Jobs at Guardian Tax

Handle 100% inbound calls from individuals with IRS/tax debt concerns. Conduct consultative discovery, present tax-relief solutions, overcome objections, manage follow-up, and close deals to meet or exceed sales targets. Maintain consistent client communication and participate in training, coaching, and performance-driven sales activities in a high-volume, in-office environment.

Manage a portfolio of client tax cases from onboarding to resolution, provide consistent client communication and support, coordinate with enrolled agents and compliance, handle multiple priorities in a high-volume environment, and meet monthly performance targets.

Handle inbound calls from individuals seeking tax relief, build rapport, assess needs, present solutions, overcome objections, close sales, and meet individual and team quotas using provided warm leads and structured processes.

Handle 100% warm inbound leads from individuals with tax/IRS debt, build rapport, identify needs, present solutions, overcome objections, and close deals to meet individual and team sales goals.

Handle warm inbound calls from individuals needing tax relief. Assess client situations, recommend solutions, build trust, overcome objections, close sales, and meet/exceed sales targets while following company sales processes and coaching.

Prepare individual and business tax returns (W-2, 1099, Schedule C, 1120S, 1120, 1065), handle amended returns, review financials for accuracy and compliance, communicate with clients about documentation and tax positions, and collaborate with internal teams in a high-volume, deadline-driven office.