Join the Oro Tax Advisors Team!
At Oro Tax Advisors, we believe an exceptional tax strategy is the cornerstone of lasting wealth. Oro combines decades of high-level tax and legal experience with a passion for empowering entrepreneurs.
Our mission is simple: help clients keep more of what they earn and strategically build wealth through smart tax planning. We provide the stability and trust expected from a prestigious tax firm, paired with the personal attention and warmth of a trusted advisor. Our name, Oro, Italian for gold, reflects the enduring standard we set for ourselves and our clients.
Oro Tax Advisors is looking for a dedicated Closer to join our amazing team! The Closer is responsible for transforming high-value qualified opportunities into signed service contracts, directly expanding the firm's assets under management and recurring revenue. Success in this role looks like an elite consultative close rate on strategy consultations, rapid turnaround on proposal of services, unyielding pipeline follow-up urgency, and clean cross-functional handoffs that preserve client momentum into the onboarding phase. This is a high-impact, collaborative role that blends financial diagnosis with enterprise contract execution.
Do you hold yourself to a gold standard? Then apply! We are looking for top-talent to join our dynamic team and be a driving force. At Oro, we don’t just file taxes, we help clients build a legacy.
Key Responsibilities:
- High-Ticket Consultative Diagnosis & Strategy Delivery: Conduct comprehensive tax strategy consultations with small-to-mid size business owners, utilizing an inquiry-based, facilitative posture to uncover significant tax payment and CPA service gaps.
- ROI Translation & Value Framing: Translate corporate structural complexities, profit margins, and entity liabilities into clear, accessible tax mitigation opportunities that prove the financial ROI of Oro's service tiers.
- Presentation Authority: Command the presentation space with authority, positioning the firm’s premium programs as the definitive solution to the prospect’s wealth preservation needs.
- Proposal Packaging & Speed: Package and deliver engagement letters and service fee proposals through contract portals with velocity following a strategy session.
- Objection Resolution: Manage high-stakes objection resolution cycles, navigating complex financial queries from business owners or company financial controllers smoothly.
- Pipeline Urgency: Execute assertive, structured follow-up cadences across all open proposals, ensuring zero stagnation within the sales funnel.
- Cash-Collected Contract Execution: Secure signed engagement letters paired with valid payment method authorizations, ensuring all deals are won on a verified "cash-collected" framework.
- Feedback Loops with Setting Teams: Partner with inbound and field setting teams to deliver constructive, diagnostic feedback regarding lead quality, optimizing front-end targeting metrics.
- Discovery Documentation & Onboarding Handoff: Document precise discovery logs, client objectives, and specific tax pain points within GoHighLevel, facilitating a flawless handoff to the operations and fulfillment teams.
Qualifications:
- Education: High School Diploma or equivalent experience in communications, marketing, business development, or high-volume phone sales. (Bachelor’s Degree in Finance, Accounting, Business, or an equivalent high-ticket consultative sales field preferred).
- Experience: 4+ years of documented success closing high-ticket B2B service packages, corporate advisory retainers, premium financial strategies, or enterprise consulting solutions. (6+ years closing high-value corporate tax planning, asset protection, or wealth preservation services preferred).
- Technical Proficiencies: Advanced pipeline stage management inside GoHighLevel, contract execution management via DocuSign/PandaDoc, and shared visibility platforms.
- Power Skills: Excellent consultative objection handling, exceptional professional presentation, elite verbal and written command, and deep pipeline management.
- Key Qualities: High comfort operating in an early-stage, fast-moving startup environment; an innate builder mentality rather than a passive manager mindset; deep emotional intelligence required to interface smoothly with premium, high-net-worth business owners; and an unyielding commitment to operational accountability.
- Standards: Highest level of professionalism, ethical standards, and accountability.
Compensation:
- Compensation: 100% Un-Capped-Commission (OTE $120,000 - $180,000)
Location: Remote, Ponte Vedra, FL 32081
Status: Full-time, 1099 Contractor
Schedule: Office Hours: M-F, 9-5, Not strict for Sales Team.
Pay: $60,000.00 - $80,000.00 per year
Work Location: Remote
