Teams at Guardian Tax

Handle warm inbound leads from individuals seeking tax relief, understand client needs, explain appropriate solutions, overcome objections, build trust, and close qualified opportunities. The role requires meeting individual and team sales goals in a fast-paced, high-volume, in-office environment. Compensation includes 15% commission, performance bonuses, and benefits.

Handle warm inbound calls from individuals seeking tax relief, assess client needs, recommend appropriate solutions, present and explain services, overcome objections, and close sales. The role requires achieving individual and team sales goals in a fast-paced, high-volume, on-site environment while participating in training, coaching, and performance incentive programs.

Manage client tax-related cases from onboarding through completion, provide regular updates and support, coordinate with enrolled agents and compliance teams, handle multiple deadlines, and meet performance targets while maintaining client satisfaction.