Tax Resolution Sales

DH Tax And Consulting LLC; Aliso Viejo (CA); Presencial; USD 55.000 - 75.000; Tempo integral

Benefícios oferecidos por esta vaga

Flexible schedule

Paid time off

Employee discounts

Resumo da vaga

DH Tax And Consulting LLC is seeking an experienced Settlement Officer in our Tax Resolutions Department to handle inbound client inquiries and guide individuals through IRS and state tax relief options.

The role offers a steady flow of qualified leads, a signing bonus, and strong earning potential in a high-volume environment for candidates with tax resolution or IRS collections experience.

Qualificações

• Prior tax resolution intake or sales experience is required.
• Knowledge of IRS collections procedures and tax resolution strategies.
• Strong communication, organizational, and interpersonal skills.
• Ability to maintain confidentiality and comply with IRS regulations.

Responsabilidades

• Handle inbound inquiries from prospective tax resolution clients.
• Conduct initial intake and fact-finding calls for IRS/state issues.
• Educate clients on options such as installment agreements, CNC, offers in compromise, penalty abatement.
• Explain the firm’s process and next steps to clients.
• Document client information and hand off to resolution staff.

Conhecimentos

Tax resolution

Intake

Communication

Interpersonal skills

Ethical client communication

IRS collections knowledge

Descrição da vaga

Benefits

• Employee discounts


• Paid time off

Job description

Tax Resolution Settlement Officer

Well-Established Accounting Firm – Tax Resolutions Department

We are a well-established accounting firm seeking an experienced Settlement Officer to handle inbound client inquiries and guide individuals through IRS and state tax relief options.

This role offers a steady flow of qualified leads and strong earning potential for candidates with prior tax resolution or IRS collections experience. We offer a signing bonus and guarantees commensurate with performance in a high volume environment.

Position Overview

The role is responsible for handling inbound calls from prospective clients, conducting preliminary case evaluations, and educating prospective clients on available tax resolution options. This role is critical in setting accurate expectations, qualifying cases, and ensuring a smooth handoff to our case management and resolution teams.

This position is ideal for someone with prior tax resolution sales or intake experience who understands IRS collections, compliance requirements, and ethical client communication.

Key Responsibilities & Qualifications

• Handle inbound inquiries from prospective tax resolution clients with professionalism and discretion


• Conduct initial intake and fact-finding calls to assess IRS or state tax issues, including balances due, notices received, and enforcement actions


• Educate prospective clients on appropriate tax resolution options (e.g., installment agreements, CNC status, offers in compromise, penalty abatement) without making guarantees


• Clearly explain the firm’s process, engagement structure, and next steps


• Accurately document client information and coordinate a smooth handoff to account management or resolution staff


• Maintain strict confidentiality and adhere to IRS regulations and firm compliance standards


• Prior experience in tax resolution intake or sales is required


• Working knowledge of IRS collections procedures and tax resolution strategies


• Strong communication, organizational, and interpersonal skills


• High level of professionalism, integrity, and client service orientation

How to Apply: Please submit your resume and a brief cover letter. We are seeking candidates who are ready to contribute in a professional, client-focused environment and assist individuals in resolving their tax matters effectively.

Job Type: Full-time

Benefits

• Flexible schedule


• Paid time off

Work Location: In person