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Inside Sales Consultant jobs in United States
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Community Tax, LLC · 19 hours ago

Inside Sales Consultant

Community Tax, LLC is one of the nation’s leading Tax Resolution Firms, helping individuals and businesses find relief from overwhelming IRS and state tax burdens. The Inside Sales Consultant will engage with prospective clients, conduct consultations to understand their tax challenges, and guide them through the resolution process.
CommunitiesFinancial Services
Hiring Manager
William Murphy II CPC, CIPC
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Responsibilities

Connect & Consult: Engage inbound leads and referrals (NO COLD CALLING), listening to their tax challenges with empathy and professionalism
Educate & Guide: Clearly explain our two-phase process and how our team can help resolve IRS and state tax issues
Qualify & Assess: Gather critical financial and personal details to determine program eligibility and next steps
Close with Confidence: Enroll clients into Phase One, setting realistic expectations and securing their commitment
Build Trust Early: Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two
Collaborate Across Teams: Work hand-in-hand with tax professionals, case advocates, and leadership to ensure a smooth client handoff
There is NO COLD CALLING

Qualification

Inside sales experienceClient relationsFinancial consultationCRM systems familiarityEmpathyResilienceBilingual (English/Spanish)CommunicationPersuasion skillsSelf-motivated

Required

Demonstrated competencies in inside sales or client relations, preferably in a financial services, or consultative closing roles (debt relief, financial services, legal services, mortgage, membership services etc.)
Strong ability to listen, empathize, and translate complex financial matters into clear solutions
Confidence in conducting detailed financial intake conversations
Excellent communication and persuasion skills, with a client-first mindset
Driven, self-motivated, and resilient in a competitive sales environment
Familiarity with CRM systems and structured sales processes

Preferred

Bilingual fluency in English/Spanish is a plus (not required)

Benefits

Major Medical / Health Insurance
Dental Insurance
Vision Insurance
COMPANY PAID – Life Insurance
COMPANY PAID - disability insurance
Paid Vacation
Paid Sick time
Paid Personal Days
Paid Volunteer Days
Maternity/Paternity Leave
Employee Assistance program
401k with Company Match

Company

Community Tax, LLC

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In 2010, Community Tax set out on a mission to solve tax problems for individuals and businesses across the United States.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2021-12-31Acquired

Leadership Team

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Ernie DeCosta
Partnerships Manager
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Norman Brumfield
Partnerships Manager
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Company data provided by crunchbase