Teams at TaxRise

Reviews client tax documents for completeness, accuracy, and readiness for licensed tax preparers. Contacts clients to obtain missing information, explains requirements, maintains CRM case records, manages a caseload, and escalates complex tax situations. The role supports self-employed individuals, business owners, and clients with property or asset sales. It is fully on-site and does not prepare or file tax returns.

Manages complex client escalations and cancellation requests, de-escalates concerns, negotiates tailored solutions, and supports client retention. Documents cases in CRM and ticketing systems, identifies feedback trends and root causes, and partners with Sales, Client Care, and Operations to improve processes and client experience.

Conduct inbound sales calls with warm, pre-qualified prospects seeking tax relief. Representatives assess client needs, recommend tailored tax resolution programs, build trust through consultative conversations, enroll clients, manage opportunities from first contact through close, and meet or exceed sales targets. The role includes paid training, coaching, uncapped commission, and occasional overtime during evenings and weekends.