Associate in Training

Associate in Training

Overview

Omni Tax Help, a leader in the tax resolution industry. We help our clients navigate the complexities of IRS and state tax debt, providing a vital service and making a real difference in their lives. Even if you don't have a tax background, we encourage you to apply! We offer comprehensive paid training to equip you with the skills and knowledge you need to succeed by nurturing existing client relationships and identifying opportunities for additional services.

As an Associate in Training, you'll learn the ins and outs of tax representation and the tax resolution process, working directly with clients and taxing authorities. You'll develop expertise in financial analysis, negotiation, client communication, and strategies to build rapport with existing clients, understand their evolving needs, and generate revenue through expanded service offerings.

Your Day-To-Day

• Build meaningful relationships with clients, guiding them through the tax resolution process.
• Analyze financial documents and develop personalized action plans.
• Collaborate with and manage a supportive team of professionals.
• Participate in ongoing training and development opportunities to enhance your expertise.
• Negotiate with taxing authorities on behalf of clients, advocating for their best interests.
• Identify and recommend solutions that minimize tax liability and maximize client savings.
• Proactively engage with existing clients to understand their needs and identify opportunities to expand service offerings.
• Generate revenue by effectively presenting and closing deals for additional services with current clients.
• Meet and exceed targets for revenue growth from existing client accounts.

What You Bring to the Team

• A desire to learn and grow in a new career with a focus on client relationship management and revenue generation.
• Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
• A results-oriented mindset and a drive to succeed in a client-focused sales environment.
• Ability to analyze information and solve problems.
• Previous sales, customer service, or account management experience is a plus, but not required.
• A commitment to providing exceptional client service and exceeding revenue growth targets within existing client relationships.
• While a background in finance or law is helpful, it's not essential. We'll provide the training you need! You will be required to become an Enrolled Agent within one year of employment, and we will support you in this process.

Why Omni Financial

• Paid Training: Invest in your future with our comprehensive paid training program.
• Career Growth: This is a chance to launch a new, fulfilling career with significant earning potential tied to client relationship management and revenue growth.
• Competitive Compensation: Earn a competitive salary during training, and transition to a salary plus commission and bonus structure upon successful completion and consistent achievement of revenue growth targets within existing client accounts. Our current Associates earn $60,000–$80,000 per year after training based on their performance in managing client relationships and generating revenue.
• Comprehensive Benefits: We offer a competitive benefits package.
• Supportive Team Environment: Join a team of experienced professionals who are dedicated to your success and client relationship management skills.
• Make a Difference: Help clients resolve their tax issues and achieve financial peace of mind.
• Work-Life Balance: Enjoy a standard Monday through Friday work week.

Ready for a career change that offers challenge, opportunity, strong earning potential based on client relationship management and revenue growth within existing accounts, and the chance to make a real impact? Submit your resume today!

Job Type: Full-time

Pay: From $17.00 per hour

Expected hours: 40.0 – 50.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Application Question(s):

• How many words per minute can you type?
• Explain a time a customer/client was unhappy or expressed concern. How did you handle that and what were the key steps you took?

Experience:

• B2B sales: 1 year (Preferred)
• Microsoft Office: 1 year (Required)
• Sales: 1 year (Preferred)
• Management: 1 year (Preferred)

Location:

• Vero Beach, FL 32960 (Preferred)

Ability to Commute:

• Vero Beach, FL 32960 (Required)

Work Location: In person