Sales Representative - Tax/Accounting

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.

As an Inside Sales Representative at our firm, you will conduct discovery meetings with qualified leads generated by the marketing team and engage with qualified clients to discuss our tax planning and accounting services. Additionally, you will utilize our extensive lead database to identify additional sales opportunities.

Team members who thrive at our firm possess excellent time management skills, are self-motivated and adaptable, and work effectively in an autonomous environment.

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

• 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

• 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

• 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 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