Tax Associate

Optima Financial Group; Santa Ana (CA); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Optima Tax Relief, LLC is seeking a Tax Associate to assist prospective members with enrollment into our two-phased tax resolution program. You will identify root causes of tax liabilities, qualify clients for services, and coordinate with tax resolution staff to help obtain relief.

Role requires participation in on-site training within 90 days, adherence to security protocols, and a customer-focused approach to delivering the best possible experience.

Qualifications

• High school diploma or equivalent.
• 2 years' relevant experience preferred.
• CTEC certification within 90 days of employment.
• Strong written and verbal communication skills.
• Proficient with Microsoft Office and Outlook.

Responsibilities

• Communicate with prospective members regarding their tax problems by phone.
• Assess prospective members’ tax problems and identify the source of their tax liability.
• Qualify prospective members for Optima’s services based on their tax liability.
• Enroll members into the appropriate tax resolution program.
• Maintain security of client information (PII) and complete training onsite as required.

Skills

Communication

Time management

Attention to detail

Team player

Customer service

Education

High school diploma

CTEC certification

Tools

Microsoft Office

Outlook

Job description

POSITION SUMMARYThe 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 & RESPONSIBILITIESThe 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.EDUCATION AND EXPERIENCE REQUIREMENTSHigh 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, & ABILITIESA 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.