Tax Professional - 15326
SomewhereWorkFromHome, Free State, South Africa21 days ago
Job descriptionEngage with CPAs and high-net-worth clients to identify their eligibility for tax mitigation programs. Explain complex tax strategies, including specific IRS sections like 179, 180, and 181, to clients and address their inquiries to build trust and close deals. Proactively manage lead generation and follow-up activities, including calls and outreach, to build a robust client pipeline. Build and maintain strong relationships with clients to ensure transparency and retention. Utilize CRM tools to effectively manage client interactions and track multiple touch points. Collaborate with the internal team to refine tax strategies and improve service delivery. 3-5 years of experience in tax strategy combined with sales skills (Required). Extensive practical knowledge of U.S. tax law and complex tax strategies (Required). Proven sales experience, particularly in a financial or consulting environment (Required). Strong communication skills, both verbal and written, with a focus on high-level client engagement (Required). Ability to work independently and manage multiple client relationships with a high level of integrity (Required). Experience working with Go High Level or a similar CRM system (Preferred). An advanced degree in tax planning, such as a CFA, is a plus (Preferred)
Job Details
- Working Hours : 40 hours per week, aligned with U.S. Eastern Standard Time
- Type of contract : Independent Contractor
- Type of job : Remote
About the Role
We are seeking a Senior Tax Strategy Consultant with a unique blend of tax expertise and strong sales skills. This role is crucial for our mission to build trust and effectively communicate complex tax strategies to wealthy clients and their CPAs. You will be instrumental in identifying and explaining tax mitigation programs, handling skepticism, and closing deals that can significantly reduce client liabilities.
This is a senior-level position for a proactive go-getter who can generate leads and drive growth.
Key Responsibilities
Qualifications
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Professional • WorkFromHome, Free State, South Africa
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