Jobs at TaxRise

The People Operations Supervisor oversees HR functions including employee relations, payroll compliance, benefits administration, onboarding, and HR technology management, while supervising a team.

Provide on-site technical support and help-desk services, troubleshoot hardware/software and network issues, manage onboarding/offboarding, monitor infrastructure (servers, networks, backups), maintain hardware inventory, and support strategic IT service initiatives.

Reengage prospective clients who paused after initial contact to convert dormant leads. Conduct outreach via phone, email, and SMS, handle objections, document interactions in Salesforce, collaborate with Sales and Client Success, and meet outreach and revenue targets.

Handle inbound phone leads to evaluate clients' tax issues, review financial documents, recommend resolution programs, manage the sales process from consultation to enrollment, document interactions in CRM, and meet sales targets while providing empathetic client support.

Handle warm inbound leads, run discovery calls, recommend and enroll clients into tax resolution programs, manage pipeline from first call to close, build trust using a consultative empathetic approach, and consistently meet or exceed sales targets.

Handle inbound, warm leads by conducting discovery calls, reviewing tax and financial documents, recommending resolution programs, and closing enrollments. Maintain CRM records, meet sales goals, and provide empathetic client advocacy in a high-volume remote phone-sales environment.

Handle inbound, warm sales calls to assess clients' tax issues; review financial documents; recommend and enroll clients in tax resolution programs; manage full sales cycle; document interactions in CRM; meet or exceed sales goals while providing empathetic client support.

The Billing Operations Manager leads collections, focusing on recovering accounts and client retention, while overseeing agents and implementing best practices for increased efficiency.

The Tax Preparer in Client Services reviews client tax documentation for completeness, engages clients for missing information, and prepares files for tax submission.

The Sales Coordinator engages clients, aids in documentation, schedules calls, and maintains CRM records, ensuring smooth sales operations.

The Client Success Representative will resolve complex client escalations, improve processes, and enhance client satisfaction through effective communication and critical thinking.