As an Inbound Sales Representative, you will consult with clients on their tax issues, review their financial information, manage the sales process, and document client interactions in a CRM system.

The Training and Development Specialist delivers in-person training, collaborates with leaders to assess development needs, and ensures effective learning solutions to enhance employee performance.

The Tax Preparation Case Manager guides clients through tax preparation by collecting documentation, communicating updates, and ensuring timely case management.

The Tax Compliance Specialist ensures tax files are accurate and complete for submission. Responsibilities include reviewing documentation, contacting clients for missing information, and preparing cases for tax preparers.

The Client Escalation Specialist ensures client satisfaction, addressing cancellation requests, and improving processes to enhance customer experience while collaborating with departments for resolutions.