Remote Account Executive — Specialty Tax Solutions

KBKG LLC; United States; Remote; USD 70,000 - 80,000; Full time

Job summary

KBKG LLC is seeking an Account Executive to identify and convert prospective clients in the specialty tax space. You will manage full sales cycles, educate prospects on KBKG’s services, and collaborate with subject-matter experts to tailor solutions that fit client needs.

Ideal candidates have 2+ years in B2B sales within tax or financial services, strong communication skills, and proficiency with Excel. You will own contract signing and coordinate with delivery teams to ensure a smooth handoff.

Qualifications

• Bachelor’s degree preferred.
• 2+ years of B2B sales experience in CPA/tax/financial services.
• Excellent verbal and written communication skills.
• Ability to work independently and in a fast-paced team environment.
• Strong attention to detail and analytical skills.
• Proficient with Excel; Salesforce or HubSpot experience preferred.

Responsibilities

• Identify and research potential clients in target markets.
• Conduct outbound outreach via email, phone, LinkedIn, and other channels.
• Perform discovery calls to assess fit, need, authority, budget, and timeline.
• Educate prospects on KBKG’s specialty tax services and value proposition.
• Log qualification details in the CRM for visibility and tracking.
• Build rapport with CFOs, controllers, owners, and other decision-makers.
• Prepare tailored proposals and estimates; support late-stage conversations with SMEs.
• Own the contract signing and handoff to delivery teams.
• Forecast revenue and monitor pipeline health.

Skills

Communication

Self-motivation

Analytical skills

Excel

Salesforce/HubSpot

Independent work

Education

Bachelor’s degree preferred

Tools

Salesforce

HubSpot

Job description

KBKG LLC is seeking an Account Executive to identify and convert prospective clients in the specialty tax space. You will manage full sales cycles, educate prospects on KBKG’s services, and collaborate with subject-matter experts to tailor solutions that fit client needs.

Ideal candidates have 2+ years in B2B sales within tax or financial services, strong communication skills, and proficiency with Excel. You will own contract signing and coordinate with delivery teams to ensure a smooth handoff.