Strategic Tax Services Account Executive

KBKG - Tax Credits, Incentives & Cost Recovery; United States; On-site; USD 70,000 - 80,000; Full time

Job summary

KBKG LLC is seeking an Account Executive to identify, qualify, and convert prospective clients through the full sales cycle, from initial outreach to contract signing. You will build relationships with CFOs, controllers, and owners, educate prospects on KBKG’s tax services, and tailor solutions to client needs.

This role requires proactive, consultative selling, pipeline management, and a smooth handoff to service delivery.

Qualifications

• Bachelor’s degree preferred.
• Minimum 2 years in B2B sales (CPA/tax/financial services ideal).
• Strong verbal and written communication skills.
• Ability to work independently in a fast-paced team environment.
• Strong attention to detail and analytical skills.
• Proficient with MS Office, especially Excel.
• Experience with Salesforce or HubSpot is preferred.

Responsibilities

• Identify and research potential clients within target markets.
• Outbound outreach via email, phone, LinkedIn, and other channels.
• Conduct discovery calls to assess fit, need, authority, budget, and timeline.
• Educate prospects on KBKG’s services and value proposition.
• Log qualification details in the CRM for visibility and tracking.
• Build rapport with key decision-makers (CFOs, controllers, owners).
• Negotiate terms and pricing within guidelines and close deals.
• Ensure a smooth transition to service delivery teams and handoff.
• Maintain accurate records of all activities and forecast revenue.

Skills

Bachelor’s Degree

2+ years of B2B sales

Verbal and written communication

Independent work style

Attention to detail

Analytical skills

Excel proficiency

Salesforce

HubSpot

Education

Bachelor’s Degree

Tools

Salesforce

HubSpot

Microsoft Excel

Job description

KBKG LLC is seeking an Account Executive to identify, qualify, and convert prospective clients through the full sales cycle, from initial outreach to contract signing. You will build relationships with CFOs, controllers, and owners, educate prospects on KBKG’s tax services, and tailor solutions to client needs.

This role requires proactive, consultative selling, pipeline management, and a smooth handoff to service delivery.