TaxRise

Account Executive

• Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals
• Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs
• Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience
• Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward
• Accurately record client interactions and financial information to ensure seamless communication across teams
• Meet or exceed sales goals through persistence, organization, and continuous improvement

Sales Representative