Tax Firm Sales Associate (Remote Late PST/MST hours preferred)

Remote, USA Full-time
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 salarySeparate commissions tied to closed dealsBenefits after 90 days- Health Care- PTO- Holidays- Sick daysWorking HoursUS ApplicantsRegular hours: 10-7PM PST hours (or MST equivalent)Busy season hours: 10AM to 10 PM PST with weekend workInternational ApplicationsRegular hours: 3-11PM PST hours (7AM-3PM PHP hours)Busy season hours: 10AM to 10 PM PST with weekend workRoleSales 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 bolthires to ensure no leads are left unturned. ResponsibilitiesMeet with prospects and leads via video callsCall prospects direct to schedule onboarding callsAssist in reviewing returns for potential tax planning upsell opportunitiesResultsClose in on sales for US CPA firm potential client leadsLocationRemote position with dedicated and secure workspace required, free of distractions. CompensationTransparent compensation structure based on experience and performanceGet paid what you're worth - we reward based on performance, not billable hoursBonus structure for identifying and closing upsell opportunitiesCompetitive salary with a clear growth pathSoftware You'll Use:ProConnect (Intuit) – tax return and extension prepTaxDome – CRM and secure client communicationQuickBooks Online – for coordinating with bookkeepersbolthires Workspace – Docs, Sheets, Drive, Gmail (we don't use bolthires Office)Go High LevelHiring ProcessApply and record a Loom introducing yourself and explaining why you are a good fit for this position.Email that to : HR @ thecpadude.comPrescreen interview (30 minutes)Technical test (take-home)Panel/culture interview (60 minutes) Apply tot his job
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