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

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 the sales pipeline running smoothly.

Key Responsibilities

• Communicate directly with clients to collect required financial documents

• Review tax transcripts 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

• Ensure all cases entering the consultation stage are complete, verified, and ready for review

• Maintain accurate notes, documentation, and updates within the CRM

• Follow up with clients to obtain missing information or clarify financial details

• Assist in qualifying cases early to reduce delays and improve efficiency

• Keep the sales pipeline organized, up to date, and progressing forward

• Support overall improvements in conversion rates, workflow efficiency, and client experience

Qualifications

• Exceptional attention to detail and strong organizational skills

• Comfortable reviewing financial documents and identifying inconsistencies

• Professional communication skills, both written and verbal

• 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

• Experience with tax forms, bookkeeping, or financial documentation is helpful but not required—training is provided

• Strong teamwork, professionalism, and a client-focused approach

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 tcarr@ovationtaxgroup.com 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.

Job Type: Full-time

Pay: From $22.00 per hour

Benefits:

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

Application Question(s):

• available full time, 40 hours per week

Shift availability:

• Day Shift (Required)

Ability to Commute:

• Ronkonkoma, NY 11779 (Required)

Work Location: In person

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