Job Description

OPEN POSITION

Business Development Specialist (Tax-Focused | Fully Remote – U.S.)

Salary: $110,000 – $130,000
Location: Fully Remote (U.S.-based)
Type: Full-Time
High-impact, client-facing – less prep, more strategy

About the Opportunity
We're partnered with a modern, fast-growing CPA firm looking to add a Business Development Specialist with a strong tax background.
This role is designed for tax professionals who enjoy client interaction, strategy discussions, and the why behind the numbers—but want to step away from constant return prep.

Think:
Less compliance grind
More conversations, strategy, and impact

What Makes This Unique
Tax-focused role with inside sales + advisory exposure
No cold calling — warm inbound leads daily
Work directly with high-income clients + real estate investors
Opportunity to build business + client advisory skills
Designed as a career accelerator, not a detour

What You'll Be Doing
Lead discovery calls with inbound prospects
Translate tax strategies into real-world value for clients
Guide prospects through service offerings and engagement fit
Build and manage proposal pipeline + follow-ups
Collaborate with tax and advisory teams for a seamless client experience
Act as the voice of the client to improve messaging and services
Support onboarding and client experience from day one

Qualifications
Background in public accounting (tax experience strongly preferred)
Strong communication + client-facing skills
Interest in tax strategy and advisory work
Organized, detail-oriented, and business-minded
CPA or willing to obtain EA within 12 months

Why This Role
Step out of heavy compliance into a client advisory-facing role
Exposure to real estate tax strategies and high-income clients
Build business development + strategic communication skills
Fully remote with a modern, growth-focused firm
Expand your career path beyond traditional tax roles

Bottom Line
If you enjoy working with clients and talking strategy—but don't want to spend all season buried in returns—this is a chance to pivot your career without losing your technical edge.