Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals
Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs
Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience
Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward
Accurately record client interactions and financial information to ensure seamless communication across teams
Meet or exceed sales goals through persistence, organization, and continuous improvement
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About TaxRise
TaxRise transforms lives by helping individuals and families overcome their tax challenges and achieve financial freedom. Since its founding in Southern California in 2017, TaxRise has become the fastest-growing company in the U.S. tax resolution industry. They resolve tax issues with expertise, empathy, and exceptional service for every client. Their straightforward, two-phase approach begins with a free consultation to assess financial situations. In Phase 2, they bring clients up to date on all tax returns. TaxRise offers multiple guarantees, including a 100% guarantee of enrollment in a tax resolution, or a full refund. They protect thousands of clients from the IRS, saving millions of dollars.
How We Work
TaxRise cultivates a spirit of unity, collaboration, and mutual respect. They value diverse perspectives and prioritize client satisfaction. Their vibrant culture is built on trust, creativity, and the belief that every team member's voice matters. You'll find a supportive environment where employees are encouraged to take ownership of their work. TaxRise embraces new ideas, challenges the status quo, and encourages testing and learning for new solutions.
Technology at TaxRise
TaxRise embraces technology to enhance the tax relief process, combining innovative software with a people-first philosophy. Their technology aims to eliminate inefficiencies, make the process more transparent, and provide cutting-edge solutions. This focus allows them to streamline the client journey, making it less complicated and more genuine. Their digital infrastructure utilizes technologies like HSTS, DNSSEC, IPv6, Apache 2.4, and Ubuntu.
Why Join Us
Make a tangible difference in people's lives by providing hope and financial stability.
Join a rapidly growing company that rewards performance with unlimited earning potential.
Work with a steady stream of warm, qualified leads – no cold calling required.
Access advanced tools and a robust support system for efficient, data-driven sales.
Grow your career with clear paths for advancement in a supportive team environment.
Benefits & Perks
Medical, Dental, and Vision Insurance (starting after 60 days)