Ready to make a difference? Ready to help? Ready to start today?
We are on a mission to bring justice to the taxpayer, to the IRS and to the tax resolution industry. Our vision is a home without tax problems. We believe in tax relief for all taxpayers.
Inside Sales Consultant
Inside Sales Consultants can make six figures! We are looking for top consultants that want to make even more. Is that you? Contact us today.
Duties and Expectations:
- Speak with nationwide taxpayers facing Federal and State tax obligations.
- Educate, motivate and provide real solutions.
- Manage your own book of business.
- Utilize our Administrative team to handle paperwork and spend more time helping families.
- Achieve clearly defined goals and metrics to earn even more.
- Train on our highly intuitive CRM platform that maximizes your performance.
- Work with a company that believes in creating an Ideal Client Experience.
Skills Desired:
- Inside Phone Sales Experience Required
- Tax Resolution Experience Preferred
- Seasoned sales experience with consultative approach
- Positive attitude
- Team Player
- Excellent verbal and written communication
- Ability to learn and use multiple systems
- Strong work ethic
- Ability to accept feedback and constructive criticism
- Ability to think on your feet with empathy and compassion
- High School Diploma or GED Required
Client Intake Specialist
This position focuses on utilizing top-tier customer service for every individual you speak with. The ideal candidate has the ability to handle a fast-paced environment, utilizing top-notch communication skills to speak with nationwide taxpayers facing Federal and State tax obligations. Inbound and outbound calling, appointment setting, and excellent communication skills are required for this position.
Duties and Expectations:
- Handling inbound calls
- Using active listening skills to understand client’s needs
- Taking excellent notes on client’s case
- Working in a fast-paced team environment
- Communicate effectively through phone and email with individuals and clients
- Making outbound calls and setting appointments for consultations per the individual’s needs
Skills Desired:
- Strong work ethic
- Positive attitude
- Proven written and oral communication skills
- Solid attention to detail
- Driven and able to thrive in a fast-paced environment
- Exceptional note-taking skills required
- Ability to learn and use multiple systems
- Ability to accept feedback and constructive criticism
Required Experience:
- High School Diploma/GED
- Familiarity with Microsoft Office Applications (Word, Outlook, Excel, etc.)
- Inside Sales experience required
- Tax Resolution experience is preferred
Tax Case Manager
If you are an individual that is self-motivated, driven, and with a passion to help taxpayers receive the help they need, we are looking for you! You will be helping thousands of taxpayers receive the justice they deserve with their tax issues. Your expertise and top-tier client servicing skills will help bring relief to our clients. In this Tax Analyst role, you will act as the client’s primary contact for their tax resolution by working closely with the Licensed Tax Professionals on our team.
Duties and Expectations:
- Create solid client relationships utilizing your white-glove style of customer service, empathy, and knowledge and expertise in the field of tax resolution.
- Prepare and review financial documents to determine the best resolution specific to each client’s case, such as Currently Non-Collectible status, Penalty Abatement, Innocent Spouse, and more.
- Communicate with clients via phone and email and oversee their case to resolution.
- Set proper expectations for all clients.
- Follow company compliance, policies, and all state and federal regulations.
- Apply company policies, ethics, and procedures to resolve client cases.
- Handle large volumes of client cases and maintain 100% client satisfaction.
- Document interactions with client in detail within our CRM system.
Skills Desired:
- Self-starter, ability to thrive in a ‘work from home’ atmosphere.
- Excellent customer service, organizational skills and work ethic.
- Strong communication skills, both written and oral.
- Robust attention to detail, especially in a fast-paced detail-oriented environment.
- Strong understanding of math skills and taxpayer financials.
- Strong ability to discuss, interpret and explain both easy and complex tax matters to clients.
- Proficiency in tax software, Microsoft Office, Outlook, and basic computer software.
- Must have a reliable internet connection and dedicated phone for clients.
- Exemplary customer service skills; white-glove treatment of clients, patience, empathic and reassuring.
- Top-notch verbal and written communication skills with proper grammar and spelling
- Ability to work in a fast-paced environment with minimal supervision.
- Self-sufficient, well organized, exceptional work ethic to meet deadlines.
- Critical thinking, problem solving, and determination.
Required Experience:
- 1-3 years of experience in tax resolution is preferred.
- 1-3 years of experience in financial services, or mortgage underwriting.
- Must have reliable transportation and valid driver’s license.
