Jobs at TaxRise

Manages complex client escalations and cancellation requests, de-escalates concerns, negotiates tailored solutions, and supports client retention. Documents cases in CRM and ticketing systems, identifies feedback trends and root causes, and partners with Sales, Client Care, and Operations to improve processes and client experience.

Conduct inbound sales calls with warm, pre-qualified prospects seeking tax relief. Representatives assess client needs, recommend tailored tax resolution programs, build trust through consultative conversations, enroll clients, manage opportunities from first contact through close, and meet or exceed sales targets. The role includes paid training, coaching, uncapped commission, and occasional overtime during evenings and weekends.

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.

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.

Conduct inbound discovery calls, review clients’ tax and financial information, recommend tax resolution programs, manage the full enrollment sales cycle, document interactions in CRM systems, and achieve performance-based sales goals while providing empathetic client guidance.

Conduct inbound discovery calls, assess clients’ tax and financial information, recommend 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 consistently meet performance-based sales goals in a remote environment.

Serves as the day-to-day People partner for employees and managers, handling employee relations, investigations, performance coaching, leave and accommodation administration, and workplace compliance. Builds dashboards, conducts exit interviews and engagement surveys, analyzes turnover, maintains policies, and delivers manager onboarding and training. The role requires sound judgment, discretion, employment-law knowledge, and strong coaching skills. It is fully on-site and offers a $75,000–$85,000 base salary plus a 5% quarterly bonus opportunity.