Business Development Specialist (Tax-Focused | Fully Remote - U.S.)

About the Opportunity

We are partnering with a modern, fast-growing CPA firm to add a Business Development Specialist with a strong tax background. This role is designed for tax professionals who enjoy client interaction, strategy discussions, and understanding the 'why' behind the numbers, but wish to step away from the constant grind of return preparation.

Think less compliance and more conversations, strategy, and impact. This position serves as a career accelerator rather than a detour, offering a unique blend of inside sales and advisory exposure within a tax-focused environment.

The Role in Context

In this fully remote, U.S.-based position, you will lead discovery calls with inbound prospects and translate complex tax strategies into real-world value for clients. You will guide prospects through service offerings to ensure engagement fit, while collaborating with tax and advisory teams to create a seamless client experience.

Unlike traditional sales roles, this position features no cold calling; you will work with warm inbound leads daily. You will have the opportunity to build business and client advisory skills while working directly with high-income clients and real estate investors. Additionally, you will act as the voice of the client to improve messaging and services, supporting onboarding and the overall client experience from day one.

Why This Role Matters

This opportunity allows you to step out of heavy compliance work into a client advisory-facing role. You will gain exposure to real estate tax strategies and high-income clients while building business development and strategic communication skills. It is an ideal pivot for those who enjoy working with clients and talking strategy but do not want to spend tax season buried in returns, allowing you to expand your career path beyond traditional tax roles without losing your technical edge.