Tax Firm Sales Associate (Remote Late PST/MST hours preferred)
We are looking for someone with one of the following:
- 2 years of US CPA Firm experience
- US CPA License (Required for international candidates)
Pay:
Starting at $4000-5000 USD a month salary
Separate commissions tied to closed deals
Benefits after 90 days
- Health Care
- PTO
- Holidays
- Sick days
Working Hours
US Applicants
Regular hours: 10-7PM PST hours (or MST equivalent)
Busy season hours: 10AM to 10 PM PST with weekend work
International Applications
Regular hours: 3-11PM PST hours (7AM-3PM PHP hours)
Busy season hours: 10AM to 10 PM PST with weekend work
Role
Sales Consultant at the CPA Dude will deal with intake of prospective clients and follow a script and utilize general tax knowledge to educate prospects on our offerings (tax advisory, tax returns, bookkeeping and maintenance). The goal is to close the sale with a proposed service package and setup follow ups to ensure no leads are left unturned.
Responsibilities
Meet with prospects and leads via video calls
Call prospects direct to schedule onboarding calls
Assist in reviewing returns for potential tax planning upsell opportunities
Results
Close in on sales for US CPA firm potential client leads
Location
Remote position with dedicated and secure workspace required, free of distractions.
Compensation
Transparent compensation structure based on experience and performance
Get paid what you're worth - we reward based on performance, not billable hours
Bonus structure for identifying and closing upsell opportunities
Competitive salary with a clear growth path
Software You'll Use:
ProConnect (Intuit) – tax return and extension prep
TaxDome – CRM and secure client communication
QuickBooks Online – for coordinating with bookkeepers
Google Workspace – Docs, Sheets, Drive, Gmail (we don't use Microsoft Office)
Go High Level
Hiring Process
Apply and record a Loom introducing yourself and explaining why you are a good fit for this position.
Email that to : HR @ thecpadude.com
Prescreen interview (30 minutes)
Technical test (take-home)
Panel/culture interview (60 minutes)
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