Sales Representative - Tax/Accounting

Hall CPA PLLC

35d•$50,000 - $130,000•Remote

About The Position

We are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Our firm is recognized as one of the fastest-growing accounting firms in the USA, achieving significant annual growth and making the Inc. 5000 list multiple times. We foster a modern company culture that supports career development. As an Inside Sales Representative, you will conduct discovery meetings with qualified leads, discuss tax planning and accounting services with clients, and identify sales opportunities within our extensive lead database. Team members who excel in this role are self-motivated, adaptable, possess strong time management skills, and thrive in an autonomous environment.

Requirements

Bachelor’s degree in a related field
Proven success in inside sales, with a strong track record of exceeding goals
Professional video presence, with experience managing 7+ calls per day
Experience utilizing Hubspot, ClickUp, or similar CRM
Excellent verbal and written communication skills, with the ability to engage with prospects
Strong listening and presentation skills, ensuring client needs are clearly understood
Excellent multitasking, prioritization, and time management skills
Clean and professional background (or blurred background)
No noise or other distractions in the background (i.e., dogs, children, etc.)
Dedicated space or room for working
Business casual attire for client interactions
Always use video (80% of communication is non-verbal)

Nice To Haves

You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others.
You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry.
You take ownership of your work, clients, and team members and drive projects to the finish line.
You love working with and speaking to clients, delivering results, and improving their lives.
You’re eager to learn and can quickly implement feedback to improve consistently.

Responsibilities

Conduct discovery meetings with qualified inbound leads to understand their pain points and identify how our services can deliver value.
Become an expert in the firm’s service offerings and clearly communicate how we solve clients’ challenges.
Analyze and understand client needs, presenting relevant solutions.
Route complex opportunities to the appropriate executives for further development and closure as needed, ensuring smooth transitions.
Close deals with prospective clients and consistently achieve quarterly sales goals.
Proactively source new sales opportunities through inbound lead follow-up and tapping into our existing lead list.
Research accounts, identify key players, and generate interest by creating tailored outreach strategies as needed.
Cultivate relationships with channel partners to build pipelines and close deals.