Small Business Tax Specialist (Inside Sales Rep)

• Proactively manage a high-volume pipeline of qualified leads and prospects
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement
• Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle
• Master our CRM system and other sales tools to efficiently manage your pipeline and client information
• Other duties as assigned

• A professional with 2-4 years of sales experience and a proven track record of meeting and exceeding sales targets
• An expert communicator who is skilled at building trust and rapport with clients via phone and video calls
• Highly disciplined, self-motivated, and goal-oriented with excellent time management skills
• Comfortable and adaptable with new technology, using it to enhance your workflow and client interactions
• A collaborative team player who thrives in a supportive environment and is open to coaching and mentorship

Experience closing high volume of high ticket items

• Basic Life Insurance and Long-Term Disability
• Optional medical, dental, vision, and disability insurance options through Anthem BCBS
• Short-Term Disability, Critical Illness, Accident Insurance
• Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance
• 401K with company match and vesting schedule
• 10 days of PTO, 5 company holidays, 2 floating holidays
• sick leave policies