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Tax Resolution Specialist

2 months ago


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

About Fresh Tax Solutions

At Fresh Tax Solutions, we are more than just a company; we're a catalyst for positive change in the tax resolution industry. Our mission is to empower taxpayers and revolutionize how they overcome tax challenges. We believe in the power of collaboration and innovation, driven by a commitment to make a lasting impact on our clients' lives.

About The Role

As a Tax Resolution Specialist at Fresh Tax Solutions, you will play a vital role in guiding our clients through their tax resolution journey. This is more than just a sales position—it's an opportunity to be a trusted advisor, helping clients find solutions that improve their financial futures. We are looking for a motivated and solution-oriented consultant who is eager to grow both professionally and personally.

What You'll Do

  • Manage the entire sales cycle from initial contact to closing, handling both inbound and outbound leads.
  • Use engaging scripts 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.
  • 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 are 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.
  • Take on additional responsibilities as assigned by management, contributing to our team's success.

What You'll Need To Have

  • At least 2 years of experience in tax resolution.
  • A strong drive for success and a commitment to providing excellent customer service.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong organizational and time management abilities.
  • Proficiency with CRM software and Microsoft Office Suite.