The Retention Specialist manages client satisfaction, addresses cancellation requests, de-escalates calls, and collaborates with departments to enhance client experiences.

The Tax Preparation Case Manager manages client documentation for tax preparation, ensures accuracy, communicates with clients, and coordinates workflow for timely resolutions.

Responsible for developing and conducting engaging training programs for new sales employees, focusing on tax resolution strategies and Salesforce usage. Coach staff on sales techniques while customizing programs based on evolving business need and monitoring trainees' performance.

The State Tax Case Manager manages client portfolios during state tax resolution, ensuring smooth communication, document collection, and case management support for tax specialists.

The Tax Resolution Case Manager supports clients through IRS resolution, managing communication, documentation, and collaboration with tax professionals. Responsibilities include educating clients, coordinating case documents, and monitoring case progress.

The HR Assistant supports the People Operations team with administrative tasks, onboarding processes, and HR operations while ensuring data accuracy and compliance.

Oversee daily sales operations and performance, monitor team efficiency, provide coaching, and manage incentive structures for sales reps.

The Administrative Assistant will organize correspondence, handle Power of Attorney requests, maintain records, and facilitate communication within the team.

The Lifecycle Marketing Specialist will manage customer journeys, optimize SMS and email campaigns, and collaborate with various teams to enhance engagement and conversion rates.

The Inside Sales Representative will help clients resolve tax issues through consultations, managing the sales cycle, and leveraging empathy and advocacy in client interactions.

The Creative Strategist will develop and implement bold, performance-driven marketing campaigns, guiding creative vision alongside teams in a collaborative environment.