TaxRise
TaxRise Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers dental insurance
Offers health insurance
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers performance bonuses
Career Growth + Development
Provides customized development tracks
Job training & conferences
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Offers an Employee Assistance Program (EAP)
Offers gym membership
Company Culture
Provides free snacks and drinks
Recently posted jobs
Financial Services
Manage tax-resolution cases by communicating with the IRS and state agencies, submitting Power of Attorney forms, maintaining accurate documentation, uploading IRS transcripts, tracking case progress, and recording case notes in the CRM. Collaborate with Enrolled Agents, Case Managers, and Sales while protecting confidential client information and supporting high-volume team operations.
Financial Services
Handle warm inbound calls from pre-qualified prospects seeking tax relief. Conduct discovery conversations, recommend tailored tax resolution programs, enroll clients, manage opportunities from first contact through close, build trust through empathetic consultation, and meet or exceed sales targets. The role includes paid training, coaching, occasional overtime, evenings, and some weekend work.
Financial Services
Conduct inbound discovery calls with prospective clients, assess their tax and financial situations, recommend suitable tax resolution programs, and manage the full sales cycle through enrollment. Maintain accurate CRM records, handle high call volumes and follow-ups, build trust with clients facing financial hardship, and meet performance-based sales goals in a remote environment.
