Representative'sINTRO TO AMITY ONE TAX:

At Amity One Tax, our vision is centered around transforming the way individuals manage their tax-related challenges. Our commitment lies in elevating others, a principle that fuels our every action.

Joining Amity One Tax means more than just working for a company. Our team is dedicated to celebrating achievements and making a real difference in people's financial lives. We are constantly seeking extraordinary people to help us advance our mission of innovating tax resolution.

Are you prepared to apply your unique skills and creative energy to a place where your efforts have a significant impact? Amity One Tax is your destination. Come aboard and be a part of a group that’s at the forefront of redefining tax resolution services.

ABOUT THE ROLE:

The Inside Sales Representative's key role is to welcome clients, manage initial interactions, set expectations, and guide them through the process of registering and using the client portal. This position serves as the initial contact for new clients seeking tax preparation and resolution services. Your objective is to ensure each client receives a top-tier experience from the start. The ideal candidate will have outstanding customer service skills, excellent communication abilities, effective time management, and a preference for a lively, inclusive, and dynamic work environment.

WHAT YOU’LL DO:

Follow up with clients to complete their virtual onboarding
Contact clients to clarify the resolution process, and gather necessary tax information for unfiled returns
Propose improvements to the onboarding process and offer solutions to enhance efficiency and effectiveness
Collaborate with the team to create and update client communication templates
Communicate with clients for additional tax information clarification as needed
Keep CRM updated with accurate notes and case status in alignment with company protocols and procedures
Assist clients with registration and navigation in the client portal
Perform other essential duties as needed or assigned

WHAT YOU’LL NEED TO HAVE:

Strong written and verbal communication skills
A background in providing top-tier customer service
Ability to work both independently and as part of a team
Self-driven with a proactive approach
Comfortable in client-facing roles
Capable of maintaining high energy, enthusiasm, and dedication in daily tasks and minimum talk time
Skilled at interacting professionally and effectively with all organizational levels
Proficient in Microsoft Office Suite, Excel, Google Gmail, Calendly, and internal communication tools
We recognize that potential comes in various forms. Even if you don't meet every criterion, we encourage you to apply. We consider all qualified candidates.

Job Type: Full-time

Pay: $35,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Paid time off
• Paid training

Shift:

• 8 hour shift

Supplemental pay types:

• Bonus opportunities
• Commission pay
• Monthly bonus
• Performance bonus
• Weekly bonus

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to Relocate:

• Irvine, CA 92614: Relocate before starting work (Required)

Work Location: In person