Senior Tax Associate 1

OPTIMA TAX RELIEF IS HIRING INSIDE SALES REPRESENTATIVES!

As the largest and most respected tax relief firm in the country, Optima Tax Relief is looking for driven inside sales representatives (aka Senior Tax Associate) to join our team. Income potential is unlimited with current employees averaging commissions + base of $100,000+ No license or tax experience required, and we receive plenty of exclusive inbound leads. We believe in transparency and equality, and every team member will have the same opportunity to earn.

You must be available to work in the office in Santa Ana, CA 5 days a week for your 90-day training program. After successful training, you will be eligible for a hybrid schedule of 2 days a week in the office, and 3 days a week at home.

ABOUT OPTIMA:

Optima Tax Relief is the industry leader in helping Americans nationwide deal with the aggressive collection policies of the State/IRS tax agencies. Our tax professionals have resolved tax issues for thousands of clients as Optima has the experience to resolve almost any IRS problem.

In addition to helping our clients, Optima takes pride in our fun, inviting, developmental, and inclusive culture! We hold many events for our employees and their families throughout the year to include things such as volunteering opportunities, picnics, cultural celebrations, and much more! Come join our award-winning culture today!

• International BBB Torch Award for Ethics 2023 winner
• BBB Torch Award for Ethics 2017 and 2021 winner
• Inc. 5000 – 7x Honoree for excellence
• Orange County Register Top Workplace winner 8 times
• Gold Stevie Awards winner 6 times for customer service
• Civic 50 – 6x Honoree for our charitable fundraising and volunteering initiatives
• Comparably winner of 8 awards for Diversity, Company Culture, Work-Life Balance, Career Growth, best HR Teams, and best CEO

POSITION SUMMARY:

In this role you will respond to inbound inquiries from prospective clients looking for financial counseling and tax resolution assistance. There is NO COLD CALLING! All leads provided are in real-time from our branded online, radio, and television advertisements in addition to our financial services referral partners. We do not buy leads from lead providers or third parties and all our leads are EXCLUSIVE. You will not find higher QUALITY LEADS anywhere else!

As an Inside Sales representative, you will work with prospective clients to help identify the root of their tax problem, qualifying them for Optima's various services, enrolling clients to the service(s) that will help achieve the best possible resolution, and forwarding them to our tax resolution staff. This is a fulfilling role as you are the first step in helping our clients obtain relief from their most pressing tax problems.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Communicate with prospective clients regarding their tax problems via outbound or inbound telephone calls.
• Assess prospective clients’ tax problems by asking a set of predetermined questions designed to identify the source(s) of their tax liability.
• Qualify prospective clients for one of Optima’s various services based on their tax liability.
• Close transaction by collecting all executed enrollment documents from clients and transferring to Optima’s Servicing Teams.
• Other duties as assigned.

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.
• Able to work in a fast-paced, high-energy environment.
• Team player.

BENEFITS:

• Unlimited earning potential with average commissions by our current inside sale representatives of $100,000+ per year!
• High quality / exclusive leads
• No cold calling
• GROWTH OPPORTUNITIES - We hire from within whenever possible!
• An award-winning culture!
• Tuition reimbursement programs
• 401(k) with employer matching
• Health/dental/vision
• Flexible spending account (FSA)
• Employer paid life insurance
• Supplemental insurance (Short-term disability, long-term disability, critical illness, hospital indemnity, etc.)
• Employee Assistance Program
• Paid parental bonding
• Paid vacation and sick time
• Quarterly volunteer time off
• Employee referral bonus
• Etc.