Tax Resolution Sales

FEDERATED TAX RELIEF INC
  • Aliso Viejo, CA
  • Full-time
3 days ago

Job Description

Benefits:
  • Employee discounts
  • Paid time off

About the Role:
Federated Tax Relief Inc is looking for a driven and persuasive Tax Resolution Sales professional to join our team in Aliso Viejo, CA. This is an exciting opportunity to make a real difference in clients' lives by helping them navigate complex tax challenges and find lasting financial relief. If you thrive in a fast-paced sales environment and have a passion for helping people, we want to hear from you!



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, including follow-up calls 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 client onboarding
  • Meet and exceed monthly sales quotas and revenue targets
  • Build long-term client relationships through trust, transparency, and consistent communication
Requirements:
  • Proven sales experience, preferably in tax resolution, financial services, or a related field
  • Strong understanding of IRS tax relief programs and resolution strategies is a plus
  • Excellent communication, negotiation, and closing skills
  • Self-motivated with the ability to work independently and as part of a team
  • Experience using CRM platforms to manage leads and track sales activity
  • High school diploma required; college degree or tax/financial background preferred
  • Ability to handle sensitive financial information with discretion and professionalism
About Us:
Federated Tax Relief Inc is a trusted tax resolution firm based in Aliso Viejo, CA, dedicated to helping individuals and businesses resolve their IRS and state tax issues with confidence. Our clients count on us for expert guidance, compassionate service, and real results that bring financial peace of mind. Our team enjoys a supportive, high-energy culture where hard work is recognized and rewarded.

Numbers & Facts

LocationAliso Viejo, CA
Job TypeFull-time

Skills

  • Case Managementunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Trainingunmatched
  • Exceeded Sales Goalunmatched
  • Financial Servicesunmatched
  • High School Diplomaunmatched
  • Lead Managementunmatched
  • Negotiation Skillsunmatched
  • Onboardingunmatched
  • Persuasion Skillsunmatched
  • Record Keepingunmatched
  • Revenue Planningunmatched
  • Salesunmatched
  • Sales Pipelineunmatched
  • Sales Prospectingunmatched
  • State Taxunmatched
  • Tax Accountingunmatched
  • Team Playerunmatched

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