Sales Manager at Milestone Tax Solutions LLC

Phoenix, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jan, 26

Salary

80000.0

Posted On

24 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Management, Tax Resolution, Leadership, Coaching, Communication, CRM Systems, Regulatory Compliance, Customer Service, Negotiation, Organizational Skills, Attention to Detail, Microsoft Office Suite

Industry

Financial Services

Description

Description Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced tax resolution professionals to join our team and help us redefine what the tax resolution industry can be. At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact. Job Summary: We are seeking a driven and experienced Sales Manager to lead and manage a team of sales representatives focused on converting leads into clients seeking help with IRS and state tax issues. This role requires strong leadership, deep understanding of the tax resolution industry, and a results-oriented mindset to ensure the team meets or exceeds sales goals while maintaining high compliance and customer service standards. Duties and Responsibilities Assists with hiring and training of sales staff alongside Recruiter and Corporate Trainer Conducts performance evaluations that are timely and constructive. Set daily, weekly, and monthly sales targets; monitor performance metrics. Develop and implement sales strategies to improve conversion rates and customer acquisition. Monitor lead flow and ensure proper follow-up protocols are being followed. Provide coaching, performance feedback, and mentoring to improve individual and team success. Ensure team compliance with IRS regulations and internal company policies during the client onboarding process. Analyze sales reports, KPIs, and trends to identify areas of improvement and forecast future performance. Collaborate with the case management department to ensure smooth client handoff and consistent client experience. Provides leadership to the sales team. Motivates and encourages sales team to ensure quotas are met. Reviews and analyzes sales and operational records and reports; uses data to project sales, determine profitability and targets, and identify potential new markets. Resolves customer complaints, staffing problems, and other issues that may interfere with efficient sales operations. Collaborates with executive leadership to develop sales quotas and strategies. Other duties as assigned Education and Experience 3-5 years sales management experience 1-2 years in tax resolution, debt relief, financial services or similar industry (preferred) Compensation and Benefits $80,000 annually Receive yearly performance–based bonuses Comprehensive health, dental, and vision insurance include Paid time off Skills and Abilities: Proven track record of meeting or exceeding sales quotas. Strong leadership, coaching, and motivational skills. Excellent communication and interpersonal abilities. Tech-savvy; experience with CRM systems (e.g., Salesforce, HubSpot), Logics preferred. Strong ethical standards and commitment to regulatory compliance. Excellent verbal and written communication skills. Excellent sales and customer service skills with proven negotiation skills. Strong supervisory and leadership skills. Excellent organizational skills and attention to detail. Proficient with Microsoft Office Suite or related software.

Responsibilities

Lead and manage a team of sales representatives focused on converting leads into clients. Develop and implement sales strategies to improve conversion rates and ensure compliance with IRS regulations.