Settlement Officer jobs in United States
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FreshTax · 2 months ago

Settlement Officer

positionSanta Ana, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$75K/yr - $250K/yr

FreshTax is expanding quickly and looking for a motivated Settlement Officer to join our dynamic, high-performing team. In this role, you will qualify prospects, gather key details, and schedule consultations with senior specialists, all while engaging with inbound leads seeking tax relief assistance.

Debt CollectionsFinanceFinancial ServicesTax Preparation

Responsibilities

Engage with inbound leads seeking tax relief assistance
Identify qualified opportunities and schedule consultations
Use proven scripts while maintaining a professional, consultative approach
Document all interactions accurately in the CRM
Consistently meet and exceed individual and team goals

Qualification

CommunicationActive listeningSelf-motivationReliabilityCoachable mindset

Required

Competitive, coachable mindset and drive to succeed
Strong communication and active-listening skills
Reliability and self-motivation
No prior sales experience required—we provide full training

Benefits

401(k) retirement plan with company match.
Paid time off (vacation, sick days, company holidays).
Paid training and wellness days.
Catered lunches every Friday.
Fun quarterly company outings and celebrations.

Company

FreshTax

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At Fresh Tax Solutions, we specialize in providing comprehensive tax resolution services to individuals and businesses nationwide.
dateFounded in 2021
location
Santa Ana, California, USA
people-size11-50 employees
web-link
https://freshtaxsolutions.com

Funding

Current Stage
Early Stage

Leadership Team

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Omar Saleh
Founder & CEO
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Company data provided by crunchbase