & Perks – Hourly base + bonuses, plus health, dental, vision, PTO, and team extras.

    What You'll Be Doing

    • ****Oversee a portfolio of client cases from intake through resolution
    • Be the go-to contact for clients, keeping them updated and supported
    • Partner with enrolled agents and compliance staff to drive cases forward
    • Balance a high-volume caseload with accuracy and attention to detail
    • Achieve monthly closure goals while ensuring an excellent client experience

    What We're Looking For

    • **** 2+ years' experience in debt settlement, student loans, mortgage, paralegal, or similar fields
    • Strong communicator with excellent client service skills
    • Organized, detail-oriented, and comfortable handling multiple priorities
    • Familiarity with CRM systems, G Suite, and Microsoft Office
    • Reliable, motivated, and team-driven

    The Details

    • Location: Irvine, CA (in-office only)
    • Schedule: Monday–Friday, 8 AM – 5 PM
    • Compensation: Competitive hourly rate + bonuses
    • Benefits: Health, dental, vision, PTO, and team perks

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    At Guardian Tax, you won't just be filling a role—you'll be part of a team that works hard, celebrates wins together, and truly makes a difference.

    Apply toda y and take the next step in your career!