Inside Sales Consultant — Tax Relief (No Cold Calling)

Community Tax, LLC; Chicago (IL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Base pay + uncapped commissions

No cold calling

Industry-leading training

Career growth opportunities

Mission-driven work

Job summary

Community Tax, LLC is seeking a Case Analyst - Inside Sales Consultant in Chicago to guide prospective clients through our two-phase tax resolution process. You’ll handle inbound inquiries, explain options, and enroll clients into Phase One while coordinating with the Resolution Team for Phase Two.

The role emphasizes consultative sales, financial discovery, and client advocacy with a focus on building trust and delivering relief from tax burdens.

Qualifications

• Previous inside sales experience in financial services or consultative closing roles.
• Strong listening, empathy, and ability to translate complex financial matters.
• Comfort conducting detailed financial intake conversations.
• Excellent communication and client-first mindset.
• Resilient in a competitive sales environment.
• Familiarity with CRM systems and structured sales processes.
• Bilingual Spanish/English is a plus.

Responsibilities

• Engage inbound leads and referrals (NO COLD CALLING), listening to their tax challenges with empathy and professionalism.
• Explain our two-phase process and how our team can help resolve IRS and state tax issues.
• Gather critical financial and personal details to determine program eligibility and next steps.
• Enroll clients into Phase One, setting realistic expectations and securing their commitment.
• Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two.
• Collaborate across tax professionals and leadership to ensure a smooth client handoff.
• There is NO COLD CALLING.

Skills

Inside sales experience

Financial services experience

Consultative closing

Active listening

Client-focused

Bilingual Spanish/English (plus)

CRM proficiency

Tools

CRM systems

Job description

Community Tax, LLC is seeking a Case Analyst - Inside Sales Consultant in Chicago to guide prospective clients through our two-phase tax resolution process. You’ll handle inbound inquiries, explain options, and enroll clients into Phase One while coordinating with the Resolution Team for Phase Two.

The role emphasizes consultative sales, financial discovery, and client advocacy with a focus on building trust and delivering relief from tax burdens.