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Sales Specialist – Tax Services (H&R Block or Similar Experience Welcomed!)
Overview
Are you a natural relationship-builder who loves the thrill of closing a deal? Do you have experience working with clients on their taxes—perhaps at a firm like H&R Block or a local accounting office—but realized your true passion lies in the sales and client-facing side of the business rather than just crunching numbers all day?
We are looking for a dynamic Sales Specialist who understands the basic language of tax accounting but thrives on selling, networking, and onboarding new clients. You don't need to be a CPA or a master tax strategist; we need your charisma, drive, and ability to connect with clients to help grow our business.
Duties
- Conduct outbound calls and warm outreach to prospective clients, promoting our tax services with enthusiasm and professionalism
- Develop new business opportunities through B2B sales strategies, leveraging telemarketing and inside sales techniques
- Utilize CRM software such as Salesforce to manage leads, track interactions, and follow up effectively
- Engage customers through consultative conversations, understanding their needs and presenting tailored tax solutions
- Negotiate service agreements and close sales by demonstrating value and building trust with clients
- Collaborate with marketing teams to identify target audiences and optimize outreach campaigns
- Maintain excellent customer service standards by responding promptly to inquiries and providing clear information about our services
Requirements
- Proven experience in tax services sales, preferably with H&R Block or similar organizations
- Strong negotiation skills with the ability to close deals confidently
- Experience in B2B sales, telemarketing, technology sales, or technical sales is highly desirable
- Familiarity with CRM software such as Salesforce for managing customer relationships
- Excellent communication skills in English, both verbal and written
- Ability to conduct outbound calling campaigns effectively, including warm calling techniques
- Demonstrated success in inside sales, business development, and customer service roles
- Strong organizational skills with the ability to handle multiple leads simultaneously and follow through diligently
Join us as a Sales Specialist – Tax Services and become a vital part of a vibrant team dedicated to delivering exceptional service while driving business growth. Your energy, expertise, and passion for sales will help shape our success story!
Pay: $85,000.00 - $150,000.00 per year
Benefits:
- Work from home
Work Location: Remote
