Tax Firm Sales Associate (Remote Late PST/MST hours preferred)
We are looking for someone with one of the following: - 2 years of US CPA Firm experience - US CPA License (Required for international candidates) Pay: Starting at $4000-5000 USD a month salary Separate commissions tied to closed deals Benefits after 90 days - Health Care - PTO - Holidays - Sick days Working Hours US Applicants Regular hours: 10-7PM PST hours (or MST equivalent) Busy season hours: 10AM to 10 PM PST with weekend work International Applications Regular hours: 3-11PM PST hours (7AM-3PM PHP hours) Busy season hours: 10AM to 10 PM PST with weekend work Role Sales Consultant at the CPA Dude will deal with intake of prospective clients and follow a script and utilize general tax knowledge to educate prospects on our offerings (tax advisory, tax returns, bookkeeping and maintenance). The goal is to close the sale with a proposed service package and setup follow ups to ensure no leads are left unturned. Responsibilities Meet with prospects and leads via video calls Call prospects direct to schedule onboarding calls Assist in reviewing returns for potential tax planning upsell opportunities Results Close in on sales for US CPA firm potential client leads Location Remote position with dedicated and secure workspace required, free of distractions. Compensation Transparent compensation structure based on experience and performance Get paid what you're worth - we reward based on performance, not billable hours Bonus structure for identifying and closing upsell opportunities Competitive salary with a clear growth path Software You'll Use: ProConnect (Intuit) – tax return and extension prep TaxDome – CRM and secure client communication QuickBooks Online – for coordinating with bookkeepers Google Workspace – Docs, Sheets, Drive, Gmail (we don't use Microsoft Office) Go High Level Hiring Process Apply and record a Loom introducing yourself and explaining why you are a good fit for this position. Email that to : HR @ thecpadude.com Prescreen interview (30 minutes) Technical test (take-home) Panel/culture interview (60 minutes) Apply tot his job