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 point of 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 in the tax resolution industry.

Work Environment:
This position is 100% on-site at our FreshTax headquarters in Santa Ana, CA. Remote work is not available. We pride ourselves on creating a collaborative, high-energy, in-person environment.


COMPENSATION:

  • 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+

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 appropriate resolution programs and schedule consultations.
  • Follow proven scripts while adding genuine connection and energy.
  • Document all client interactions and information accurately in our CRM system.
  • Meet and exceed personal and team performance goals.

WHAT YOU’LL NEED TO HAVE:

  • Motivated, goal-oriented attitude with a willingness to learn.
  • Excellent communication and active listening skills.
  • Ability to quickly build rapport and trust over the phone.
  • Strong organizational skills and attention to detail.
  • No prior sales experience needed - we’ll provide full training.

WHAT WE OFFER:

  • Paid training and continuous professional development.
  • Uncapped commissions with six-figure potential.
  • Clear career growth path into mid and advanced sales roles.
  • A fun, supportive team environment with weekly recognition and competitions.

PERKS:

  • 401(k) with company match.
  • Paid time off, sick days, and company holidays.
  • Catered lunches every Friday.
  • Wellness Days to recharge when needed.
  • Fun quarterly company outings and seasonal celebrations.

WHY JOIN FRESHTAX?
At FreshTax, your effort is rewarded directly. If you’re ready to work hard, grow professionally, and earn what you’re worth, this is where you belong. We value drive, positivity, and a true team spirit—and we’re excited to invest in your success.

READY TO START YOUR CAREER WITH UNLIMITED POTENTIAL?
Apply today and take the first step toward a rewarding and lucrative career with FreshTax!

OUR COMMITMENT:
FreshTax is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive workplace where everyone is empowered to thrive. We provide equal employment opportunities without regard to race, color, religion, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.

If you require reasonable accommodations during the application or interview process, please let us know.


Expected Hours: 40 hours per week

Work Location: On-site at our Santa Ana, CA office

Job Tags

Hourly pay, Full time, Relief,

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