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Reviews client tax documents for completeness, accuracy, and readiness for licensed tax preparers. Contacts clients to obtain missing information, explains requirements, maintains CRM case records, manages a caseload, and escalates complex tax situations. The role supports self-employed individuals, business owners, and clients with property or asset sales. It is fully on-site and does not prepare or file tax returns.

Reviews and validates client tax documents, identifies missing or inconsistent information, and contacts clients to complete files. Maintains accurate CRM records, manages a caseload, explains requirements and timelines, and advances complete cases to licensed tax preparers for filing. Requires tax preparation or documentation review experience, tax knowledge, strong communication, attention to detail, and active CTEC registration or a PTIN/CAF number. This role does not prepare or file returns.

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.

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.