About this role
Tax Advisory Sales Executive – Remote
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. This is a great opportunity for a tax professional or advisor who wants to move into a consultative sales role while staying in the tax industry.
What You'll Do
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Manage the full sales process from initial conversation through close and client handoff.
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Speak with business owners, founders, investors, executives, and high-income individuals.
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Understand client needs and determine whether they need tax preparation, planning, or advisory services.
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Use your tax knowledge to build credibility and identify potential opportunities.
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Explain complex tax services in a clear, easy-to-understand way.
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Manage your sales pipeline and follow up with prospects.
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Build strong relationships with prospective clients.
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Work closely with tax advisors to ensure a smooth transition to the service team.
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Help improve sales processes and messaging as the company grows.
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Keep accurate records and pipeline information in the CRM.
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What We're Looking For
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2–5 years of client-facing, business development, or sales experience.
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Strong understanding of taxation and the financial concerns of business owners and high-income individuals.
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Experience in tax, accounting, financial services, wealth management, fintech, or professional services is a plus.
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CPA or EA preferred, but not required.
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Strong communication and relationship-building skills.
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Comfortable discussing tax concepts with financially sophisticated clients.
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Organized, self-motivated, and comfortable working remotely.
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Entrepreneurial mindset and willingness to help build something as the company grows.
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Why This Role?
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You don't have to be a career salesperson. Your tax knowledge and ability to build trust are what matter most.
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If you've spent your career working with clients and understand the tax issues that matter to founders, business owners, investors, and high-income individuals, this is an opportunity to use that experience in a new way.
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JOB ID: 180401