Case Strategist Sales Representative

Polston Tax Resolution & Accounting; United States; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K with employer match

Paid holidays

Paid time off / PTO

Volunteer events

Job summary

Polston Tax Resolution is seeking a Case Strategist Sales Representative. The ideal candidate must be a licensed attorney, CPA, and/or IRS Enrolled Agent with tax-resolution and sales experience.

You’ll interact with the public, outline solutions for IRS/state issues, and develop strategies to grow the client base in a fast-paced, entrepreneurial environment. Salary range is $100K-$150K with base salary and uncapped commissions.

Qualifications

• Active professional license (Attorney, CPA or Enrolled Agent)
• Minimum 3 years in tax resolution with a sales role
• Proven ability to interact with the public and generate new business

Responsibilities

• Meet with prospective and current clients to outline solutions for IRS/state tax issues
• Develop monthly strategies to meet/exceed personal and firm goals
• Persuade prospective clients on the benefits of the firm’s services
• Collect and review documentation for new prospects and clients
• Follow up with prospects via email/phone and other channels
• Maintain client relationships to drive repeat business
• Coordinate with team to ensure excellent client service and address concerns

Skills

Sales experience

Communication skills

Client relationship building

Negotiation

Education

Licensed attorney

CPA

IRS Enrolled Agent

Tools

CRM software

Job description

All Jobs > Case Strategist Sales Representative

Polston Tax Resolution is seeking a Case Strategist Sales Representative. Ideal candidate must be a licensed attorney, CPA, and/or an IRS Enrolled Agent who has experience in tax resolution and sales, who loves interacting with the public, has a strong drive to succeed, and dreams of adding value to the firm!

You will have the ability to work independently in a high energy, fast-paced, dynamic, and entrepreneurial environment. No more prepping for court or negotiating with the IRS or state! Instead, your days will be split between time at your desk and time in front of clients. The heart of this role is meeting with a wide variety of current and prospective clients to outline solutions to their pressing IRS and state tax issues! You will have the opportunity to develop and implement prospective strategies to gain new business and grow the existing client base.

*Salary range: $100K-$150K. Base salary & uncapped commissions

Who Are We?

For over two decades Polston Tax Resolution has revolutionized the ethical standard of the tax resolution industry across the nation! As a result of the high level of integrity we have built, clients from across the country retain our firm! Polston Tax Resolution was founded with the mission of helping people escape the nightmare of owing back taxes. Today, the firm not only services people who owe back taxes to the IRS or state but also boasts a full-service tax and accounting firm.

What Will You Do?

The Case Strategist meets with prospective and current clients to find a solution to their state and/or IRS tax issues.

• Immerse yourself in Polston Tax Resolution services and operational procedures, becoming a true expert.


• Develop a monthly strategy for meeting and exceeding individual and the firm’s goals and objectives.


• Utilize persuasive communication techniques to highlight the benefits of Polston Tax Resolution services to potential clients, tailoring your approach to meet their unique needs.


• Collect, review, and prepare documentation for new prospects and clients.


• Follow up with prospective clients through email, phone calls, and other communication channels in a timely manner.


• Foster strong relationships with clients, ensuring their satisfaction and in turn generating repeat business.


• Collaborate with the Polston Tax Resolution team when needed to guarantee excellent customer service and address any client concerns.


• Maintain the customer database with accurate, up-to-date information on past, current, and potential clients.


• Perform other job-related duties as assigned.

What Do You Need?

• Actively licensed Attorney, CPA and/or IRS Enrolled Agent.


• Minimum of 3 years’ of tax resolution industry in a sales role.


• Equipment, such as computer, phone, etc. needed to perform assigned work tasks.


• Internet - a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps for optimal performance.


• Knowledge of accounting and tax preparation experience, preferred.


• Capacity to act with a high level of integrity, professionalism, and confidentiality.


• Strong communication skills and the ability to present a positive first impression that will allow prospective clients to connect with you and have confidence in the firm.


• Exceptional interpersonal, negotiation, and conflict resolution skills with great follow up.


• Strong work ethic that is self-motivated and driven to meet and exceed personal goals.


• Ability to complete an assortment of competing responsibilities each day


• Satisfactory background and reference checks.

What Can We Give You?

A collaborative, team-based work atmosphere - we bring our best selves to the table and work together to impact the lives of our clients every day.

• Paid volunteer events - we create an environment that supports and values the importance of giving back and serving others.


• Fun company-sponsored events - a great way to get to know each other better.


• Investment in employees - we pride ourselves on giving our employees the chance to grow their careers.


• Caring for Your Whole Well Being - our benefits package is designed with your well-being in mind. We offer medical, dental, and vision insurance in addition to short- and long-term disability, life insurance, pet insurance, and a gap plan through Aflac to eligible employees.


• Additional benefits - paid time off (PTO) such as sick days and vacation days, paid holidays, 401K which includes matching when eligible.


• Competitive Salary - a pay range that considers skills, experience, and education. Salary range: $100K-$150K. Base salary & uncapped commissions