Jobs at Tax Relief Advocates

Conduct outbound collection calls on delinquent accounts, negotiate payment solutions, process payments, and resolve inbound billing inquiries. Manage billing issues through CRM and merchant portals, handle chargebacks, audit accounts, and reconcile billing information. The role focuses on revenue collection, customer assistance, and achieving performance targets in an onsite environment.

Close warm phone leads for tax relief services by building rapport, handling objections, and guiding clients toward purchase decisions. Record customer notes in CRM software and complete paid training on tax-related offerings. The role offers a base salary, commissions, benefits, and a retention bonus, with schedules running Wednesday through Sunday or Friday through Tuesday.

Assist tax-resolution clients by identifying concerns, handling escalations, offering solutions, coordinating with internal teams, supporting timely case progression, and communicating issues to management. The role requires strong customer service, communication, problem-solving, multitasking, collaboration, and data-handling skills.

Audits live and recorded sales calls in Genesys, scores performance against quality and compliance standards, documents actionable findings, identifies agent and campaign trends, flags regulatory risks, and prepares QA reports for Sales Enablement. The role maintains audit records, supports rubric calibration and coaching initiatives, and protects sensitive consumer financial information while working onsite during sales-floor hours.

Leads financial operations covering billing, payment processing, reconciliations, refunds, chargebacks, merchant relationships, vendors, offshore teams, controls, reporting, and process automation. Oversees the Finance Manager, establishes KPIs and SLAs, improves operational scalability, resolves payment and billing issues, reduces financial leakage, and advises executive leadership on performance and process improvements.

Documents and analyzes end-to-end workflows across departments, facilitates process-mapping sessions, identifies bottlenecks and compliance risks, and recommends improvements. Creates process maps, SOPs, checklists, and job aids; defines success measures, tracks results, and supports implementation, training, and adoption. Partners with Operations, Compliance, Legal, and department leaders to reduce rework, improve cycle times, maintain quality, and meet regulatory requirements.

Provides Level 1 IT support for employees, including onboarding and offboarding, account and license administration, device setup and compliance, application and access troubleshooting, and hardware support. Manages Microsoft Entra ID, Intune, Azure Virtual Desktop, Microsoft 365, security policies, inventory, tickets, documentation, and user training. Supports compliance with WISP and IRS data protection requirements while escalating complex issues and maintaining service records.

As a Junior Client Document Specialist, you'll handle inbound and outbound calls to collect tax documents from clients, ensuring a smooth process and providing exceptional service while using your bilingual skills.

The Sales Closer role involves closing deals, managing client relationships, and working with warm leads to showcase tax solutions, requiring strong phone sales experience.

Support design, training, evaluation, deployment, and monitoring of ML models for document classification, entity extraction, and outcome prediction. Help integrate AI tools into legacy workflows, track metrics (precision/recall/accuracy), assist model versioning and logging, and collaborate across teams while gaining hands-on experience with tax-focused AI systems.

Build and maintain marketing data pipelines, replace spreadsheet workflows with structured databases, automate data cleaning/deduplication and syncing, develop AI-driven reports and dashboards, and collaborate with marketing, AdOps, and engineering to ensure reliable, unified, AI-ready marketing data.

Sales closers are responsible for closing warm leads via phone, overcoming objections, and collaborating with teams to resolve tax debts while earning commissions on sales.

Design, build, deploy, and maintain AI-integrated full-stack web applications, chatbots, and dashboards. Collaborate with ML and backend teams to ensure secure, scalable, high-availability production systems and monitor model outputs and training analytics.

Manage client bookkeeping including reconciling bank and credit card statements, posting journal entries, preparing P&L and balance sheets, analyzing financials, advising clients on compliance, and producing accounting reports while meeting KPIs and maintaining client communication.

The Sales Manager will lead a phone sales team, develop sales strategies, mentor team members, and drive revenue growth, while ensuring data-driven operations and client relationship management.