The Retention Specialist ensures client satisfaction, responds to cancellation requests, and collaborates with departments to improve the client experience through exceptional service.

The Sales Training Manager develops and delivers training on tax resolution, engages new employees, coaches on sales techniques, and evaluates training performance.

As an Inside Sales Representative, you will consult with clients on tax issues, manage sales cycles, maintain CRM records, and meet sales goals.

The Paralegal supports legal operations, handles document preparation, maintains legal files, and conducts research while collaborating with internal teams.

The Sales Coordinator manages client communications and documentation, supports the sales pipeline, and follows up with leads to drive successful client interactions.

The Additional Revenue Retention Specialist focuses on reengaging prospective clients, overcoming objections, and driving conversions through effective communication and lead management strategies.

The Lead IT Support Specialist oversees the IT support team, resolves complex technical issues, improves processes, and partners with leadership to align IT operations with business needs.

The Marketing Data Analyst will manage and implement marketing data tracking across platforms, ensuring proper event tracking and integration. The role involves supporting ad operations, troubleshooting data issues, and enabling lifecycle data for CRM platforms.

The Client Case Manager gathers necessary tax documents, communicates with clients, updates CRM systems, and ensures smooth case progression.

The Tax Preparation Administrator manages correspondence for tax professionals, maintains records, processes Power of Attorney requests, and facilitates communication within the team.