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Sales Specialist – Tax Services (H&R Block or Similar Experience Welcomed!)

George Dimov CPA -
Remote

Quick Apply

Job Details

Full-time
$85,000 - $150,000 a year
10 days ago

Benefits

Work from home

Qualifications

Deal closing
Business development management
Customer communication
Customer relationship building
Client rapport building
Networking through cold outreach
English
Client database systems
Business development
Phone canvassing
Sales management systems proficiency
Initial Contact (sales skills)
Organizational skills
Prospecting
Lead Tracking
Sales strategy
Client acquisition
Corporate sales environment
CRM system proficiency
Telemarketing
Sending lead generation communications
Closing sales leads
Sales automation technologies
Sales follow-up
Client interaction via phone calls

Full Job Description

Overview
Are you a natural relationship-builder who loves the thrill of closing a deal? Do you have experience working with clients on their taxes—perhaps at a firm like H&R Block or a local accounting office—but realized your true passion lies in the sales and client-facing side of the business rather than just crunching numbers all day?

We are looking for a dynamic Sales Specialist who understands the basic language of tax accounting but thrives on selling, networking, and onboarding new clients. You don't need to be a CPA or a master tax strategist; we need your charisma, drive, and ability to connect with clients to help grow our business.

Duties

Conduct outbound calls and warm outreach to prospective clients, promoting our tax services with enthusiasm and professionalism
Develop new business opportunities through B2B sales strategies, leveraging telemarketing and inside sales techniques
Utilize CRM software such as Salesforce to manage leads, track interactions, and follow up effectively
Engage customers through consultative conversations, understanding their needs and presenting tailored tax solutions
Negotiate service agreements and close sales by demonstrating value and building trust with clients
Collaborate with marketing teams to identify target audiences and optimize outreach campaigns
Maintain excellent customer service standards by responding promptly to inquiries and providing clear information about our services

Requirements

Proven experience in tax services sales, preferably with H&R Block or similar organizations
Strong negotiation skills with the ability to close deals confidently
Experience in B2B sales, telemarketing, technology sales, or technical sales is highly desirable
Familiarity with CRM software such as Salesforce for managing customer relationships
Excellent communication skills in English, both verbal and written
Ability to conduct outbound calling campaigns effectively, including warm calling techniques
Demonstrated success in inside sales, business development, and customer service roles
Strong organizational skills with the ability to handle multiple leads simultaneously and follow through diligently

Join us as a Sales Specialist – Tax Services and become a vital part of a vibrant team dedicated to delivering exceptional service while driving business growth. Your energy, expertise, and passion for sales will help shape our success story!

Pay: $85,000.00 - $150,000.00 per year

Benefits:

Work from home

Work Location: Remote

Quick Apply

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Sales Specialist – Tax Services (H&R Block or Similar Experience Welcomed!)

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