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Tax Resolution Sales (Settlement Officer) Coastal Tax Relief Beverly Hills, CA Job Details Full-time $100,000•$250,000 a year 4 hours ago Qualifications Deal closing Financial statement analysis Financial report interpretation Relationship selling Sales management systems proficiency Financial statement interpretation CRM system proficiency Closing sales leads Solution selling approach
Technical Proficiency Full Job Description Position Overview Job Title:
Settlement Officer /
Tax Resolution Sales Officer Department:
Sales & Tax Resolution Reports To:
Sales Manager /
Director of Resolution Location:
Los Angeles, CA [On-site / Hybrid]
Employment Type:
Full-Time Compensation:
Base + Commission /
Performance Bonus Role Summary:
The Settlement Officer is responsible for converting qualified leads into clients by conducting financial consultations, determining eligibility for IRS and State tax relief programs, and closing sales for resolution services. Unlike a standard closer, you are also responsible for the initial settlement strategy and client onboarding to ensure cases are viable and collectible. This role requires both sales acumen and technical knowledge of tax resolution. Core Responsibilities Sales & Closing Handle inbound warm leads and outbound follow-ups from marketing•no cold prospecting Conduct in-depth discovery calls to uncover tax liability, compliance history, income, assets, and hardship Analyze IRS transcripts, account transcripts, and notices to determine true liability Present resolution options: Offer in Compromise (OIC), Installment Agreement, Currently Not Collectible (CNC), Penalty Abatement, Innocent Spouse, Wage Garnishment / Levy Release Overcome objections, build urgency, and close clients on service agreements Meet or exceed monthly sales targets, close rate, and revenue KPIs Maintain accurate notes, recordings, and disposition in CRM [HubSpot / Salesforce / TaxCRM]
Qualifications Required:
2+ years experience in tax relief sales, debt settlement, loan modification, or high-ticket closing Proven track record closing $30k+ monthly in service fees Working knowledge of IRS tax resolution programs and financial statement analysis Ability to read and interpret IRS notices, transcripts, and account histories Excellent consultative selling, negotiation, and closing skills Proficiency with CRM and dialer systems
Preferred:
Previous role as Tax Resolution Officer, Settlement Consultant, or Senior Tax Consultant Background in finance, accounting, or legal services sales
Empathetic but firm, can handle financially stressed clients
Technical Translator:
Can explain complex IRS procedures in simple, trust-building terms
Ethical Seller:
Prioritizes case viability over commission•low chargeback / cancellation mindset
Pressure Performance:
Thrives in a fast-paced, metric-driven sales floor
Detail Oriented:
Accurate financial calculations are critical to settlement success Key Performance Indicators (KPIs)
Close Rate:
20-35% on qualified leads Monthly Funded Revenue / Cash Collected Average Fee Per Client Cancellation / Chargeback Rate 90% Speed to Handoff / Case Viability Accuracy What We Offer Warm, exclusive leads•no cold calling Uncapped commission with base salary Ongoing IRS resolution training and mentorship from licensed EAs / Attorneys Career path to
Senior Settlement Officer, Sales Manager, or Licensed Resolution Officer Pay:
