Tax Advisory Sales Executive: Consultative Growth

Nbutexas; Columbus (OH); Remote; USD 70,000 - 110,000; Full time

Job summary

Our client is a growing, technology-driven tax advisory firm serving founders, business owners, investors, executives, and high-net-worth individuals. They combine tax expertise with technology to provide proactive tax planning and advisory services.

They are looking for a Sales Account Executive who understands tax and enjoys working with clients, offering a path into a consultative sales role within the tax industry.

Qualifications

• 2-5 years of client-facing, business development, or sales experience.
• Strong understanding of taxation and the financial concerns of business owners and high-income individuals.
• Experience in tax, accounting, financial services, wealth management, fintech, or professional services is a plus.
• CPA or EA preferred.
• Strong communication and relationship-building skills.
• Comfortable working remotely.
• Entrepreneurial mindset and willingness to help build something as the company grows.

Responsibilities

• Manage the full sales process from initial conversation through close and client handoff.
• Speak with business owners, founders, investors, executives, and high-income individuals.
• Understand client needs and determine whether they need tax preparation, planning, or advisory services.
• Use your tax knowledge to build credibility and identify potential opportunities.
• Explain complex tax services in a clear, easy-to-understand way.
• Manage your sales pipeline and follow up with prospects.
• Build strong relationships with prospective clients.
• Work closely with tax advisors to ensure a smooth transition to the service team.
• Help improve sales processes and messaging as the company grows.
• Keep accurate records and pipeline information in the CRM.

Education

CPA or EA preferred

Tools

CRM software

Job description

Our client is a growing, technology-driven tax advisory firm serving founders, business owners, investors, executives, and high-net-worth individuals. They combine tax expertise with technology to provide proactive tax planning and advisory services.

They are looking for a Sales Account Executive who understands tax and enjoys working with clients, offering a path into a consultative sales role within the tax industry.