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Financial Services
Drive revenue growth through paid acquisition, funnel optimization, and performance measurement for TaxRise's marketing efforts while collaborating cross-functionally.
Financial Services
The Training and Development Specialist delivers training, assesses employee needs, evaluates effectiveness, and recommends improvements to enhance performance and operational efficiency.
Financial Services
The Client Escalation Specialist ensures client satisfaction by resolving cancellation requests, deescalating calls, and collaborating with departments to enhance the client experience.
Financial Services
As an Inbound Sales Representative, you will work with warm leads, guide clients through tax resolution options, and build trust. Responsibilities include managing your sales pipeline and meeting sales targets.
Financial Services
The IT Support Specialist provides technical support for IT systems, troubleshooting hardware and software issues, managing user accounts, and maintaining network performance. This role also involves creating documentation and supporting equipment management.
Financial Services
The Appointment Specialist manages client engagement, assists with documentation, schedules calls, re-engages leads, and maintains records in Salesforce.
Financial Services
The Tax Preparer in Client Services reviews client tax documentation for completeness, engages clients for missing information, and prepares files for tax submission.



