Inside Sales Representative

Optima Tax Relief; Santa Ana (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Optima Tax Relief, LLC ("Optima") is seeking a Senior Tax Associate based in Santa Ana, CA or able to work remotely from other states. The role handles inquiries from prospective clients seeking financial counseling and tax resolution services, guiding enrollment into Optima's two-phased program.

You will identify root causes of tax problems, qualify clients for services, coordinate with tax resolution staff, and help deliver an excellent client experience while upholding security of personal

Qualifications

• Excellent communication with prospective clients.
• Ability to ask predetermined questions to identify tax liabilities.
• Capacity to qualify clients for Optima services.
• Commitment to safeguarding client PII.

Responsibilities

• Respond to inquiries via outbound or inbound calls.
• Assess client tax problems using prescribed questions.
• Qualify clients for Optima services.
• Attend on-site training during probation.
• Protect client PII following company protocols.

Skills

Communication

Client intake

Questioning

PII security

Job description

Position SummaryThe Senior Tax Associate for Optima Tax Relief, LLC (“Optima”) operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports directly to the Associate Director of Sales. This role responds to inquiries from prospective clients looking for financial counseling and tax resolution assistance. They assist new clients with enrollment into Optima's two-phased tax resolution program. This position works with prospective clients to help identify the root of their tax problem, qualifying them for Optima's various services, enrolling clients to the service(s) that will help achieve the best possible resolution, and forwarding them to our tax resolution staff. They help our clients obtain relief from their most pressing tax problems. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.

Essential Duties & Responsibilities

• Communicate with prospective clients regarding their tax problems via outbound or inbound telephone calls.
• Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Qualify prospective clients for one of Optima’s various services based on their tax liability.
• Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Attend training on-site during 90-day probationary period.
• Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
• Other duties as assigned.

Position SummaryThe Senior Tax Associate for Optima Tax Relief, LLC (“Optima”) operates from separate locations: on-site at our Santa Ana, CA location or remotely from other states, and reports directly to the Associate Director of Sales. This role responds to inquiries from prospective clients looking for financial counseling and tax resolution assistance. They assist new clients with enrollment into Optima's two-phased tax resolution program. This position works with prospective clients to help identify the root of their tax problem, qualifying them for Optima's various services, enrolling clients to the service(s) that will help achieve the best possible resolution, and forwarding them to our tax resolution staff. They help our clients obtain relief from their most pressing tax problems. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.