Jobs at TaxRise

Collect, review, and verify clients' tax documents; manage a dedicated caseload; maintain regular client communication; update CRM and track tasks; coordinate workflow with internal teams; prepare engagement letters and provide administrative support to ensure accurate, timely case submissions.

Reengage and convert prospects who started but did not complete enrollment. Manage a pipeline, perform outreach via phone/email/SMS, handle objections, document activity in Salesforce, collaborate with Sales and Client Success, and meet outreach and revenue targets.

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 logging detailed notes in the CRM. Collaborate with Enrolled Agents, Case Managers, and Sales while protecting confidential client information. The role is fully on-site and requires strong organization, communication, and independent work in a high-volume environment.

Manage state and IRS tax investigations and client representation by submitting POAs, updating case files and transcripts, maintaining CRM case notes, coordinating with agencies and internal teams, and handling a large caseload to meet deadlines.

Serve as a senior client experience specialist handling complex escalations and cancellations. De-escalate sensitive conversations, resolve high-priority cases, document outcomes in CRM, identify trends in client feedback, and partner cross-functionally to improve processes and retention.

Handle inbound, warm leads to assess clientstax situations, review documents, recommend resolution programs, manage the sales cycle from discovery to enrollment, document interactions in CRM, and meet sales targets while providing empathetic client support.

Handle inbound calls from warm leads, conduct discovery, review client financial/tax documents, recommend tax resolution programs, manage the sales cycle to enrollment, document CRM interactions, and meet sales goals.

Handle inbound, warm leads to assess clients' tax issues, review financial documents, recommend resolution programs, manage the sales cycle from consultation to enrollment, document interactions in CRM, and meet performance-based sales goals.

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