Resolution Specialist
4 weeks ago
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
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 that’s reshaping the future of tax resolution.
ABOUT THE ROLE:
As a Resolution Specialist, you'll play a pivotal role in our clients' tax resolution journey. Your main responsibility will involve conducting final "close-out" calls, during which you'll comprehensively explain the negotiated resolution program with the IRS. Your primary objective will be to ensure that clients have a clear understanding of the terms, stipulations, and payment arrangements pertaining to their finalized resolution.
WHAT YOU’LL DO:
Conduct "close-out" calls with clients to explain the final resolution program negotiated on their behalf with the IRS and state agencies.
Clearly communicate the terms, stipulations, and payment information, including monthly payment amounts and dates for installment agreements. Provide excellent customer service by addressing any questions or concerns the clients may have regarding their resolution program. Demonstrate empathy and understanding while assisting clients in navigating the complexities of their tax resolution process. Provide guidance and educational support to our clients during the close-out call to help ensure they do not find themselves in the same situation in the future.
Prepare and send follow-up emails and letters containing pertinent details about the finalized resolution program. Collaborate with other team members to ensure a seamless transition from negotiation to the close-out phase for each client. Become an expert in CRM to thoroughly review cases, and recent activity, and properly enter notes adhering to company standards.
Partner with other departments to ensure the client is placed on the best resolution possible and properly navigate the case internally if the client's financial situation has significantly changed.
Consistent time and attendance is crucial not only for operational efficiency and team collaboration, but also to meet the high standards of client needs as this is a client facing role.
Serve as a dedicated advocate for clients, ensuring their needs and concerns are effectively communicated to facilitate resolution and support.
Actively participate in continuous improvement initiatives aimed at enhancing the efficiency and effectiveness of the close-out process, contributing ideas and feedback for process enhancements.
Solicit feedback from clients regarding their close-out experience, actively listening to their input and suggestions for improvement, and incorporating this feedback into process enhancements.
Collaborate with cross-functional teams to address complex client cases and resolve any outstanding issues or concerns in a timely and efficient manner.
We expect all employees to maintain professional and respectful interactions, conduct, and behavior in the workplace and during company functions, in accordance with TaxRise standards.
WHAT YOU’LL NEED TO HAVE:
Prior experience in customer service or client-facing roles.
Strong communication skills with the ability to explain complex concepts in a clear and concise manner.
Proficiency in de-escalation techniques to effectively manage challenging client interactions.
Detail-oriented with excellent organizational skills.
Ability to empathize with clients and provide support during sensitive conversations.
Proficiency in Microsoft Office Suite.
High school diploma or general education degree (GED); or two years related experience and/or equivalent combination of education and experience.
We understand potential comes in many forms. Even if you don’t 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: $20.00 - $22.00 per hour plus commission ($2,000-$3,000 monthly)
The above-range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
At TaxRise, we’re 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-time
Pay: $20.00 - $22.00 per hour
Work Location: In person
-
Tax Resolution Specialist
1 month ago
Irvine, California, United States Amity One Tax Full timeJob Title: Tax Resolution SpecialistWe are a rapidly growing tax firm, Amity One Tax, and we provide comprehensive solutions for IRS concerns, allowing our clients to finally get the relief they have been searching for.Job Summary:As a Tax Resolution Specialist, you will play a crucial role in becoming an expert navigator in the complex world of IRS and...
-
Tax Resolution Specialist
4 weeks ago
Irvine, California, United States TaxRise Full timeTax Resolution Specialist Job DescriptionAt TaxRise, we're dedicated to revolutionizing the way taxpayers navigate their tax challenges. As a Tax Resolution Specialist, you'll play a crucial role in our mission by onboarding new clients, gathering necessary documents, and providing exceptional service throughout the client journey. Your attention to detail...
-
Resolution Specialist
3 weeks ago
Irvine, United States Taxrise Full timeINTRO 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...
-
Resolution Specialist
3 weeks ago
Irvine, United States Taxrise Full timeINTRO 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...
-
Tax Resolution Specialist
1 month ago
Irvine, California, United States Tax Resolution Plus Full timepWeareseekingahighlyskilledbTaxResolutionSpecialist/btojoinourteamatTaxResolutionPlus.Theidealcandidatewillhaveadeepunderstandingoffederaltaxlawsandregulations,aswellasexcellentanalyticalandproblem-solvingskills./ppThebKeyResponsibilities/bofthisroleinclude:/pullibTaxPreparation/b:Prepareindividualandcorporatetaxreturns,includingForm1040,1120,1065,and1041./l...
-
Tax Resolution Specialist
1 month ago
Irvine, California, United States Amity One Tax Full timeJob Overview:Amity One Tax is a leading tax resolution firm recognized for our dedication to quality service and exceptional results. We are seeking ambitious individuals to enhance our sales team as a Resolution Specialist.Key Responsibilities:Consultation: Engage with potential clients to understand their unique tax challenges.Sales Presentation: Tailor...
-
Tax Resolution Specialist
1 month ago
Irvine, United States Amity One Tax Full timeJob Overview:Join one of the tax resolution firms in the country, recognized for our dedication to quality service and exceptional results and become a Resolution Specialist. We foster a straightforward company culture where long-term commitment and career growth are highly valued. As we continue to expand, we are seeking ambitious individuals to enhance our...
-
Tax Resolution Specialist
2 weeks ago
Irvine, United States TaxRise Full time $20 - $22INTRO TO TAXRISE:Do you have the following skills, experience and drive to succeed in this role Find out below.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...
-
Tax Resolution Specialist
3 weeks ago
Irvine, United States Taxrise Full timeINTRO 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...
-
Medical Case Resolution Specialist
4 weeks ago
Irvine, California, United States TaxRise Full timeRole SummaryAt TaxRise, we're committed to revolutionizing the tax resolution process. As a Medical Case Resolution Specialist, you'll play a crucial role in helping us achieve this mission.Key ResponsibilitiesOnboard new clients and gather necessary documents for tax resolutionProvide exceptional service throughout the client journey, ensuring high levels...
-
Resolutions Specialist
3 months ago
Irvine, United States TTEC Full timeBe the spark that brightens days and ignite your career with TTEC's award-winning employment experience. As a Resolutions Specialist working in Irvine, CA, you'll be a part of bringing humanity to business. #experienceTTEC. This position is a hybrid setup, 1-week onsite training attendance is required.Our employees have spoken. Our purpose, team, and company...
-
Debt Resolution Specialist
1 month ago
Irvine, California, United States LeadAdvisors Full timeFinancial Sales Representative Job DescriptionWe are seeking experienced sales professionals to join our team in the Financial Services industry. As a Financial Sales Representative, you will be responsible for generating new business by reaching out to potential clients and selling our financial products and services.Key Responsibilities:Generate new...
-
Tax Resolution Specialist
1 month ago
Irvine, California, United States Amity One Tax Full timeAmity One Tax is seeking a motivated and organized Tax Settlement Officer to join our team. As a key member of our sales team, you will be responsible for engaging with potential clients over the phone to coach and educate them on their tax debt opportunities. You will also be responsible for tailoring and presenting our services to meet each individual's...
-
Tax Resolution Specialist
1 week ago
Irvine, CA, United States TaxRise Full timeINTRO TO TAXRISE: Do you have the following skills, experience and drive to succeed in this role Find out below. 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...
-
Tax Resolution Specialist
2 weeks ago
Irvine, CA, United States TaxRise Full timeINTRO TO TAXRISE:Do you have the following skills, experience and drive to succeed in this role Find out below.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...
-
Tax Resolution Specialist
4 weeks ago
Irvine, California, United States TaxRise Full timeAbout TaxRiseTaxRise is a leading provider of tax resolution services, dedicated to helping individuals and businesses navigate complex tax challenges. Our mission is to deliver exceptional results while providing unparalleled customer service.Job SummaryWe are seeking a highly skilled Case Manager I to join our team. As a Case Manager I, you will be...
-
Debt Resolution Specialist
1 month ago
Irvine, California, United States LeadAdvisors Full timeDebt Settlement Sales RepresentativeWe are a leading financial services provider in the debt relief sector, seeking motivated and hardworking individuals to join our team. As a Debt Specialist, you will be responsible for negotiating payment plans, resolving disputes, and ensuring compliance with state and federal regulations.Key Responsibilities:Manage the...
-
Debt Resolution Agent
4 months ago
Irvine, United States LeadAdvisors Full timeWe seek experienced sales representatives in the finance, debt relief, or personal loan consolidation industry to join our team in the Financial Services industry. As a Financial Sales Representative, you will be responsible for generating new business by reaching out to potential clients and selling our financial products and services. You will work closely...
-
Tax Resolution Specialist
4 weeks ago
Irvine, California, United States TaxRise Inc Full timeAbout the RoleThe Case Manager I is a key position at TaxRise Inc, responsible for onboarding new clients and ensuring their cases are managed effectively throughout the process. This role requires strong communication and organizational skills, as well as the ability to work in a fast-paced environment.Key ResponsibilitiesConduct onboarding calls with new...
-
Property Management Specialist
1 month ago
Irvine, California, United States Indotronix International Corporation Full timeJob SummaryWe are seeking a highly skilled Property Management Specialist to join our team at Indotronix International Corporation. As a key member of our property management team, you will be responsible for supporting our wireless real estate operations in the Southern California market.Your primary duties will include interacting with landlords,...