Debt Analyst

J. David Tax Law, LLC

OVERVIEW: The Debt Analyst is the first point of contact for all inbound telephone contacts from J. David Tax Law prospects and clients. With an intent focus on being “client-centric,” the Debt Analyst must provide a world class “first impression lasting impression” through calm, confident, compassionate, and emphatic interactions. The Debt Analyst thinks quickly on their feet by quickly qualifying contacts through direct and assertive questioning to determine if the J. David Tax Law Tax Advisory Team can assist them with their IRS and/or state tax debt issue. RESPONSIBILITIES: Efficiently monitor and respond to leads in a timely manner. Professionally introduce all inbound telephone leads with designated warm greeting. Field and professionally interact with all inbound telephone leads to determine whether the Tax Advisory Team can support the prospective client’s issue(s). Field and professionally interact to existing client calls by evaluating their respective issue before warmly transferring the call to the appropriate attorney or legal assistant. Adhere to Tax Advisory Team word tracks and call scripts. Motivate and inspire. QUALIFICATIONS: Proficient written and verbal communication, exemplifying professional, assertive and confident telephone etiquette. Self-motivated and self-directed in job-related tasks and performance. Dependable and accountable with the ability to work independently. Attention to detail, especially as it relates to documentation. Must be client-centric and customer service focused. Familiarity with taxes and tax debt industry a plus. Previous high volume inbound/outbound call center or client intake experience required. Must be organized, with the innate ability to prioritize and multi-task. Ability to perform efficiently under periods of stress and pressure while retaining confidence and composure. Basic computer literacy and navigational ability (Microsoft Suite, including Word, Excel, Adobe Acrobat). Bilingual in Spanish is preferred. Job Type: Full-time Pay: $19.00 - $21.00 per hour Benefits: Dental insurance Disability insurance Health insurance Life insurance On-the-job training Paid sick time Paid time off Vision insurance Experience: inbound/outbound call: 3 years (Preferred) Language: Spanish (Preferred) Work Location: In person

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Debt Analyst

J. David Tax Law, LLC

Updated 4 months ago
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Jacksonville On-site 19–21 Full-Time 📅 21 days ago

About this role

OVERVIEW:

The Debt Analyst is the first point of contact for all inbound telephone contacts from J. David Tax Law prospects and clients. With an intent focus on being “client-centric,” the Debt Analyst must provide a world class “first impression lasting impression” through calm, confident, compassionate, and emphatic interactions.

The Debt Analyst thinks quickly on their feet by quickly qualifying contacts through direct and assertive questioning to determine if the J. David Tax Law Tax Advisory Team can assist them with their IRS and/or state tax debt issue.

RESPONSIBILITIES:

Efficiently monitor and respond to leads in a timely manner. Professionally introduce all inbound telephone leads with designated warm greeting. Field and professionally interact with all inbound telephone leads to determine whether the Tax Advisory Team can support the prospective client’s issue(s).

Field and professionally interact to existing client calls by evaluating their respective issue before warmly transferring the call to the appropriate attorney or legal assistant. Adhere to Tax Advisory Team word tracks and call scripts. Motivate and inspire.

QUALIFICATIONS:

Proficient written and verbal communication, exemplifying professional, assertive and confident telephone etiquette. Self-motivated and self-directed in job-related tasks and performance. Dependable and accountable with the ability to work independently.

Attention to detail, especially as it relates to documentation. Must be client-centric and customer service focused. Familiarity with taxes and tax debt industry a plus.

Previous high volume inbound/outbound call center or client intake experience required. Must be organized, with the innate ability to prioritize and multi-task. Ability to perform efficiently under periods of stress and pressure while retaining confidence and composure.

Basic computer literacy and navigational ability (Microsoft Suite, including Word, Excel, Adobe Acrobat). Bilingual in Spanish is preferred.

Job Type: Full-time

Pay: $19.00 - $21.00 per hour

Benefits:

Dental insurance Disability insurance Health insurance Life insurance On-the-job training Paid sick time Paid time off Vision insurance

Experience:

inbound/outbound call: 3 years (Preferred)

Language:

Spanish (Preferred)

Work Location: In person

About the Company

J. David Tax Law, LLC specializes in assisting clients with IRS and state tax debt issues, focusing on compassionate and client-centric service.

Key Highlights

  • Starting salary of $19–21 per hour
  • Full-time onsite position in Jacksonville
  • Opportunity to develop skills in customer service
  • Comprehensive benefits including health and dental insurance
  • Spanish language skills are a plus

💡 Honest Take: While the role offers competitive pay and benefits, the job's focus on high-pressure client interactions may not suit everyone. Interested candidates should assess their comfort with handling sensitive financial issues.

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