Tax Administrator at Aprio CPA firm, aiding clients in maximizing tax opportunities and ensuring timely submissions. Join a dynamic Tax Operations team in a high - growth environment.
About the role
- Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
Responsibilities
- Conduct structured and strategic consultations to assess financial readiness and specific service needs.
- Guide prospects through the Document Request phase, ensuring all necessary financial data is collected for accurate quoting.
- Maintain a disciplined follow-up sequence to maximize conversion rates from consultation to quote.
- Identify higher-level prospects requiring deep strategic analysis and transition them to the Advanced Sales Specialist (AdSS) for Advisory Calls.
Requirements
- Bachelor’s degree in Business, Communications, Marketing, or a related field preferred.
- Demonstrated success in consultative selling, ideally within financial or professional services.
- Strong understanding of business financials, basic tax structures, and operational bottlenecks.
Benefits
- Full-time W2 exempt position base + commission
- 40-hour work week hybrid.
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