About TDA
TDA is a specialist tax depreciation and cost segregation firm. We help property investors and their advisors unlock the depreciation deductions hiding inside their buildings, and we do it through a growing national network of franchise offices. We’re a small, fast-moving team where your work is visible immediately and you’re not waiting three layers up for a decision.
The role
Our growth runs on referral partners — accountants, CPAs, financial advisors, property managers, real estate agents, mortgage brokers and buyer’s agents who have clients we can help. Some of those relationships are already producing. Many aren’t yet, and many haven’t been started.
Your job is to change that. You’ll be out in front of partners — in person, at events, and on Teams — explaining what we do, why it matters to their clients, and making it easy for them to send work our way. Then you’ll keep those relationships warm so the referrals keep coming, not just once.
This is a role for someone who can genuinely sell, but who understands that in this market the sale is often to the advisor, not the end client.
What you’ll be doing
- Meet with referral partners — face to face, at their offices, and over Teams
- Educate partners on TDA’s tax depreciation and cost segregation services: what we do, when to refer, what their client gets, and what’s in it for the partner
- Build and maintain a territory plan — know who your top 50 partners are and why
- Prospect for new partners: outbound outreach, warm introductions, industry networking
- Close: convert conversations into signed engagements and active referral relationships
- Represent TDA at industry events, conferences, CPE sessions and networking functions
- Present to groups — run partner briefings, lunch-and-learns and webinars
- Keep the CRM current: pipeline, activity, partner history, forecast
- Work with marketing so campaigns and events support what’s happening in your territory
- Report to leadership on pipeline, conversion and partner performance
What you’ll bring
- 3+ years in B2B sales or business development with a track record you can talk through in numbers
- Proven ability to close, and to manage a longer, relationship-led sales cycle
- Genuine hunting ability: you’re comfortable finding and opening new opportunities, not just servicing existing ones
- Strong presentation skills, in person and on video calls
- Confident discussing financial or tax concepts with professional audiences (we’ll train you on the technical detail)
- Disciplined with CRM and pipeline management
- Valid driver’s license and willingness to travel within the territory
- Willingness to attend occasional evening or weekend industry events
Nice to have
- Experience selling to or through accountants, CPAs, financial advisors or real estate professionals
- Background in tax, property, construction, financial services or professional services
- Experience building a referral or channel partner network from a standing start
What we offer
- $60,000- $80,000 salary pending experience
- A defined territory and marketing support behind you
- A service that is genuinely easy to advocate for — partners look good for referring it
- Direct access to leadership; short path from idea to decision
Pay: $60,386.78 - $80,766.88 per year
Work Location: In person
