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

Wertz & Associates • Colorado Springs, CO

1d • Remote

About The Position

We're partnered with a modern, fast-growing CPA firm looking 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 the why behind the numbers—but want to step away from constant return prep. Think: Less compliance grind, More conversations, strategy, and impact. This is a high-impact, client-facing role with less prep and more strategy. It is a fully remote position for U.S.-based candidates.

Requirements

• Background in public accounting (tax experience strongly preferred)
• Strong communication + client-facing skills
• Interest in tax strategy and advisory work
• Organized, detail-oriented, and business-minded
• CPA or willing to obtain EA within 12 months

Nice To Haves

• Tax-focused role with inside sales + advisory exposure
• No cold calling — warm inbound leads daily
• Work directly with high-income clients + real estate investors
• Opportunity to build business + client advisory skills
• Designed as a career accelerator, not a detour
• Step out of heavy compliance into a client advisory-facing role
• Exposure to real estate tax strategies and high-income clients
• Build business development + strategic communication skills
• Fully remote with a modern, growth-focused firm
• Expand your career path beyond traditional tax roles

Responsibilities

• Lead discovery calls with inbound prospects
• Translate tax strategies into real-world value for clients
• Guide prospects through service offerings and engagement fit
• Build and manage proposal pipeline + follow-ups
• Collaborate with tax and advisory teams for a seamless client experience
• Act as the voice of the client to improve messaging and services
• Support onboarding and client experience from day one

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level