TaxRise

Sales

• Conduct thorough discovery calls with inbound leads to understand tax issues, financial situations, and goals
• Review client-provided documents and system data, including transcripts, wage records, and prior tax returns
• Recommend customized tax resolution programs
• Own the full sales process from consultation through enrollment
• Build trust by listening to clients’ concerns and clearly explaining solutions
• Accurately document client interactions and financial information in CRM systems
• Meet or exceed sales goals through persistence, organization, and continuous improvement
• Work with warm, same-day inbound leads; no cold calling

Sales Representative

• Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals
• Review client-provided documents and system data, including transcripts, wage records, and prior tax returns
• Recommend customized tax resolution programs
• Own the full sales process from consultation to enrollment
• Ensure a smooth and professional client experience
• Build trust by listening to clients’ concerns and clearly explaining solutions
• Record client interactions and financial information accurately in the CRM
• Meet or exceed sales goals through persistence, organization, and continuous improvement
• Handle warm, same-day inbound calls from clients seeking tax solutions

• Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals
• Review client-provided documents and system data, including transcripts, wage records, and prior tax returns
• Recommend customized tax resolution programs
• Own the full sales process from consultation to enrollment
• Ensure a smooth and professional client experience
• Build trust by listening to clients’ concerns and clearly explaining solutions
• Accurately record client interactions and financial information in the CRM
• Meet or exceed sales goals through persistence, organization, and continuous improvement