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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.

Handle warm inbound calls from pre-qualified prospects seeking tax relief. Conduct discovery conversations, recommend tailored tax resolution programs, enroll clients, manage opportunities from first contact through close, build trust through empathetic consultation, and meet or exceed sales targets. The role includes paid training, coaching, occasional overtime, evenings, and some weekend work.

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.

Conduct tax investigations with the IRS and state agencies, process Power of Attorney forms, update case records and statuses, manage client caseloads in a CRM, and communicate with taxpayers, tax agencies, and internal teams. The role requires accurate documentation, timely task completion, prioritization, and professional client support in a fully onsite 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.