Customer Service Specialist at Guardian Tax
Guardian Tax · Irvine, United States Of America · Onsite
- Professional
- Office in Irvine
đ„ Urgently Hiring: Customer Service â Irvine, CA
Guardian Tax is growing fastâand weâre 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 youâve 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?
- âš Meaningful Work â Be the trusted guide for clients during one of the most stressful times in their lives.
- đ” High-Energy Office â Music, team lunches, and a positive atmosphere that keeps motivation high.
- đ Room to Grow â Training, mentorship, and clear career advancement opportunities.
- đ€ Collaboration First â Work closely with experienced agents and teammates in-office every day.
- đ° Competitive Pay & Perks â Hourly base + bonuses, plus health, dental, vision, PTO, and team extras.
What Youâll 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 Weâre Looking For
- 2+ yearsâ 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
- đ Location: Irvine, CA (in-office only)
- đ Schedule: MondayâFriday, 8 AM â 5 PM
- đ” Compensation: Competitive hourly rate + bonuses
- đ©ș Benefits: Health, dental, vision, PTO, and team perks