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Find & Apply For Tax Examiner / Collector Jobs in Aliso Viejo, California
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Tax Relief Settlement Officer
Job Description
Tax Relief Settlement Officer at Legal Tax Defense Tax Relief Settlement Officer at Legal Tax Defense in Aliso Viejo, California Posted in about 24 hours ago.
Type:
full-time About us Legal Tax Defense has spent 15 years helping taxpayers nationwide resolve IRS and state tax problems. BBB Accredited, A+ rated. The role Settlement Officers work qualified inbound leads
- no cold prospecting.
You consult with taxpayers who have already reached out, assess their situation, and enroll them in the right program. You own the client through both the Phase 1 investigation and the Phase 2 resolution, and you're paid on both. Our in-house case management team handles the resolution work so you stay on the phone. What you'll do Consult with inbound leads by phone; assess tax debt, filing status, and financial position Present and close Phase 1 and Phase 2 agreements Collect fees and set up payment arrangements Manage your pipeline and follow-up in our CRM (Logics) Hit daily activity and monthly revenue targets What we're looking for Phone sales experience
- tax relief, debt settlement, or another consultative high-volume environment Strong objection handling; comfortable closing on the first call Organized, coachable, competitive Bilingual English/Spanish and Logics experience are a plus Compensation & benefits $80,000
- $400,000(hourly base + tiered uncapped commission on Phase 1 and Phase 2) Daily spiffs and monthly cash bonuses Paid training Full-time, on-site in Irvine
- Monday-Friday, 40 hours Hiring process: phone screen ?
in-office interview ? offer. Applicant information is used only for hiring and is not shared outside Legal Tax Defense.