What are the responsibilities and job description for the Compliance Agent position at Priority Tax Relief?
Compliance Agent
Role Details:
Work Location: Spokane, WA (In Office)
Job Type: Full-time
Experience: 1 year of sales experience (preferred)
Education: High School Diploma or equivalent (required)
Benefits:
Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.
About Us:
Priority Tax Relief is setting the national standard for tax debt resolution through disciplined preparation and earned trust. Our team moves fast with purpose—thinking clearly, owning the work, and executing our strategy all the way through resolution. We bring clarity to complex cases and stand shoulder to shoulder with clients until the work is done. We measure our success by outcomes because every resolution restores stability where it matters most.
Job Overview:
The Compliance Agent serves as a trusted resource for individuals seeking assistance with complex tax challenges. This role is responsible for managing inbound and outbound client conversations, understanding each client's circumstances, qualifying individuals for appropriate tax resolution services, and guiding them through the initial stages of the resolution process.
The ideal candidate combines strong sales ability with empathy, professionalism, and a consultative approach. Success in this role requires the ability to quickly build rapport, understand client needs, clearly communicate potential solutions, and work collaboratively with Case Managers and Tax Professionals to support a smooth client onboarding and resolution experience.
Key Responsibilities:
- Handle inbound and outbound calls with clients seeking tax relief assistance
- Quickly build rapport and establish trust with prospective and existing clients
- Assess client circumstances, identify needs, and qualify leads for appropriate programs
- Use a consultative and empathetic sales approach to understand client concerns and guide them toward appropriate solutions
- Accurately gather and document client financial information
- Assist clients in completing required IRS financial forms and related documentation
- Maintain accurate and complete client records within the company's CRM and other systems
- Meet or exceed daily, weekly, and monthly performance goals
- Collaborate with Case Managers and Tax Professionals to support a smooth client onboarding and resolution process
- Maintain professionalism, confidentiality, and ethical standards when handling sensitive financial information
- Participate in training and continuously develop knowledge of tax resolution services, processes, and client communication techniques
Qualifications:
- High School Diploma or equivalent required
- Associate degree preferred; Bachelor's degree a plus
- 1 year of sales experience preferred
- Experience in tax resolution, financial services, consultative sales, or a related field is a plus
- Strong verbal communication and negotiation skills
- Ability to communicate with empathy while maintaining a results-oriented approach
- Strong attention to detail and accuracy when working with client information and financial documentation
- Experience using CRM systems and the ability to learn new software quickly
- Ability to build effective working relationships with individuals with diverse personalities and communication styles
- Highly motivated and competitive while maintaining professionalism and ethical standards
- Strong ability to work independently while contributing effectively to a team
- Ability to manage multiple client interactions and priorities in a fast-paced environment
- Strong commitment to client confidentiality and regulatory compliance