Regional Director

Tri-Merit

227d

About The Position

The Director of Business Development is a strategic, client-facing role focused on expanding the firm's footprint in the R&D tax credit, Cost Segregation, Energy Incentives and other specialty tax services space. This role requires a hunter mentality - someone who thrives on identifying new opportunities, building relationships from the ground up, and driving revenue growth through proactive outreach and strategic partnerships.

Requirements

Proven track record in business development, preferably in tax advisory and consulting.
Strong "hunter" mindset with the ability to independently generate and close new business.
Knowledge of R&D Tax Credit, Cost Segregation and Energy Incentives a plus.
Experience working with CPA Firms with a 5+ year track record
Excellent communication, relationship-building, and consultative selling skills.

Responsibilities

Proactively identify and pursue new business opportunities through outbound prospecting, networking, and market research
Develop and execute strategies to penetrate new markets and industries that can benefit from R&D tax Credits, Cost Segregation and Energy Incentives.
Build a strong pipeline of qualified leads and convert them into long-term clients.
Cultivate and manage relationships with CPA Firms, serving as a trusted advisor and resource for their clients.
Educate CPAs on Tri-Merit's services and collaborate on joint business development efforts.
Act as a liaison between CPAs and Tri-Merit's technical teams to ensure seamless service delivery.
Establish and maintain strong relationships with business owners, CFOs, and other decision-makers.
Understand client needs and coordinate with internal teams to deliver tax solutions.
Work cross-functionally with technical, marketing and operations teams to support client acquisition and retention.
Contribute to the development of sales strategies, marketing campaigns, and service enhancements.
Represent Tri-Merit at CPA and industry events and networking functions to promote brand awareness and generate leads.
Stay informed on industry trends, tax law changes, and competitive landscape.