Sales Representative

Five Star Tax Management; Costa Mesa (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary + commissions

Sign-on bonus

Performance-based bonuses

Paid time off and holidays

Advancement opportunities

Team-oriented environment

Job summary

Five Star Tax Resolution is seeking a Sales Representative to connect with individuals seeking tax relief and guide them through our programs. You will handle inbound and outbound leads, assess client needs, and present tailored solutions to help clients take the first step toward financial freedom.

The role emphasizes clear communication, empathy, and relationship-building. This in-person position is based in Costa Mesa, CA, with opportunities for performance-based bonuses and development.

Qualifications

• Minimum 3 years of proven sales experience in financial services, tax resolution, or related fields.
• Strong communication, listening, and negotiation skills.
• Demonstrated ability to close sales and meet performance targets.
• Professional demeanor and integrity with sensitive financial information.
• Self-motivated and goal-oriented with excellent time management skills.

Responsibilities

• Contact and qualify leads through phone calls, emails, and digital communication.
• Conduct needs assessments to understand each client’s tax situation and financial goals.
• Present and explain Five Star Tax Resolution’s services in a clear, professional, and empathetic manner.
• Build trust and establish long-term client relationships.
• Manage leads efficiently and maintain detailed records in the company CRM system.
• Meet or exceed individual and team sales goals and performance metrics.
• Collaborate with the operations and case management teams to ensure smooth client onboarding.
• Stay updated on IRS programs, tax relief options, and industry trends.

Skills

Sales experience

Communication skills

Negotiation skills

CRM experience

Time management

Tools

Salesforce

HubSpot

Job description

About Five Star Tax Resolution

At Five Star Tax Resolution, we help individuals and businesses find relief from tax challenges with honesty, expertise, and personalized care. Our mission is to provide top-tier tax resolution services while delivering a five-star experience to every client we serve.

Position Summary

The Sales Representative plays a key role in connecting with individuals seeking help with tax issues, understanding their needs, and offering tailored solutions through Five Star Tax Resolution’s programs. This position involves managing both inbound and outbound leads, guiding clients through the sales process, and helping them take the first step toward financial freedom.

Key Responsibilities

• Contact and qualify leads through phone calls, emails, and digital communication.
• Conduct needs assessments to understand each client’s tax situation and financial goals.
• Present and explain Five Star Tax Resolution’s services in a clear, professional, and empathetic manner.
• Build trust and establish long-term client relationships.
• Manage leads efficiently and maintain detailed records in the company CRM system.
• Meet or exceed individual and team sales goals and performance metrics.
• Collaborate with the operations and case management teams to ensure smooth client onboarding.
• Stay updated on IRS programs, tax relief options, and industry trends.

Qualifications

Required

• Minimum of 3 years of proven sales experience, preferably in financial services, tax resolution, or related fields.
• Strong communication, listening, and negotiation skills.
• Demonstrated ability to close sales and meet performance targets.
• Professional demeanor and integrity when handling sensitive financial information.
• Self-motivated and goal-oriented with excellent time management skills.

Preferred

• Experience with CRM software (e.g., Salesforce, HubSpot, or similar).
• Knowledge of IRS resolution programs such as Offer in Compromise, Installment Agreements, or Garnishment Releases.
• Bilingual (English/Spanish) preferred but not required.

Compensation & Benefits

• base salary plus uncapped 5% commissions.
• $10,000 sign-on bonus (paid per company policy upon successful start).
• Performance-based bonuses and incentives.
• Paid time off and company holidays.
• Opportunities for advancement and professional development.
• Supportive, team-oriented environment.

Work Location: In person