Sales Representative - Tax/Accounting

Hall CPA PLLC; Oregon; Hybrid; USD 50,000 - 130,000; Full time

Job summary

Hall CPA PLLC is a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers across the United States. We are known for rapid growth and a culture that supports career development within a real estate niche.

Salary plus commission starting at $50,000–$130,000, with a performance-driven path and opportunities to expand client pipelines through strategic outreach and inbound leads. Join a fast-paced team embracing modern marketing and remote work.

Qualifications

• Bachelor's degree in a related field.
• Proven success in inside sales with a strong track record of exceeding goals.
• Professional video presence, with experience managing 7+ calls per day.
• Experience utilizing HubSpot, ClickUp, or similar CRM.
• Excellent verbal and written communication skills, with the ability to engage with prospects.
• Strong listening and presentation skills, ensuring client needs are clearly understood.
• Excellent multitasking, prioritization, and time management skills.

Responsibilities

• Lead engaging discovery meetings with qualified inbound leads to understand their pain points and identify how our services can deliver value.
• Become an expert in the firm's service offerings and clearly communicate how we solve clients' challenges.
• Analyze and understand client needs, presenting relevant solutions.
• Route complex opportunities to the appropriate executives for further development and closure as needed, ensuring smooth transitions.
• Close deals with prospective clients and consistently achieve quarterly sales goals.
• Proactively source new sales opportunities through inbound lead follow-up and tapping into our existing lead list.
• Research accounts, identify key players, and generate interest by creating tailored outreach strategies as needed.
• Cultivate relationships with channel partners to build pipelines and close deals.

Education

Bachelor's degree in a related field

Tools

HubSpot

ClickUp

Job description

We are a 100% virtual CPA firm with our team members located throughout the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate, often owning investment properties themselves.Our firm is one of the fastest-growing accounting firms in the USA, landing a spot on the Inc. 5000 in 2022 (clearing 50% annual growth rates) and again in 2023, 2024, and 2025. We achieve this through our digital marketing strategies and by fostering a modern company culture that enables team members to build their careers.

Salary + Commission Starting at: $50,000 - $130,000

Areas of Responsibility

• Lead engaging discovery meetings with qualified inbound leads to understand their pain points and identify how our services can deliver value
• Become an expert in the firm's service offerings and clearly communicate how we solve clients' challenges
• Analyze and understand client needs, presenting relevant solutions
• Route complex opportunities to the appropriate executives for further development and closure as needed, ensuring smooth transitions
• Close deals with prospective clients and consistently achieve quarterly sales goals
• Proactively source new sales opportunities through inbound lead follow-up and tapping into our existing lead list
• Research accounts, identify key players, and generate interest by creating tailored outreach strategies as needed
• Cultivate relationships with channel partners to build pipelines and close deals

Qualifications

• Bachelor's degree in a related field
• Proven success in inside sales, with a strong track record of exceeding goals
• Professional video presence, with experience managing 7+ calls per day
• Experience utilizing Hubspot, ClickUp, or similar CRM
• Excellent verbal and written communication skills, with the ability to engage with prospects
• Strong listening and presentation skills, ensuring client needs are clearly understood
• Excellent multitasking, prioritization, and time management skills

Expectations for remote work

• Clean and professional background (or blurred background)
• No noise or other distractions in the background (i.e., dogs, children, etc.)
• Dedicated space or room for working
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• Laptop and $500 tech reimbursement for computer/tech accessories provided

You're a Good Fit For Our Culture If:

• You're friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You're disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You have exceptional time management skills
• You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance
• You take ownership of your work, clients, and team members and drive projects to the finish line
• You love working with and speaking to clients, delivering results, and improving their lives
• You're eager to learn and can quickly implement feedback to improve consistently