Resolution Officer - Tax Relief

American Tax Defense; Santa Ana (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Paid parking

Paid training

Gym access

Job summary

American Tax Defense in Santa Ana, CA is seeking a high-performing closer to join our sales team. You will conduct consultations with prospects facing IRS/state tax concerns, identify needs, present relief options, and close enrollments.

You will thrive in a performance-driven environment with six-figure earning potential, paid training, and growth opportunities within a supportive team. Manage a robust pipeline in Salesforce and consistently hit targets.

Qualifications

• Proven track record as a closer in high-ticket sales.
• Experience selling tax relief or financial services is preferred.
• Strong phone-based selling and objection handling skills.

Responsibilities

• Conduct consultations with qualified prospects facing IRS and state tax concerns.
• Identify client needs and potential resolution options.
• Present applicable tax relief services, pricing, eligibility requirements, and next steps.
• Build rapport and establish trust with individuals dealing with sensitive financial situations.
• Handle objections, negotiate, and close qualified opportunities.

Skills

Proven closer

Tax relief sales

Phone sales

Objection handling

Pipeline management

Tools

Salesforce CRM

Job description

WE'RE NOT HERE TO PLAY SMALL:

• At American Tax Defense, we don't hire average. We build high-performing sales teams.
• We're looking for driven, ambitious, and results-oriented closers who know how to turn qualified opportunities into enrolled clients.

If you're looking for a job where you can coast through the day, this isn't for you. If you want serious earning potential, a competitive team, and a career where your performance matters, keep reading!

WHAT WE DO:

• At American Tax Defense, we help individuals navigate IRS and state tax issues by connecting them with tax resolution services that fit their circumstances and eligibility.

You'll work with qualified prospects who need guidance, understand their options, and are looking for a path forward. Your job is to build trust, present the solution, and close the deal.

WHAT'S IN IT FOR YOU?

• High Earning Potential – Competitive compensation with the opportunity to earn six figures based on performance.
• Qualified Sales Opportunities – Focus on consultations and closing rather than cold prospecting.
• Paid Training – Learn our services, sales processes, and enrollment procedures.
• Growth Opportunities – Strong performers have the opportunity to grow with the company.
• Performance-Driven Culture – High standards, clear goals, and recognition for results.
• Team Environment – Work alongside sales and case management professionals focused on client service and business growth.

WHAT YOU'LL DO:

• Conduct consultations with qualified prospects facing IRS and state tax concerns.
• Identify client needs, financial circumstances, and potential resolution options.
• Present applicable tax relief services, pricing, eligibility requirements, and next steps.
• Build rapport and establish trust with individuals dealing with sensitive financial situations.
• Handle objections confidently, negotiate effectively, and ask for the sale.
• Close qualified prospects and guide them through enrollment and required documentation.
• Maintain consistent follow-up to maximize conversion opportunities.
• Manage an active sales pipeline and keep accurate records in Salesforce or other CRM systems.
• Meet and exceed daily, weekly, and monthly sales targets.
• Coordinate with lead generation and case management teams to support a smooth client transition.
• Follow company policies, compliance requirements, and applicable laws and regulations.

WHO YOU ARE:

• A proven closer who knows how to turn qualified opportunities into sales.
• Experienced in tax relief, tax resolution, financial services, or high-ticket sales.
• Confident on the phone and skilled at building rapport quickly.
• Strong at handling objections, negotiating, and asking for the sale.
• Motivated by performance goals, commissions, and the opportunity to increase your earnings.
• Organized and consistent with follow-ups, documentation, and pipeline management.
• Professional, accountable, and comfortable working in a fast-paced sales environment.
• Focused on delivering results while communicating honestly and responsibly with clients.

Preferred Experience:

• Tax relief sales.
• IRS or state tax resolution.
• Tax settlement services.
• Financial services or other high-ticket sales environments.

WHO YOU'RE NOT:

• Someone who waits for opportunities to close themselves.
• An excuse maker who blames the leads.
• Afraid to handle objections or ask for the sale.
• Someone who avoids follow-ups or neglects their pipeline.
• Content with average results when there's room to improve.

THE BOTTOM LINE:

• We've got the services, the sales process, and the team. We're looking for the right closer to help drive results.

If you know how to build trust, handle objections, and close qualified opportunities, your earning potential is in your hands.

BENEFITS:

• Paid parking.
• Paid training.
• Gym access.

THIS IS NOT A REMOTE POSITION:

• Santa Ana, CA 92707.

ABILITY TO RELOCATE:

• Must be willing to relocate to Santa Ana, CA, before starting work if not already within commuting distance.