Tax Resolution Specialist

2 weeks ago


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

We are a dynamic and fast-growing company that empowers taxpayers to overcome tax challenges. Our mission is to transform the tax resolution industry through collaboration and innovation.

The Role

We are seeking a motivated and solution-oriented Inside Sales Representative to join our team. As a trusted advisor, you will guide our clients through their tax resolution journey, providing personalized solutions to improve their financial futures.

Key Responsibilities
  • Manage the sales cycle from initial contact to closing, with both inbound and outbound leads.
  • Use engaging scripts to educate potential clients about our services and benefits.
  • Tailor your communication style to connect with clients and meet their specific needs.
  • Develop a deep understanding of our programs and services to offer personalized solutions.
  • 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
  • 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.

Pay Range: $17.00 per hour full-time (40 hours per week). Plus the potential to earn a monthly commission of $3,000 - $9,000.

We are an equal opportunity employer and provide equal employment opportunities to all, regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other basis protected by law.



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