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

Wertz & Associates
  • Colorado Springs, Colorado
  • Remote
  • $110,000–$130,000 Per Year
  • Autofill and Review
30+ days ago

Job Description

OPEN POSITION Business Development Specialist (Tax-Focused | Fully Remote – U.S.) Salary: $110,000 – $130,000 Location: Fully Remote (U.S.-based) Type: Full-Time High-impact, client-facing – less prep, more strategy About the OpportunityWe'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 What Makes This Unique 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 What You'll Be Doing 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 Qualifications 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 Why This Role 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 Bottom LineIf you enjoy working with clients and talking strategy—but don't want to spend all season buried in returns—this is a chance to pivot your career without losing your technical edge.

Numbers & Facts

LocationColorado Springs, Colorado (
Remote
)
Salary$110,000–$130,000 Per Year

Skills

  • Business Developmentunmatched
  • Business Strategyunmatched
  • Certified Public Accountant (CPA)unmatched
  • Communication Skillsunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Inside Salesunmatched
  • Onboardingunmatched
  • Organizational Skillsunmatched
  • Property Taxunmatched
  • Public Accountingunmatched
  • Real Estateunmatched
  • Sales Pipelineunmatched
  • Tax Accountingunmatched

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