Teams at Guardian Tax

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

Handle 100% warm inbound leads seeking tax relief; conduct consultative phone-based sales conversations, build rapport, present solutions, overcome objections, manage follow-up and pipeline, and consistently meet or exceed monthly sales targets.

Handle inbound calls from individuals seeking tax relief, build rapport, assess needs, present solutions, address objections, follow up, and close sales to meet individual and team targets.