Job Title: Appointment Setter (Bilingual English & Spanish)
Location: Woodland Hills, CA (on-site position)
Status: Full Time position (40 hours/week)
Compensation: BASE + COMMISSION: $18.00 - $22.00/hr USD w2 + Commission & Employee Benefits package (Please note: The amount of the starting base pay is based on the interview and the extent of position-relevant experience)
About Tax Relief Helpers:
Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.
Summary of Employee Benefits:
Competitive compensation with opportunities for professional growth.Comprehensive benefits package, including medical, dental, vision, and several other supplementary benefits.Opportunities for advancement within the company for high-performing individuals.401(k) retirement plan.Paid time off, sick leave, and access to an Employee Assistance Program (EAP).Access to an exclusive employee discount marketplace.Subsidized gym memberships.Position Summary:
We are seeking a motivated Bilingual Appointment Setter to join our dynamic team. As an Intake Specialist, you will play a pivotal role in our company's success by fielding client calls, qualifying prospects, and transferring qualified leads to the sales floor. This position requires exceptional communication skills, attention to detail, and the ability to thrive in a fast-paced environment. If you have a passion for customer service and enjoy working with clients over the phone, we encourage you to apply.
Responsibilities:
Consistently strive to meet and exceed mutually established Key Performance Indicators (KPIs) and other metrics that drive individual and team success.Greet and communicate with clients in a professional, empathetic mannerConduct initial intake interviews via phone or electronicallyValidate prospective client information to confirm alignment with established minimum qualification criteria.Collect and verify required qualifying informationInput and maintain accurate records in internal systems or databasesEvaluating clients needs to effectively qualify for services, and directing them to the appropriate services or departments.Work closely with sales manager, sales staff, and/or other teams to facilitate client intake processAssist in scheduling appointments and following up with clients as neededProvide general administrative support such as filing, copying, and data entryMaking outbound calls on existing prospective clientsRequired Qualifications:
We are looking to hire motivated, hard working professionals looking to establish themselves in their careers. Some of the required qualifications we are looking for include:
Preferred Qualifications:
Prior experience in an intake, customer service, administrative, call center, or case management role is highly desirable (not mandatory for entry-level candidates)Previous Customer Relationship Management (CRM) software experience is strongly desiredProficiency in Microsoft Word, Excel, Ringcentral, and similar systems, software applications and computer programs is desired.Ability to succinctly convey complex information clearly and effectively.Strong, verifiable professional track record of detail and accuracy, ensuring all client information is recorded and handled correctly the first time.Ability to adapt and thrive in a fast-paced, dynamic work environment, effectively managing multiple tasks and priorities.Join our team and make a significant impact on our sales operations while providing outstanding service to our valued clients. Apply now to become an integral part of our success as an Intake Specialist.
Company DescriptionTax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.Company DescriptionTax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately. Read LessTitle: Front Office Tax Coordinator
Location: Sherman Oaks, CA, US (on-site)
Status: Full-time position (40 hours/week)
Compensation: Starting base pay between $23.00 - $25.00/hour w2 + Employee Benefits (Please note: Starting base pay amount is based on the extent of position-relevant experience)
About Tax Relief Helpers:
Tax Relief Helpers was established in 2010, and brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and IRS enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.
Summary of Employee Benefits:
Competitive compensation with opportunities for professional growth.Comprehensive benefits package, including medical, dental, and vision insurance.401(k) retirement plan with company match.Paid time off, sick leave, and access to an Employee Assistance Program (EAP).Employee discounts and subsidized gym memberships.
Position Overview:
We are seeking a professional, detail-oriented Front Office Tax Coordinator to serve as the first point of contact for our organization. This role combines customer service, administrative support, client intake, document coordination, and office operations within a fast-paced tax resolution firm. The ideal candidate is a a professional with strong interpersonal skills (a real "people person") who has professional experience working within a tax, accounting, financial services, or other professional office environment and enjoys building relationships while helping clients navigate important financial matters and supporting overall office operations.
We are seeking a detail-oriented, organized and collaborative Front Office Administrative professional to join our team! The ideal candidate will have between 2-5 years of hands-on professional experience as a Front Office Administrative professional, with hands-on experience and ownership of a variety of Front Office Administrative duties.
This role requires an individual who can effectively handle sensitive client documents, manage incoming and outgoing mail, coordinate vendor management tasks, perform data entry, and contribute to a collaborative team environment. We offer a competitive compensation package and opportunities for growth within our dynamic team.
Schedule:
8 hour shift (7:30am - 3:30pm PT)Monday to Friday (office is closed on weekends)
Key Responsibilities:
Administrative Support: Serve as the first point of contact for clients, vendors, and any other office visitors either by phone, email, and/or in person. Provide assistance with general office duties, including scheduling, filing, and maintaining office records.Document Management: Organize, maintain, and securely manage confidential client files and tax records. Handle, organize, and securely manage these sensitive client documents using file management systems such as "Box."Mail Management: Process incoming IRS and state tax correspondence and route documents appropriately, including incoming and outgoing mail, ensuring proper documentation and timely distribution.Vendor Management & Coordination: Manage relationships with vendors, order supplies, and ensure timely procurement of office necessities.Data Entry: Accurately input, update, and maintain records in databases and document management systems.Reception Duties: Assist with front-office operations, including answering phone calls, greeting visitors, and directing inquiries appropriately.Collaboration & Communication: Supporting tax attorneys, CPAs, and Enrolled Agents with administrative and client service needs. Work effectively with all levels of staff and contribute to a positive and team-oriented work environment.
Required Qualifications:
Education: High school diploma or equivalent required (Bachelor’s degree preferred)Experience: 2-5 years of professional experience in administrative support, document management, or a related role.Strong organizational skills and attention to detail is required.Experience with file management systems similar to Box, Dropbox, and/or Google Drive is highly desirable.Ability to effectively handle sensitive and confidential information.Excellent communication skills with the ability to interact professionally with all levels of staff and the willingness to collaborate with colleagues to effectively execute duties as needed.Technical proficiency is required, including experience with Microsoft Office Suite (Word, Excel, Outlook) and other comparable, relevant software.Ability to multitask and prioritize tasks effectively in a fast-paced environment.Strong problem-solving skills and ability to work both independently and as part of a team.Career-driven, positive attitude with a desire to grow internally within the organization.
Preferred Qualifications:
Prior professional experience working in a tax firm, CPA office, bookkeeping firm, financial services company, mortgage office, or similar professional services environment is strongly desired.Familiarity with tax documents, IRS correspondence, financial records, or client intake processes.Prior professional experience overseeing the collection of confidential client documentation, including effectively collecting and organizing the documentation.Prior experience in a corporate or professional services environment is highly desired.Experience effectively managing multiple administrative tasks simultaneously.Demonstrated ability to work collaboratively within a team-oriented workplace.
If you are a motivated and detail-oriented professional looking for an opportunity to contribute to a dynamic and collaborative team, we encourage you to apply for this role!
Company DescriptionTax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.Company DescriptionTax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately. Read LessTitle: Customer Service Representative (Call Center experience highly desired)
Location: Sherman Oaks, CA (on-site position)
Status: Full-time position (40 hours/week)
Compensation: Starting base pay range between $22.00 - $25.00/hour w2 + Benefits (Please note: Starting base pay amount is based on the extent of position-relevant experience)
About Tax Relief Helpers:
Tax Relief Helpers offers service-based expertise in IRS procedures, tax law, and tactics to protect our client’s assets from undue tax debt collection. Tax Resolution is a general term for the entire selection of our services. Tax Relief Helpers is on a mission to support our clients and save them millions of dollars in tax debt every year.
Summary of Employee Benefits:
Competitive compensation with opportunities for professional growth.Comprehensive benefits package, including medical, dental, and vision insurance.401(k) retirement plan with company match.Paid time off, sick leave, and access to an Employee Assistance Program (EAP).Employee discounts and subsidized gym memberships.
Position Overview:
Join us as a Customer Service Representative at Tax Relief Helpers and become the frontline hero in our mission to deliver outstanding client care. In this exciting role, you will tackle the pulse of our daily operations by fielding incoming calls from clients and various parties, addressing their concerns, and directing inquiries to the appropriate experts, ensuring every client interaction enhances their impression of our commitment to excellence.
As the first point of contact, you will be more than just a representative; you'll be an ambassador of our values, playing a critical role in molding the client's initial experience with our company. You'll ensure that every client feels heard, helped, and valued from the moment they reach out to us. This is your chance to make a significant impact on our client relationships and be part of a team that values professionalism and exceptional service.
We reward our team with a competitive compensation package and ample opportunities for professional growth within our dynamic and supportive environment. Join us and propel your career forward while making a real difference in the lives of our clients.
Schedule:
8-hour shiftMonday to Friday
Key Responsibilities:
Field incoming calls from customers or other parties and address their inquiries or concerns.Effectively handle customer complaints and escalate issues when necessary.Direct calls to the appropriate personnel or departments as needed.Ensure client satisfaction by addressing their needs and concerns to the best of your ability.Mitigate issues to prevent client dissatisfaction that could lead to refunds.Maintain accurate records of customer interactions and transactions.Adhere to company policies, procedures, and compliance standards in customer interactionsRequired Qualifications:
Education: High school diploma or equivalent.Driven and hardworking, with a keen interest in learning and personal growth.Coachable, with a willingness to embrace training and feedback to enhance their sales skills.Meticulous attention to detail and high sense of accountability.Excellent communicators, capable of building trust and rapport with clients over the phone.Outgoing and personable while exhibiting professionalism at all times.Adaptable, with the ability to adhere to company standards.Able to work in a fast-paced, high-energy environment.Able to handle challenging situations professionally, including dealing with difficult clients, and maintaining composure and professionalism.Preferred Skills & Qualifications:
Previous call center experience is highly desiredBilingual in both English and Spanish is a plus but not required.Ability to handle multiple tasks and work in a fast-paced environment.Customer-focused mindset and ability to satisfy clients' needs effectively.Strong attention to detail and accuracy in record-keeping.
If you are a motivated and detail-oriented professional looking for an opportunity to contribute to a dynamic and collaborative team, we encourage you to apply for this role!
Company DescriptionTax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.Company DescriptionTax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately. Read Less