
This fully remote business development specialist role is based within a modern, fast-growing CPA firm and targets tax professionals seeking to transition from compliance work to client advisory. The position focuses on leading discovery calls with warm inbound leads, translating complex tax strategies into value for high-income clients and real estate investors, and managing the proposal pipeline. Key responsibilities include collaborating with tax teams to ensure seamless client experiences and acting as the primary voice for client needs to refine service offerings. The role is appealing for its career-accelerating nature, offering a pivot away from seasonal return preparation into strategic business development without cold calling. It provides a flexible work arrangement and an opportunity to build essential advisory skills while maintaining a technical tax edge.
