Tax Associate

Optima Tax Relief; Santa Ana (CA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Optima Tax Relief, LLC in Santa Ana, CA seeks a Tax Associate to respond to inquiries from prospective members seeking financial counseling and tax resolution support. The role may operate on-site in Santa Ana or remotely from other states and reports to the Associate Director, Sales.

You will guide members through enrollment in Optima's two-phased tax program and coordinate with tax resolution staff to help clients achieve relief.

Qualifications

• High school diploma or equivalent is required.
• CTEC certification must be obtained within 90 days of employment.
• Two years of relevant experience preferred.

Responsibilities

• Communicate with prospective members regarding their tax problems via calls.
• Assess prospective members’ tax problems with predetermined questions.
• Qualify prospective members for Optima’s services based on tax liability.
• Attend training on-site during 90-day probationary period.
• Participate in Optima culture events and activities.
• Protect client PII following company protocols.
• Perform other duties as assigned.

Skills

Organizational skills

Time management

Written communication

Communication skills

Team player

Education

High school diploma or equivalent

CTEC certification

Tools

Microsoft Office

Outlook

Job description

Position Summary

The 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, Sales. This role responds to inquiries from prospective members looking for financial counseling and tax resolution assistance. The role assists new members with enrollment into Optima's two-phased tax resolution program. This position works with prospective members to help identify the root of their tax problem, qualifying them for Optima's various services, enrolling members to the service(s) that will help achieve the best possible resolution, and forwarding them to our tax resolution staff who help our members 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 members regarding their tax problems via outbound or inbound telephone calls.
• Assess prospective members’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Qualify prospective members for one of Optima’s various services based on their tax liability.
• Attend training on-site during 90-day probationary period.
• Actively participate in Optima culture events and activities.
• Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
• Other duties as assigned.

Position Summary

The 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, Sales. This role responds to inquiries from prospective members looking for financial counseling and tax resolution assistance. The role assists new members with enrollment into Optima's two-phased tax resolution program. This position works with prospective members to help identify the root of their tax problem, qualifying them for Optima's various services, enrolling members to the service(s) that will help achieve the best possible resolution, and forwarding them to our tax resolution staff who help our members 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

The essential functions include, but are not limited to the following:

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

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

Qualifications

EDUCATION AND EXPERIENCE REQUIREMENTS

• High school diploma or equivalent education required.
• 2 years' relevant experience preferred.
• Must obtain a CTEC certification within 90 days of employment. The company will provide the necessary materials and training to support certification completion.

Knowledge, Skills, & Abilities

• A positive mindset and "get-it-done" attitude.
• Excellent organizational, time-management, written, and communication skills.
• Strong work ethic and commitment to excellence.
• Meticulous attention to detail and high sense of accountability.
• Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook).
• Strong ability to multi-task.
• Team player.
• Able to work in a fast-paced, high-energy environment.