Tax Resolution Specialist

2 weeks ago


Irvine, California, United States Amity One Tax Full time

About Amity One Tax

At Amity One Tax, our mission is to revolutionize how individuals manage their tax challenges. We are dedicated to empowering others and making a tangible difference in their financial well-being. Our team thrives on celebrating achievements and pushing the boundaries of innovation in tax resolution.

About the Role

As a Tax Relief Sales Representative, you will be the first point of contact for new clients seeking our tax preparation and resolution services. Your primary responsibility is to guide them through the onboarding process, ensuring a seamless and positive experience from start to finish.

Your Responsibilities:

  • Complete client onboarding by following up with them virtually.
  • Clarify the resolution process and gather necessary tax information for unfiled returns.
  • Propose improvements to the onboarding process, focusing on efficiency and effectiveness.
  • Collaborate with the team to create and update client communication templates.
  • Communicate with clients to obtain additional tax information as needed.
  • Maintain accurate records and case status updates in our CRM system.
  • Assist clients with registration and navigation within our client portal.
  • Perform other essential duties as assigned.

What We Look For:

  • Exceptional written and verbal communication skills.
  • A proven track record of providing outstanding customer service.
  • Ability to work both independently and as part of a team.
  • Self-motivated with a proactive approach.
  • Comfortable interacting professionally with clients at all levels.
  • Proficiency in Microsoft Office Suite, Excel, Google Gmail, Calendly, and internal communication tools.


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