Teams 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.