Business Development Specialist (Tax-Focused | Fully Remote – U.S.) at Wertz & Associates | Torre
Business Development Specialist (Tax-Focused | Fully Remote – U.S.)
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Wertz & Associates

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

Wertz & Associates
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You'll accelerate your career by shaping tax strategy and advising high-income clients.
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Full-time

Legal agreement: Employment

Compensation
USD110k - 130k/year
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Remote (for United States residents)
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Shared by
Laura Motta
 15 days ago

Requirements and responsibilities

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 grindMore conversations, strategy, and impactWhat Makes This UniqueTax-focused role with inside sales + advisory exposureNo cold calling — warm inbound leads dailyWork directly with high-income clients + real estate investorsOpportunity to build business + client advisory skillsDesigned as a career accelerator, not a detourWhat You’ll Be DoingLead discovery calls with inbound prospectsTranslate tax strategies into real-world value for clientsGuide prospects through service offerings and engagement fitBuild and manage proposal pipeline + follow-upsCollaborate with tax and advisory teams for a seamless client experienceAct as the “voice of the client” to improve messaging and servicesSupport onboarding and client experience from day oneQualificationsBackground in public accounting (tax experience strongly preferred)Strong communication + client-facing skillsInterest in tax strategy and advisory workOrganized, detail-oriented, and business-mindedCPA or willing to obtain EA within 12 monthsWhy This RoleStep out of heavy compliance into a client advisory-facing roleExposure to real estate tax strategies and high-income clientsBuild business development + strategic communication skillsFully remote with a modern, growth-focused firmExpand your career path beyond traditional tax rolesBottom 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.
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