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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.

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.

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.

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.

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.