Tax Relief Sales Specialist - Empower Clients

FEDERATED TAX RELIEF INC; Aliso Viejo (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Employee discounts

Paid time off

Job summary

Federated Tax Relief Inc is seeking a driven Tax Resolution Sales professional in Aliso Viejo, CA. You will navigate clients through IRS programs and tailor relief solutions, driving revenue in a fast-paced sales environment.

The role emphasizes persuasive communication, closing skills, and the ability to manage a client pipeline with CRM tools. A HS diploma is required, with preferred college background in tax/financial fields.

Qualifications

• Proven sales experience, preferably in tax resolution or financial services.
• Strong understanding of IRS relief programs is a plus.
• Excellent communication, negotiation, and closing skills.
• Self-motivated with ability to work independently and as part of a team.
• Experience using CRM platforms to manage leads and track activity.

Responsibilities

• Consult with prospective clients to assess their tax liabilities and present tailored tax resolution solutions.
• Drive new business through inbound and outbound sales efforts with follow-up and lead conversion.
• Educate clients on IRS programs such as Offers in Compromise, Installment Agreements, and Penalty Abatement.
• Manage a pipeline of prospects and maintain accurate records in CRM software.
• Collaborate with tax professionals and case managers to ensure smooth onboarding.
• Meet and exceed monthly sales quotas and revenue targets.
• Build long-term client relationships through trust and transparent communications.

Skills

Sales experience

IRS tax relief knowledge

Closing skills

Independent worker

CRM proficiency

HS diploma

Education

High school diploma

College degree or tax/financial background preferred

Tools

CRM software

Job description

Federated Tax Relief Inc is seeking a driven Tax Resolution Sales professional in Aliso Viejo, CA. You will navigate clients through IRS programs and tailor relief solutions, driving revenue in a fast-paced sales environment.

The role emphasizes persuasive communication, closing skills, and the ability to manage a client pipeline with CRM tools. A HS diploma is required, with preferred college background in tax/financial fields.