1+ year of phone or retail sales experience required; tax-specific experience not necessary.
Strong communication and active listening skills needed.
Demonstrated resilience and a positive outlook, especially with objections.
Responsibilities
Conduct financial consultations with individuals and business owners regarding tax debt.
Analyze IRS notices from clients and propose tailored IRS resolution strategies.
Handle objections effectively and inspire trust to close service agreements via phone.
Keep meticulous follow-ups with potential clients in the CRM system.
Collaborate closely with compliance teams, including tax attorneys, to ensure smooth transitions post-sale.
Benefits
Competitive base salary plus uncapped commission opportunities.
Access to warm, high-intent leads daily without cold calling.
Extensive training program and mentorship from seasoned professionals.
Dynamic, professional office environment with clear career advancement paths.
Full Job Description
About the Job
What You'll Do (Responsibilities):
Close Warm Leads: Conduct deep-dive financial consultations with individuals and business owners who have reached out to us struggling with tax debt.
Consultative Selling: Analyze prospective clients' IRS notices, diagnose their tax issues, and present our custom resolution strategies (OIC, Installment Agreements, CNC, etc.) as the ultimate solution.
Build Urgency & Value: Masterfully handle objections, establish deep trust, and close high-ticket service retainers over the phone.
Manage Your Pipeline: Maintain rigorous follow-up with prospective clients in our CRM to ensure no deal slips through the cracks.
Collaborate with Compliance: Work hand-in-hand with our backend tax attorneys and enrolled agents to ensure a seamless hand-off once a deal is closed.
What We Are Looking For (Requirements):
Minimum 1 year of phone sales or retail sales experience. No tax experience required-we provide a comprehensive, world-class training program on tax lingo. You just need a relentless work ethic, a coachable attitude, and a voice that commands authority over the phone.
Excellent communication, active listening, and objection-handling skills.
Resilience and a positive attitude; you view "No" as just a stepping stone to a "Yes."
What's In It For You (Compensation & Benefits):
Competitive Base Salary + Uncapped Commission Structure (Our top closers easily make six figures).
Warm, high-intent inbound leads provided daily-no cold calling random lists.
Comprehensive training and mentorship from industry veterans.
Professional, high-energy, and supportive office culture with clear paths for upward management mobility.
