Jobs at TaxRise

Full-cycle recruiting support including sourcing, screening, interview coordination, and onboarding preparation. Manage candidate experience, conduct pre-screen interviews, host in-person interviews, maintain records in Greenhouse ATS, partner with hiring managers to move pipelines, and contribute to employer branding and job description creation.

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 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.

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 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.

Manage client pipeline from enrollment through post-investigation follow-ups: assist clients with portal documentation, verify payments/signatures, schedule calls, re-engage aged leads, maintain CRM records (Salesforce), perform case audits, collaborate with internal teams, and support operational/admin tasks to keep the sales workflow moving.

Support Tax Preparers and Coordinators by entering client data, verifying and submitting tax returns, monitoring e-file status, maintaining CRM case documentation, organizing signed returns, and ensuring confidentiality and timely completion.

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.

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.

Serve as primary client contact handling high-volume inbound calls, emails, texts, and occasional chat. Drive document collection and case progress, review submissions for completeness, maintain accurate CRM records, track and resolve tickets, and escalate issues to leadership. Deliver empathetic, compliant service focused on first-call resolution and strong customer satisfaction.

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.