Tax Resolution Specialist

4 days ago

Santa Ana, California, United States Fresh Tax Solutions Full time
About the Role

We are seeking a highly motivated and results-driven Tax Resolution Specialist to join our dynamic team at Fresh Tax Solutions. As a key member of our sales team, you will play a crucial role in guiding our clients through their tax resolution journey, providing expert guidance and support to help them achieve their financial goals.

Key Responsibilities
  • Manage the entire sales cycle from initial contact to closing, with both inbound and outbound leads.
  • Develop and maintain a deep understanding of our tax resolution services and programs to offer personalized solutions to clients.
  • Use engaging communication skills to educate potential clients about our services, showcasing the benefits and value we provide.
  • Tailor your communication style to connect with clients and meet their specific needs.
  • Drive new business growth through proactive outbound calls and emails.
  • Maximize client value by identifying upsell opportunities and reinforcing the benefits of our services.
  • Maintain accurate records of all interactions in our CRM system.
  • Follow up with clients to ensure they're satisfied and progressing with their agreements.
  • Collaborate with team members to share insights, strategies, and best practices.
  • Apply a consultative approach to explain how our solutions can meet client needs.
  • Efficiently manage your schedule to consistently meet or exceed monthly sales goals.
Requirements
  • At least 2 years of experience in tax resolution.
  • A strong drive to succeed, coupled with a positive attitude and excellent interpersonal skills.
  • Proven ability to close deals effectively.
  • Proficiency with customer information systems and software, including Microsoft Office.
  • Strong time management skills, with the ability to juggle multiple priorities and follow up with clients promptly.
  • Problem-solving acumen and the ability to handle unexpected challenges constructively.
  • Analytical and mathematical skills that support sound decision-making.
  • Initiative and a sense of urgency in driving tasks to completion.
  • Independence and the ability to execute tasks with minimal oversight, demonstrating strong decision-making and application skills.
  • Proficiency in CRM systems and Microsoft Office Suite.
  • Exceptional communication skills, including written, verbal, and listening abilities.
  • Ability to work independently while thriving in a collaborative environment.
  • Spanish language skills are a plus.
What We Offer
  • Competitive hourly rate of $17.00 per hour full-time (40 hours per week).
  • The potential to earn a monthly commission of $3,000 - $9,000.
  • Generous Paid Time Off, including vacation, sick days, and holidays.
  • Wellness Days to support your overall well-being.
  • A 401(k) retirement plan to help you plan for your future.
  • Professional Development Programs to foster your growth and career advancement.
  • Access to our gaming lounge for relaxation and fun.
  • Exciting quarterly company outings to celebrate our successes together.
  • Catered meals every Friday to enjoy with your colleagues.

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