• Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals • Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs • Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience • Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward • Accurately record client interactions and financial information to ensure seamless communication across teams • Meet or exceed sales goals through persistence, organization, and continuous improvement