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Actively listen to the customer's concern and put their goals first
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Understand and identify needs quickly and accurately
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Deliver personalized consultations to build excitement, clarification, and guidance on tax products and the overall tax preparation process
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Guide customers through the entire decision process and ensure successful transitions to tax professionals
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Follow up with leads to encourage completion of their tax filing journey
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Actively contribute feedback to help improve the Concierge program
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Deliver expert customer experiences…with a smile
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Must have a high school diploma or equivalent
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1+ years of consultative sales experience required (sales through service)
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1 year of customer service experience required
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Excellent relationship-building and communication abilities
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Proficiency in fast-paced multi-tasking, relationship management
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Highly motivated by results and recognition
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Achieve revenue targets through strategic account management and upselling opportunities
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Some tax knowledge is helpful but not required
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Luxury, Concierge or "care" experience preferred (travel planner, real estate, social worker, case worker, etc.)
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The base salary for this position is $28/hr. (pay rate will not be below the applicable minimum wage), plus incentives that align with individual and company performance. Actual salaries may vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis.
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Sales Incentive program
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Paid Training
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Lucrative employee referral bonus opportunities
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DailyPay enrollment option to access pay "early," when you want it
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Health and Wellness programs with trained partners to help promote a healthy you
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Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
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A range of other perks and benefits
- English
- Spanish
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Tax Sales and Service Specialist - Roseville - Concentrix
Description
We are seeking enthusiastic individuals with proven sales experience for a short-term assignment through 4/16/2026. You'll engage with customers, drive sales, and contribute to an energetic team environment.
In this on-site position, you'll connect with customers through inbound/outbound calls and online channels, delivering exceptional service and expert sales guidance. This role is responsible for delivering exceptional sales guidance and customer service support by addressing routine inquiries and routing expert consultations related to client products and services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.)
A NEW CAREER POWERED BY YOU
Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns "World's Best Workplaces," "Best Company Culture," and "Best Companies for Career Growth" awards every year? Then an on-site Tax Sales and Service Specialist position at Concentrix is just the right place for you
As a Tax Sales and Service Specialist, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands power a world that works through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are.
CAREER GROWTH AND PERSONAL DEVELOPMENT
This is a great opportunity to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technology, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.
WHAT YOU WILL DO IN THIS ROLE
As an on-site Tax Sales and Service Specialist, you will:
YOUR QUALIFICATIONS
Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Tax Sales and Service Specialist role include:
WHAT'S IN IT FOR YOU
One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. In this role, you'll also be provided with:
REIMAGINE THE BEST VERSION OF YOU
If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice."
JOB AVAILABILITY
We accept applications for this position on an ongoing basis. It is currently for an existing, immediate vacancy; however, we are also considering applications for future opportunities as they arise. We encourage all interested candidates to apply.
Physical and Mental Requirements
The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.
Equal Employment Opportunity
Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.
For more information regarding your EEO rights as an applicant, please visit the following websites:
Accommodation
Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process. If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.
Artificial Intelligence
As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.
Work Authorization
In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.
For further information on available work states and Equal Employment Opportunity as an applicant, please click HERE.
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Tax Sales and Service Specialist
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Branch Service Specialist
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Tax Sales and Service Specialist
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