Job Description

SALES SUPPORT ASSISTANT

About Ovation Tax Group

Ovation Tax Group is a rapidly growing leader in tax negotiation, planning, and compliance services. Through a highly service-driven, direct-to-consumer model, we provide clients with a professional, accurate, and compassionate experience. As our company continues to expand, we are seeking dependable, detail-oriented team members who value precision, efficiency, and exceptional client service.

Position Overview

We are seeking a highly organized and detail-driven Administrative Assistant in Sales Support to support our sales and consultation team. This role plays a critical part in preparing client financials, gathering and organizing required documentation, and ensuring each case is complete and ready for review before moving into the consultation stage.

This position will support client communication, document processing, and workflow coordination to help maintain an efficient and accurate sales pipeline.

This position is ideal for someone who thrives in a fast-paced, structured environment, enjoys working with financial information, and takes pride in delivering accurate, complete work that keeps operations running smoothly.

Key Responsibilities

Administrative & Client Support

• Communicate directly with clients to collect required financial documents and information
• Provide professional and courteous customer service via phone, email, and in-person interactions
• Answer and route incoming calls, assisting with client inquiries and appointment coordination
• Maintain accurate notes, documentation, and updates within the CRM system

Sales & Financial Support

• Review tax transcripts and financial documents to verify balances, filing status, and compliance
• Prepare, organize, and format financial information for consultant review
• Identify early red flags, missing documents, or discrepancies that may impact case qualification
• Assist in qualifying cases early to reduce delays and improve overall efficiency
• Ensure all cases entering the consultation stage are complete, verified, and ready for review

Operations & Workflow Coordination

• Follow up with clients to obtain missing information or clarify financial details
• Keep the sales pipeline organized, up to date, and progressing forward
• Support improvements in conversion rates, workflow efficiency, and overall client experience
• Assist with general administrative tasks and office operations as needed

Qualifications

• Exceptional attention to detail and strong organizational skills
• Comfortable reviewing financial documents and identifying inconsistencies
• Professional communication skills, both written and verbal
• Ability to manage high-volume client interactions and maintain professionalism under pressure
• Able to follow established procedures and maintain accuracy in a fast-paced environment
• Reliable, disciplined, and proactive work ethic
• Ability to manage multiple tasks and deadlines simultaneously
• Strong teamwork skills and a client-focused mindset
• Proficiency in Microsoft Office, CRM systems, and general office tools

Preferred (but not required):

• Experience with tax forms, bookkeeping, or financial documentation
• Experience in administrative support, sales support, or office operations
• Familiarity with handling sensitive or confidential client information

Why Join Ovation Tax Group?

Performance-Based Compensation: Competitive base pay with opportunities for bonuses and spiffs based on accuracy and efficiency

Career Growth: Rapid upward mobility within a fast-growing organization—top performers are promoted quickly

Training & Development: Comprehensive training in financial documentation, transcript review, IRS Form 433 components, CRM processes, and more

Team Environment: Work alongside experienced consultants in a supportive, collaborative, and service-focused setting

Client Impact: Your accuracy and attention to detail directly improve case outcomes and enhance the client experience

How to Apply

If you're a detail-oriented professional seeking a stable role with strong growth opportunities, we’d love to hear from you. Please send your resume to Terri Carr at [email protected] with the subject line: SALES SUPPORT ASSISTANT Application.

Ovation Tax Group is an equal opportunity employer. We value diversity and are committed to fostering an inclusive workplace for all.

Pay: $22.00 - $26.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Available to start as soon as possible?
• Available to work full time, 40 hours per week?

Ability to Commute:

• Ronkonkoma, NY 11779 (Required)

Work Location: In person

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