About The Position

TaxGPT is building the intelligence layer for tax. We’ve partnered with over 3,000 firms and 6,000+ businesses — from lean CPA firms to global enterprises — to redefine how professionals research, collaborate, and execute tax workflows using AI. We’re looking for a hungry, curious, and disciplined Sales Development Representative to help us reach the next wave of accounting firms, tax professionals, and finance teams across North America. As an SDR at TaxGPT, you’ll be the first human touchpoint for many of our future customers — researching accounts, making calls, and booking qualified meetings that drive real revenue. This is a high-ownership role with a clear, KPI-based promotion path into a closing Account Executive seat. The best performers won’t stay SDRs for long — they’ll earn their way into AE by consistently hitting performance targets and revenue goals. If you’re sharp, self-motivated, and want to build a sales career in one of the most exciting AI-meets-vertical-SaaS markets, this is for you.

Requirements

  • 1–2 years of SDR, BDR, or outbound sales experience, ideally in SaaS or technology
  • A proven track record of hitting and exceeding pipeline, meeting, or activity quotas
  • Excellent written and verbal communication — clear, concise, and tailored to the audience
  • Strong sales and prospecting instincts; you know how to find the right accounts, the right people, and the right messaging
  • Growth mindset, high ownership, and comfort with the volume and rejection that comes with outbound sales
  • Coachable and self-aware — you actively seek feedback and apply it quickly
  • Organized and disciplined with your pipeline, follow-ups, and CRM hygiene
  • Ambitious about a long-term sales career and motivated by a clear path to AE

Nice To Haves

  • Experience selling into accounting firms, tax professionals, CPAs, or financial services teams
  • Excited about AI and how it’s reshaping work — bonus points if you already build it into your day
  • Some knowledge of tax software platforms (e.g., CCH, Thomson Reuters, TaxPrep)
  • Background in accounting, tax, or finance — even if not in a sales capacity
  • Early-stage or founding SDR experience at a high-growth startup
  • Comfort using modern outbound tooling and AI-assisted workflows

Responsibilities

  • Own outbound prospecting across phone and email to generate high-quality meetings with accounting firms, tax professionals, and tax advisors.
  • Run sharp, human, outbound outreach, which may include smile and dial tasks, requiring natural curiosity and sales instinct.
  • Work inbound demo requests to understand fit, surface pain, and route the right opportunities to the correct AEs.
  • Hit and exceed weekly and monthly meetings, pipeline targets, and activity targets. Keep CRM clean, follow-ups tight, and forecasts honest.
  • Operate as a true partner to your AE — warm handoffs, post-meeting follow-up, and tight feedback loops on what’s landing in market.
  • Share front-line insights with sales, marketing, and product teams to shape messaging, campaigns, and roadmap priorities.
  • Consistently hit numbers and demonstrate strong selling fundamentals to earn promotion into an Account Executive role.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Access to top-tier sales training, AI tooling, and development resources including a $350 credit.
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