Business Development Specialist- Tax

** Full-time W2 exempt position base + commission. 40-hour per work week hybrid .**

Job Summary:

The Business Development Specialist is responsible for engaging new inbound leads, educating them on the firm's tax, accounting, and fractional CFO services, and conducting the initial Consultations to determine fit. This role nurtures early-stage prospects, identifies pain points, and guides qualified businesses to the Document Request stage for quotes on tax or accounting services. The ideal candidate excels at opening conversations with business owners generating $5M+ who seek financial clarity, cash flow oversight, forecasting, and higher-level advisory beyond basic CPA work.

Ideal Candidate Profile

You are a proactive communicator who thrives in high-volume, dynamic environments. You are adept at identifying "financial blind spots" and can articulate the value of sophisticated advisory services (Tax Strategy, Fractional CFO, and KPI Monitoring) to CEOs and Founders.

Personality & Behavior

• Resourceful Problem-Solver: Naturally curious and energized by uncovering deeper operational challenges.

• Executive Presence: Confident initiating high-level conversations with senior leaders and business owners.

• Persistent & Supportive: Consistent in follow-up and committed to ensuring prospects feel supported throughout the early stages.

• Team-Oriented: Willing to hand off leads to Advanced Specialists when warranted to ensure the best soluition outcome.

Key Responsibilities

Lead Engagement & Initial Consultation

• Serve as the primary point of contact for inbound leads, outbound efforts, and face-to-face meetings.

• Conduct structured consultations to identify urgent needs such as tax inefficiencies, cash flow issues, or lack of financial visibility.

• Educate prospects on the value of fractional CFO services beyond basic CPA functions.

Pipeline Management & Qualification

• Qualify prospects based on revenue size ($5M+), industry, and operational maturity.

• Facilitate the transition of qualified prospects to the Document Request stage for tax and accounting quotes.

• Execute nurture steps in alignment with the company’s Follow-Up System (strategic calls and email sequences).

Collaboration & Documentation

• Maintain meticulous CRM documentation, capturing pain points, goals, and context.

• Partner closely with Sales Specialists and Advanced Sales Specialists (AdSS) to maintain a seamless transition for the prospect.

• Participate in collaborative troubleshooting to improve qualification accuracy and funnel efficiency.

Skills & Experience

Requirements

• Education: Bachelor’s degree in Business, Communications, Marketing, or a related field preferred.

• Experience: Proven success in business development, inside sales, or onboarding.

• Technical Literacy: Ability to explain tax planning, bookkeeping systems, and cash flow management in accessible, professional terms.

• System Knowledge: Experience with CRM platforms and structured sales sequences.

Competencies

• Polished written and verbal communication.

• Ability to manage multiple leads simultaneously with disciplined follow-up.

• Strong ability to assess a business owner’s financial situation quickly.

Join an expert business advisory firm dedicated to helping businesses achieve financial clarity and sustainable growth. We value process adherence, clear communication, and a team-based sales model where every member’s contribution is vital to our collective success.