Teams 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.