Inside Sales Representative

4 weeks ago

Irvine, United States Amity One Tax Full time

**INTRO TO AMITY ONE TAX**:
At Amity One Tax, our vision is centered around transforming the way individuals manage their tax-related challenges. Our commitment lies in elevating others, a principle that fuels our every action.

Joining Amity One Tax means more than just working for a company. Our team is dedicated to celebrating achievements and making a real difference in people's financial lives. We are constantly seeking extraordinary people to help us advance our mission of innovating tax resolution.

**ABOUT THE ROLE**:
**WHAT YOU’LL DO**:
Follow up with clients to complete their virtual onboarding
Contact clients to clarify the resolution process, and gather necessary tax information for unfiled returns
Propose improvements to the onboarding process and offer solutions to enhance efficiency and effectiveness
Collaborate with the team to create and update client communication templates
Communicate with clients for additional tax information clarification as needed
Keep CRM updated with accurate notes and case status in alignment with company protocols and procedures
Assist clients with registration and navigation in the client portal
Perform other essential duties as needed or assigned

**WHAT YOU’LL NEED TO HAVE**:
Strong written and verbal communication skills
A background in providing top-tier customer service
Ability to work both independently and as part of a team
Self-driven with a proactive approach
Comfortable in client-facing roles
Capable of maintaining high energy, enthusiasm, and dedication in daily tasks and minimum talk time
Skilled at interacting professionally and effectively with all organizational levels
Proficient in Microsoft Office Suite, Excel, Google Gmail, Calendly, and internal communication tools

Pay: $35,000.00 - $60,000.00 per year

**Benefits**:

- 401(k)
- Paid time off
- Paid training

Experience level:

- No experience needed

Shift:

- 8 hour shift

Supplemental pay types:

- Bonus opportunities
- Commission pay
- Monthly bonus
- Performance bonus
- Weekly bonus

Weekly day range:

- Monday to Friday

Work setting:

- In-person
- Office

Ability to Relocate:

- Irvine, CA 92614: Relocate before starting work (required)

Work Location: In person

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