Job Title: Intake Specialist – Bilingual English / Spanish

Location: Orange, CA (On-Site Position)

About TaxPoint

At TaxPoint, we specialize in helping individuals and businesses regain control of their financial future. Our team of experienced tax professionals — including tax attorneys, CPAs, and enrolled agents — has successfully resolved millions of dollars in tax debt. We understand how stressful it can be to face the IRS, and we’re committed to protecting our clients from wage garnishments, liens, and the constant pressure of tax collection.

Our mission is simple: provide trusted, compassionate, and effective tax relief solutions that help our clients move forward with confidence.

Position Summary

We’re seeking a motivated Bilingual Intake Specialist (English/Spanish) to join our growing TaxPoint team in Orange, CA. In this pivotal role, you’ll be the first point of contact for potential clients — building trust, gathering essential information, and qualifying prospects for our services.

If you’re energetic, detail-oriented, and thrive in a fast-paced environment where communication and empathy matter, this role is for you.

Key Responsibilities

Engage with potential clients over the phone in a professional, courteous, and empathetic manner

Conduct initial intake interviews to understand each client’s situation and financial needs

Verify prospective client information and ensure alignment with qualification criteria

Accurately input and maintain client records in internal databases

Evaluate client eligibility for tax relief services and connect qualified clients with the appropriate team

Collaborate closely with the sales team and management to streamline the intake process

Schedule appointments and follow up with clients as needed

Provide administrative support including data entry, filing, and documentation

Make outbound calls to prospective clients who have shown prior interest in our services

Meet and exceed key performance indicators (KPIs) and individual goals

Qualifications

Bilingual – fluent in both English and Spanish (required)

Prior experience in customer service, call center, or intake/sales support role (preferred)

Strong verbal and written communication skills

Excellent attention to detail and organizational abilities

Comfortable working in a fast-paced, team-oriented environment

Proficiency with computers and CRM or database systems

A positive attitude, resilience, and a genuine desire to help clients

Why Join TaxPoint?

Competitive compensation with performance-based incentives

Supportive team environment with opportunities for growth

Hands-on training and ongoing professional development

Make a meaningful impact helping clients overcome financial challenges

Join TaxPoint and be part of a team that makes a real difference — one client at a time.
Apply today and take the first step toward a rewarding career in tax relief.

Job Title: Inside Sales Representative

Location: Encino, CA (On-Site Position)
Status: Full-Time (40 hours/week)
Pay Range: $37,000 – $150,000/year (W2) + Employee Benefits
Note: Starting base pay depends on relevant experience.

Join the #1 Tax Relief Team – TaxPoint!

We’re looking for driven Inside Sales Representatives ready for a life-changing opportunity with uncapped earning potential.

💥 Never cold call again — all leads are verified prospective clients actively seeking help.

At TaxPoint, we believe in empowering both our clients and our team members to achieve success and financial freedom.

About TaxPoint

With over 75 years of combined experience, TaxPoint helps individuals and businesses resolve tax debt and regain control of their financial lives. Our team of expert tax attorneys, CPAs, and enrolled agents has saved clients millions in back taxes.

We protect our clients from IRS harassment, liens, and wage garnishments while helping them qualify for tax relief and forgiveness programs. At TaxPoint, we’re more than a company — we’re a lifeline for people seeking a fresh financial start.

Position Summary

As an Inside Sales Representative, you’ll be the first voice of trust, guidance, and reassurance for clients in financial distress. Your role is to listen empathetically, understand their tax challenges, and guide them toward solutions that can change their lives.

You’ll use your communication skills, drive, and professionalism to help clients achieve real financial relief — all while building a rewarding, lucrative career in one of the fastest-growing industries in the U.S.

Highlights

Uncapped income potential — top performers earn $100,000+ in annual commissions

No license or prior tax experience required — we provide full training

Warm, verified leads only — no cold calling

A transparent, supportive environment with equal opportunity for all team members

Be part of a company that truly changes lives

Key Responsibilities

Engage with prospective clients by phone, text, or email regarding their tax concerns

Listen empathetically and assess each client’s unique tax situation

Qualify clients for services by asking targeted, insightful questions

Clearly explain TaxPoint’s tax relief programs and solutions tailored to client needs

Collaborate with sales managers to meet and exceed KPIs and performance goals

Accurately document all client interactions in CRM systems while maintaining compliance

Follow up with clients to ensure smooth transitions throughout the intake and resolution process

Support administrative tasks such as data entry and client file management

Share strategies and insights with your team to enhance collective performance

Required Qualifications

Education: High school diploma or equivalent (Associate’s or Bachelor’s preferred)

Experience: Proven professional sales experience, preferably in phone sales or inside sales

Technical Skills: Proficient in Microsoft Office Suite, CRM systems, and other relevant tools

Professionalism: Positive, collaborative, and self-motivated attitude

Customer Service: Passion for helping clients and delivering exceptional service

Communication: Excellent verbal and written communication skills

Detail-Oriented: Strong organizational skills and attention to accuracy

Results-Driven: Motivated to exceed sales goals and deliver measurable results

Adaptability: Ability to handle multiple priorities in a fast-paced environment

Preferred Qualifications

Previous experience in intake, customer service, call center, or administrative roles

Familiarity with CRM platforms (e.g., Salesforce, HubSpot)

Experience using RingCentral, Microsoft Excel, or similar tools

Proven ability to clearly and effectively explain complex financial concepts

Demonstrated record of accuracy, professionalism, and reliability

Why Join TaxPoint?

Competitive base pay + uncapped commissions

Comprehensive benefits package: medical, dental, vision, and more

Paid time off, sick leave, and 401(k) retirement plan

Subsidized gym memberships and access to employee wellness programs

Opportunities for career advancement and leadership roles

Supportive team culture built on transparency, integrity, and mutual success

Ready to Make an Impact?

If you’re ambitious, motivated, and passionate about helping people overcome financial hardship, TaxPoint is where you’ll thrive. Join our team and take pride in making a difference every single day.

Apply now and start your journey toward a rewarding career in tax relief.

Job Title: Contract CPA or Enrolled Agent (Per File Basis)

Location: Remote / Hybrid (Preferred: Southern California)
Status: Independent Contractor
Compensation: Paid Per File – Competitive Rates Based on Experience and Case Complexity

About TaxPoint

TaxPoint is a trusted leader in the tax relief industry, helping individuals and businesses nationwide resolve their IRS and state tax issues. Our experienced team of tax attorneys, CPAs, and enrolled agents has successfully saved clients millions of dollars in back taxes through professional representation, strategic planning, and compassionate service.

We’re growing rapidly and seeking licensed CPAs and Enrolled Agents (EAs) to join our expanding resolution team on a per-file contract basis. If you’re an experienced tax professional who values flexibility, autonomy, and the opportunity to make a direct impact, this is a perfect fit.

Position Summary

As a Contract CPA or Enrolled Agent, you’ll handle assigned client cases from initial review through resolution. You will work closely with our internal case management and support staff to ensure each client’s tax matter is efficiently and accurately resolved. This is a remote contract role with the ability to take on as many or as few files as desired.

Key Responsibilities

Review case files and supporting documentation to determine appropriate resolution strategy

Represent clients before the IRS and state taxing authorities

Prepare, review, and file amended returns, unfiled tax returns, and other compliance documents

Conduct financial analyses to determine client eligibility for tax resolution programs (OIC, IA, CNC, etc.)

Communicate directly with clients to gather necessary documentation and provide updates

Maintain accurate, detailed records of client interactions and resolution progress

Collaborate with in-house case managers and administrative staff to ensure smooth case flow and timely resolution

Qualifications

Required:

Active CPA or Enrolled Agent (EA) license in good standing

2+ years of experience in tax resolution, representation, or compliance

Strong understanding of IRS collection procedures, Offer in Compromise, Installment Agreements, and penalty abatement

Excellent communication and organizational skills

Ability to manage multiple cases efficiently and independently

Strong attention to detail and professional integrity

Preferred:

Prior experience with a tax relief firm or IRS representation

Working knowledge of tax software (e.g., Drake, Lacerte, ProConnect, etc.)

Familiarity with case management platforms (e.g., Canopy, IRSlogics, PitBullTax)

Ability to handle complex individual and business cases

Why Partner with TaxPoint?

Competitive per-file compensation

Flexible workload – accept cases based on your availability

Dedicated administrative support team for documentation and client communication

Consistent flow of pre-qualified, active client cases

Opportunity to make a meaningful difference in clients’ financial lives

Join the TaxPoint Network

If you’re a licensed CPA or EA seeking flexible contract work and want to be part of a high-performing team committed to client success, TaxPoint would love to partner with you.

Apply today and help clients nationwide find real tax relief and peace of mind.

Job Title: Document Filing & Administrative Assistant

Location: Orange, CA (On-Site Position)
Status: Full-Time (40 hours/week)
Pay Range: $19 – $25/hour (W2)
Compensation based on experience and qualifications.

About TaxPoint

TaxPoint is a leading provider of tax relief services, helping individuals and businesses nationwide resolve IRS and state tax issues. With a team of seasoned tax attorneys, CPAs, and enrolled agents, we’ve saved clients millions of dollars in back taxes while helping them achieve financial peace of mind.

We’re expanding our operations in Orange, CA and seeking a Document Filing & Administrative Assistant to join our growing team. If you’re detail-oriented, organized, and eager to support a professional, fast-paced environment, this is the role for you.

Position Summary

As a Document Filing & Administrative Assistant, you’ll play a key role in supporting our tax resolution team by organizing, filing, and managing important client documents. You’ll help ensure that all files are accurate, complete, and compliant with company and IRS requirements while assisting with general administrative tasks.

This position requires strong attention to detail, excellent communication skills, and a proactive attitude.

Key Responsibilities

Collect, organize, and maintain digital and paper client files

Review and verify documents for completeness and accuracy

Upload and manage records within internal databases and CRM systems

Assist clients with document submissions and follow-ups

Support the case management and sales teams with administrative tasks

Maintain confidentiality of sensitive client information

Help track deadlines and ensure timely document completion

Perform general office duties, including scanning, copying, and data entry

Qualifications

Required:

High school diploma or equivalent

1+ year of experience in administrative or office support role

Strong attention to detail and organizational skills

Excellent written and verbal communication

Proficient in Microsoft Office (Word, Excel, Outlook) and basic computer systems

Ability to multitask and work efficiently in a busy environment

Preferred:

Prior experience in a tax, financial services, or legal office

Familiarity with document management tools (e.g., Docusign, Canopy, SharePoint)

Bilingual English/Spanish

Why Join TaxPoint?

Competitive pay ($19–$25/hour)

Growth opportunities within a respected tax relief firm

Supportive and team-oriented environment

Paid time off and company holidays

Apply Today

If you’re dependable, organized, and ready to join a professional team dedicated to helping clients overcome financial challenges, TaxPoint wants to hear from you.

Apply now to become our next Document Filing & Administrative Assistant in Orange, CA!