Tax Intake Specialist

Job Description

Job Description

Tax Intake Specialist

Jacksonville, FL 32256 | On-Site

Full-Time | MondayFriday, 9 : 00 AM6 : 00 PM (One evening until 8 : 00 PM / week)

ARC Group is currently recruiting a Tax Intake Specialist to join our client's growing Tax Resolution Team in Jacksonville, FL. This is an exciting opportunity to support individuals and businesses seeking relief from complex tax issues while helping the internal team move cases forward efficiently.

As the first point of contact for prospective clients, the Tax Intake Specialist plays a key role in building trust, gathering information, and qualifying leads for the Tax Advocacy team. If you're personable, organized, and thrive in a fast-paced environment, we want to hear from you .

Key Responsibilities :

• Professionally respond to inbound phone inquiries, providing a positive first impression
• Assess caller intent and determine qualification as a prospective client
• Manage and follow up on leads generated via web submissions and after-hours inquiries
• Work from call queues to meet or exceed daily and weekly performance goals
• Prioritize outreach efforts based on the company's lead engagement strategy
• Conduct concise, scripted interviews to evaluate client eligibility and needs
• Maintain control of the conversation while building rapport and trust
• Seamlessly transition qualified leads to the Tax Advocacy team for further engagement
• Redirect non-qualifying inquiries to appropriate internal contacts
• Accurately document conversations and update client records in the CRM system
• Perform additional administrative or client service duties as assigned by management

Requirements :

Would you like to know more about this role? For immediate consideration, please send your resume directly to D.A. Longhi by emailing him directly at dlonghi@arcgonline.com or calling him at 904-289-8828. You can also apply online and view all our open positions at www.arcgonline.com.

ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed.

ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.