Appointment Specialist

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Appointment Specialist plays a vital role in the success of our sales organization by acting as a bridge between our clients and Sales Representatives. This role is responsible for ensuring clients stay engaged, informed, and on track through key milestones of their journey—starting from initial enrollment through post-investigation follow-ups. You’ll assist clients with completing documents in their client portal, guide them through financial profile submissions, and help schedule important calls. You’ll also re-engage aged leads and follow-up with prospects who previously showed interest in our services. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced, client-focused environment.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

• Base pay: $18.00 - $20.00 per hour (full-time, 40 hours per week)


• Monthly Bonus: Average bonus potential of $2,000 - $4,000 per month

Your success is in your hands - our top performers consistently earn even more! If you’re looking for a role where your effort directly translates to higher earnings, this is the place for you. Join us and rise with a team that values and rewards excellence!

WHAT YOU’LL DO

• Manage a pipeline of newly enrolled clients and assist in completing pending documentation, agreements, and financial profiles through the client portal.


• Contact clients via phone, email, and text to verify information, confirm initial payments, and obtain required signatures.


• Follow up with clients to schedule their second call with the Sales Representative, where the tax investigation results and resolution program will be reviewed.


• Reconnect with aged prospects who previously expressed interest but did not enroll, and assign re-engaged leads back to Sales Representatives.


• Maintain accurate and up-to-date notes, case statuses, and communication logs in our CRM system (Salesforce).


• Assist clients in rescheduling missed appointments and following up on unresponsive cases to keep the pipeline moving forward.


• Perform periodic audits of client cases to ensure all requirements are met and processes are followed.


• Collaborate with internal departments (e.g., Processing, Client Success) to gather missing documents or details.


• Support additional operational and administrative tasks as needed to contribute to sales workflow efficiency.

WHAT YOU’LL NEED TO HAVE

• At least 2 years of experience in a support, administrative, or client-facing role, preferably in a high-volume, fast-paced environment.


• Strong communication skills, both written and verbal, with a customer-first mindset.


• Excellent organizational skills and attention to detail.


• Proven ability to manage multiple priorities and follow up on time-sensitive tasks.


• Comfortable navigating CRM platforms (Salesforce preferred) and task management tools.


• Tech-savvy with working knowledge of Google Workspace (Gmail, Sheets, Calendar), Microsoft Office, and tools like Calendly and internal chat systems (e.g., Slack).


• Self-motivated and resourceful; able to take initiative and work independently while collaborating effectively with a team.


• High level of discretion when handling confidential information.


• High school diploma or equivalent required.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

• Medical, Dental, and Vision Insurance (starting after 60 days)


• Paid Time Off 


• 401(k) retirement plan with company match


• Professional Development Program to support your growth


• Access to our on-site gym and gaming lounge


• Catered team lunches every Friday


• Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.