Overview
We are seeking a seasoned, highly skilled Tax Consultant (Sales) to apply a consultative sales approach and guide incoming leads toward meaningful tax and financial outcomes. My CPA Coach is a fast-growing CPA tax firm specializing in tax planning and consulting for small business owners and high-income individuals.
This role is ideal for a sales professional with a strong financial sales background, excellent listening and communication skills, and the ability to confidently lead tax-focused sales conversations from discovery through close.
Highlights of the Role:
- Earnings Potential: $100-200K/year (reps earn $150K on average)
- $50K Base Salary Provided, Unlimited Commissions
- Receive 100-150 hot inbound leads each month
- 90% of meetings are set for you - all you have to do is close
- Conduct video sales consultations via Zoom with business owners and high-income individuals
- Prepare high-converting sales proposals & present it to your leads
- Work from home; position is 100% remote
The Ideal Candidate:
- Has at least 5 years of consultative sales experience
- Has sales experience in financial services, accounting, or tax
- Is confident to sell to clients independently (resources provided)
- Is able to work effectively and efficiently on tasks
Job Responsibilities:
- Conduct video sales consultations with leads via Zoom
- Qualify needs and consult leads on the best solution to meet their needs
- Identify and overcome all potential objections related to the proposed solution
- Provide a proposal, quote, and sign-up details to leads who desire to move forward with services
- Retrieve necessary documents and information from customers to begin services
- Act as a secondary point of contact for customers who move forward with services (for upsells and service renewals)
- Contact incoming flow of leads to schedule a video conference meeting via Zoom
- Follow-up with all proposals, leads, and customers with outstanding tasks
Qualifications
- At least 3 years of consultative sales experience
- At least 3 years of work experience in financial or B2B sales
- Strong problem solving and interpersonal communication skills
- Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement
- Willingness and ability to learn new tools and technologies quickly
Bonus Qualifications (Not Required)
Experience selling tax planning, accounting services, or financial advisory solutions
Active or prior financial licenses:
- Enrolled Agent or Certified Public Accountant
- FINRA / Series Licenses (ex: 6, 7, 63, 65, 66)
- Life or Health Insurance Licenses
- Registered Investment Advisor (RIA) experience
Job Type: Full-time
Pay: $105,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Experience:
- financial sales, accounting sales, or B2B sales: 3 years (Required)
Work Location: Remote
