Business Development Specialist – Tax
Grayson HR
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $NaN per year
Job Level
About the role
- Serve as the primary point of contact for inbound leads, outbound efforts, and face-to-face meetings.
- Conduct structured consultations to identify urgent needs such as tax inefficiencies, cash flow issues, or lack of financial visibility.
- Educate prospects on the value of fractional CFO services beyond basic CPA functions.
- Qualify prospects based on revenue size ($5M+), industry, and operational maturity.
Requirements
- Bachelor’s degree in Business, Communications, Marketing, or a related field preferred.
- Proven success in business development, inside sales, or onboarding.
- Ability to explain tax planning, bookkeeping systems, and cash flow management in accessible, professional terms.
- Experience with CRM platforms and structured sales sequences.
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax planningbookkeeping systemscash flow managementbusiness developmentinside salesonboarding
Soft skills
communicationconsultationqualifying prospects