Join Our Team
At Alter Tax Solutions, we're building a team of dedicated professionals committed to helping clients achieve financial freedom.
- Case Manager
$60,000 - $80,000 per year
We are seeking an experienced Case Manager to join our team and help clients navigate their tax resolution process.
Responsibilities:
- Manage client cases from initial consultation to resolution
- Coordinate with tax professionals and IRS representatives
- Maintain detailed case documentation and progress tracking
- Provide regular updates to clients on case status
- Ensure compliance with all tax regulations and company policies
- Analyze client financial situations and recommend appropriate solutions
Requirements:
- Bachelor's degree in Business, Finance, or related field
- 2+ years of experience in tax resolution or financial services
- Strong organizational and communication skills
- Knowledge of IRS procedures and tax laws
- Ability to work under pressure and meet deadlines
- Inside Sales (Tax Relief)
$50,000 - $70,000 per year + commission
Join our sales team and help clients find solutions to their tax problems.
Responsibilities:
- Conduct initial consultations with potential clients
- Explain tax relief services and solutions
- Qualify leads and assess client needs
- Schedule follow-up appointments with tax professionals
- Maintain accurate records of sales activities
- Meet and exceed monthly sales targets
Requirements:
- Proven sales experience, preferably in financial services
- Excellent communication and interpersonal skills
- Knowledge of tax issues and solutions
- Ability to work in a fast-paced environment
- Strong problem-solving and negotiation skills
- Client Care Specialist
$45,000 - $60,000 per year
Provide exceptional service to our clients as they navigate their tax resolution journey.
Responsibilities:
- Serve as the primary point of contact for clients
- Respond to client inquiries via phone and email
- Schedule appointments and maintain client calendars
- Process client documentation and maintain records
- Coordinate between clients and tax professionals
- Ensure client satisfaction throughout the resolution process
Requirements:
- 2+ years of customer service experience
- Excellent communication and problem-solving skills
- Proficiency in CRM software and office applications
- Ability to handle multiple tasks and prioritize effectively
- Knowledge of tax terminology and processes is a plus