Client Intake Specialist (Entry-Level) Job at FreshTax, Santa Ana, CA

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  • FreshTax
  • Santa Ana, CA

Job Description

ABOUT THE ROLE:
FreshTax is growing, and we’re looking for driven individuals to join our team as Client Intake Specialists. You’ll be the first contact for clients actively seeking help with their IRS tax debt. No cold calling — these are inbound leads who have reached out to us for assistance. Your role is to gather key information, qualify their situation, and set them up for success with our Resolution Team. If you’re coachable, positive, and ready to make an impact, this is your opportunity to break into a rewarding career.

COMPENSATION:
Unlimited Earnings Potential! The harder you close, the more you earn.

  • Base Pay: $17.00 per hour (full-time, 40 hours per week)
  • Commission: Top performers average $8,000 - $15,000 per month
  • Annual Earnings Potential: $75,000 - $200,000+ per year

WHAT YOU’LL DO:

  • Speak with inbound clients who have requested tax relief assistance.
  • Conduct discovery calls to understand their tax situation and financial challenges.
  • Qualify clients for resolution programs and schedule consultations with our senior team.
  • Follow proven scripts and training while building genuine connections.
  • Document client information accurately in our CRM system.
  • Meet and exceed personal and team performance goals.

WHAT YOU’LL NEED TO HAVE:

  • Motivated, goal-oriented, and ready to learn.
  • Excellent communication and listening skills.
  • Ability to quickly build rapport and trust with clients.
  • Strong organizational skills and attention to detail.
  • No prior experience needed - we’ll teach you everything you need to succeed.

WHAT WE OFFER:

  • Paid training and professional development.
  • Uncapped commissions with six-figure potential.
  • Clear career growth path into mid and advanced sales roles.
  • Catered lunches every Friday.
  • On-site gym and gaming lounge.
  • Fun, supportive team environment with regular company outings.

WHY JOIN FRESHTAX?
At FreshTax, we reward your ability to close. If you’re ready to be part of a team where your effort determines your paycheck, this is where you belong.

FreshTax is proud to be an equal opportunity employer.

Pay: $75,000.00 - $200,000.00 per year (Base + Commission)

Benefits:
  • 401(k) matching.
  • Paid training & time off.
  • Uncapped commissions.

Job Tags

Hourly pay, Full time, Relief,

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