Consultative Tax Resolution Specialist

Socket.dev; Chicago (IL); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

No cold calling

Lead generation by marketing

Base salary + commission

Job summary

Community Tax in Chicago is seeking an Inside Sales Case Analyst to be the first voice for prospective clients seeking help. You’ll conduct consultations to understand their tax challenges, explain our two-phase process, and guide them toward resolution.

This role blends consultative sales, financial discovery, and client advocacy—perfect for someone who thrives on building trust, uncovering needs, and closing meaningful business.

Qualifications

• Experience in inside sales or client relations, preferably in financial services or consultative closing roles.
• Strong listening, empathy, and ability to translate complex financial matters into clear solutions.
• Comfort with detailed financial intake conversations.
• Familiarity with CRM systems and structured sales processes.

Responsibilities

• Connect & Consult: Engage inbound leads and referrals (NO COLD CALLING), listening to their tax challenges with empathy and professionalism.
• Educate & Guide: Clearly explain our two-phase process and how our team can help resolve IRS and state tax issues.
• Qualify & Assess: Gather critical financial and personal details to determine program eligibility and next steps.
• Close with Confidence: Enroll clients into Phase One, setting realistic expectations and securing their commitment.
• Build Trust Early: Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two.
• Collaborate Across Teams: Work hand-in-hand with tax professionals, case advocates, and leadership to ensure a smooth client handoff.
• There is NO COLD CALLING

Skills

Inside sales

Client relations

CRM systems

Structured sales process

Bilingual English/Spanish (a plus)

Tools

CRM software

Job description

Community Tax in Chicago is seeking an Inside Sales Case Analyst to be the first voice for prospective clients seeking help. You’ll conduct consultations to understand their tax challenges, explain our two-phase process, and guide them toward resolution.

This role blends consultative sales, financial discovery, and client advocacy—perfect for someone who thrives on building trust, uncovering needs, and closing meaningful business.