Overview
We are a boutique Tax & Accounting firm. We are seeking a detail-oriented and knowledgeable business development superstar to join our team. In this role, you will be responsible for obtaining new business for our tax experts to prepare tax returns for individuals and businesses, ensuring compliance with all applicable tax laws and regulations. The ideal candidate will possess strong analytical skills, a solid understanding of the tax concept, and the ability to provide exceptional customer service. This position offers an opportunity to work in a dynamic environment where your expertise will contribute to the financial success of our clients.
Responsibilities and Duties:
Utilize your network of professionals or clients who pay taxes (e.g., dentists, teachers, and other small business owners) to share tax saving flyers and setup a free review of taxes 30-minute virtual appointment.
Identify and prospect potential clients for Taxly Associates tax planning services, particularly those who could benefit from saving on their taxes.
Educate clients on the tax-saving benefits of our products and help them understand the return on investment (ROI) they can achieve by working with Taxly Associates.
Work closely with Taxly back-office to provide potential tax savings calculations and assist in closing cases.
Collaborate with managers to review your sales pipeline and identify opportunities for growth.
What We Offer:
Unlimited Earning Potential: Top performers can earn multiple six figures annually with uncapped commissions and a highly competitive commission structure.
Flexible work hours and a remote work environment.
Build a successful career with upward mobility at an expanding company.
Industry-leading sales training and resources - plus unlimited potential for upward mobility. We promote from within!
Join a passionate, purpose-driven team where your efforts are recognized, valued, and rewarded.
The ideal candidate will possess the following characteristics:
1-3 years of experience in sales
A good network with cpas, attorneys, or business owners who pay lots of taxes
Strong attention to detail and organizational skills.
Strong communication skills, both written and verbal.
Ability to work independently and manage time effectively in a remote environment.
Proficient in using CRM tools and sales software.
Reply and attach your resume. One of our recruiters will reach out to you by phone THIS WEEK!
Job Types: Full-time, Part-time
Expected hours: 20 – 40 per week
Benefits:
Flexible schedule
Work from home
Schedule:
Day shift
Monday to Friday
