About the Opportunity
KB Tax Devisers CPA is expanding and looking for a skilled Account Executive to close premium tax strategy and advisory engagements for entrepreneurs and small business owners.
In this role, you'll speak with inbound, pre-qualified prospects who are actively seeking help optimizing their tax strategy. Deal sizes typically range from $15K to $30K+, and your role is to guide them through a thoughtful, informed decision — not a high-pressure pitch.
This is a consultative sales environment where trust, clarity, and strong discovery matter more than speed.
What to Expect
You'll work with business owners who:
- Have experienced poor service from accountants in the past
- Are cautious about making another financial decision
- May take 30–90 days to fully commit
Success in this role requires patience, persistence, and the ability to confidently navigate deeper financial conversations.
Compensation & Work Setup
- Competitive draw + uncapped commissions
- Typical earnings: $90,000–$145,000+ annually
- High performers consistently reach six figures
- Fully remote role (US or Canada-based)
- Standard schedule: Monday–Friday, aligned with CST business hours
Perks & Support
- Ongoing sales coaching and call reviews
- Access to leadership and performance feedback
- Professional development resources
- Remote flexibility within working hours
- Growth opportunities within the organization
Key Responsibilities
- Run 3–4 discovery calls daily via phone and Zoom
- Diagnose client challenges related to taxes, cash flow, and financial structure
- Present tailored advisory solutions based on each client's situation
- Manage longer-term follow-ups (30–90 days) with consistency and strategy
- Maintain accurate pipeline tracking in HubSpot CRM
- Participate in team meetings and contribute to process improvements
- Consistently hit performance benchmarks (booking targets, close rate, etc.)
Ramp-Up Timeline
- Weeks 1–2: Training on services, systems, pricing, and ideal client profiles
- Weeks 3–4: Begin handling calls with coaching support
- Month 2: Manage your own pipeline and improve close rates
- Month 3: Fully independent closer with consistent performance
What We're Looking For
- Minimum 2 years of high-ticket sales experience ($3K+ deals)
- Background in B2B or financial-related sales is a strong plus
- Ability to quickly build trust with business owners
- Strong objection-handling skills (clear, direct communication)
- Comfortable managing longer sales cycles without losing momentum
- Experience using CRM platforms (HubSpot preferred)
- Coachable and open to feedback
- Reliable remote work setup and availability during business hours
This Role May Not Be Ideal If:
- You prefer fast, transactional sales environments
- You're uncomfortable discussing financial topics in depth
- You cannot clearly speak to your past sales performance metrics
What Success Looks Like
- Consistently achieving 25%+ close rate on qualified calls
- Clients feel informed and confident in their decisions
- CRM and pipeline data are accurate and up to date
- Leadership trusts your numbers and forecasting
How to Apply
Submit your application here: https://tsl-candidate-application.vercel.app/
The process takes about 5 minutes. After applying, you'll complete a short behavioral assessment to help us understand your working style.
Additional Details
- Location: Must be based in the US or Canada
- Schedule: Full-time (40 hours/week, Monday–Friday)
- Work Environment: 100% Remote
Benefits:
- Flexible schedule
- On-the-job training
- Opportunities for advancement
- Professional development assistance
- Work from home
Application Questions:
- Do you have experience with longer sales cycles (30–90 days)?
- Which CRMs have you used?
Experience Required:
- High-ticket sales: 2 years (Required)
Work Location: Remote
Job Type: Full-time
Pay: $90,000.00 - $145,000.00 per year
Benefits:
- Flexible schedule
- On-the-job training
- Opportunities for advancement
- Professional development assistance
- Work from home
Application Question(s):
- Do you have experience with longer sales cycles (30–90 days)?
- Which CRMs have you used?
Experience:
- high-ticket sales: 2 years (Required)
Work Location: Remote
