Appointment Opener (Tax Resolution Experience Required)

Now Hiring: Appointment Opener (Tax Resolution Experience Required)

We are a growing U.S.-based tax resolution firm seeking an experienced Appointment Opener with a strong background in tax services. This is a professional, performance-driven role designed for individuals who understand IRS processes and can confidently engage taxpayers facing serious financial challenges.

If you have prior experience in tax resolution, IRS representation, or tax preparation and are comfortable qualifying cases over the phone, we invite you to apply.

Position Overview

As an Appointment Opener, you will serve as the first point of contact for individuals seeking assistance with IRS debt. You will conduct structured qualification calls, gather relevant financial information, assess basic eligibility, and schedule consultations with licensed tax professionals.

This role requires familiarity with programs such as:

• Offer in Compromise (OIC)
• Installment Agreements (IA)
• Penalty Abatement
• Currently Not Collectible (CNC)
• Wage Garnishments and Bank Levies

Key Responsibilities

• Contact inbound and warm leads promptly
• Conduct professional qualification calls
• Identify case viability based on financial criteria
• Accurately document client information in CRM systems
• Schedule qualified appointments for senior consultants
• Maintain professionalism and compliance in all communications

Required Qualifications

• Prior experience in tax resolution or tax-related services — required
• Working knowledge of IRS procedures and terminology
• Strong communication and objection-handling skills
• Professional phone presence
• Goal-oriented and performance-driven
• Experience in appointment setting or call center roles preferred

What We Offer

• Competitive base compensation plus performance incentives
• Consistent inbound lead flow
• Structured systems and onboarding
• Advancement opportunities within a growing organization
• Professional, compliance-focused environment

We are seeking disciplined professionals who can combine tax knowledge with strong communication skills to guide taxpayers toward the right solution.

Qualified candidates should submit a resume outlining relevant tax experience.