Sales Representative - Tax/Accounting

We are a 100% virtual CPA firm with our team members located throughout the United States. As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers. Our team has a passion for real estate, often owning investment properties themselves.

Our firm is one of the fastest-growing accounting firms in the USA, landing a spot on the Inc. 5000 in 2022 (clearing 50% annual growth rates) and again in 2023, 2024, and 2025. We achieve this through our digital marketing strategies and by fostering a modern company culture that enables team members to build their careers.

As an Inside Sales Representative at our firm, you will conduct discovery meetings with qualified leads generated by the marketing team and engage with qualified clients to discuss our tax planning and accounting services. Additionally, you will utilize our extensive lead database to identify additional sales opportunities.

Team members who thrive at our firm possess excellent time management skills, are self-motivated and adaptable, and work effectively in an autonomous environment.

Salary + Commission Starting at: $50,000 - $130,000

Areas of Responsibility

Lead engaging discovery meetings with qualified inbound leads to understand their pain points and identify how our services can deliver value

Become an expert in the firm’s service offerings and clearly communicate how we solve clients’ challenges

Analyze and understand client needs, presenting relevant solutions

Route complex opportunities to the appropriate executives for further development and closure as needed, ensuring smooth transitions

Close deals with prospective clients and consistently achieve quarterly sales goals

Proactively source new sales opportunities through inbound lead follow-up and tapping into our existing lead list

Research accounts, identify key players, and generate interest by creating tailored outreach strategies as needed

Cultivate relationships with channel partners to build pipelines and close deals

Qualifications

Bachelor’s degree in a related field

Proven success in inside sales, with a strong track record of exceeding goals

Professional video presence, with experience managing 7+ calls per day

Experience utilizing Hubspot, ClickUp, or similar CRM

Excellent verbal and written communication skills, with the ability to engage with prospects

Strong listening and presentation skills, ensuring client needs are clearly understood

Excellent multitasking, prioritization, and time management skills

Expectations for remote work

Clean and professional background (or blurred background)

No noise or other distractions in the background (i.e., dogs, children, etc.)

Dedicated space or room for working

Business casual attire for client interactions

Always use video (80% of communication is non-verbal)

Laptop and $500 tech reimbursement for computer/tech accessories provided

You’re a Good Fit For Our Culture If:

You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others

You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry

You have exceptional time management skills

You possess excellent communication and listening skills, breaking down barriers to solve problems and improve operational performance

You take ownership of your work, clients, and team members and drive projects to the finish line

You love working with and speaking to clients, delivering results, and improving their lives

You’re eager to learn and can quickly implement feedback to improve consistently