Account Executive

This is a remote position.

Remote Account Executive – Tax & Accounting Solutions

Salary: $60,000 - $80,000 + commission

Join a high-growth financial firm helping businesses and individuals make smarter financial decisions.

We are not just accountants; we are strategic partners driving profitability and peace of mind for our clients. As part of our expansion, we are hiring experienced Account Executives who thrive in high-value deal environments and know how to turn complex financial solutions into clear business wins.

About the Role

We are looking for driven sales professionals who can confidently close $30K–$100K deals with business owners and professionals across the U.S. and Puerto Rico. You will sell premium tax and accounting services that deliver measurable value, working alongside our internal experts to craft tailored financial strategies for every client.

This role is ideal for consultative closers who understand the value of precision, credibility, and results.

Responsibilities

• Engage and close high-ticket clients across the U.S. and Puerto Rico.
  
• Manage the full sales cycle from discovery to signed agreement.
  
• Clearly communicate tax and accounting solutions to non-financial audiences.
  
• Collaborate with internal CPAs and advisors to design client-specific proposals.
  
• Maintain an active pipeline and consistently exceed revenue targets.
  
• Track performance in CRM and report metrics weekly.
  

Requirements

• Proven ability to close deals in the $30K–$100K range.
• Proficient in both English and Spanish
• Background or understanding in tax, accounting, or financial services (preferred).
• Strong consultative sales and communication skills.
• Self-motivated, disciplined, and comfortable working in a fully remote environment.
• Located in the U.S. or Puerto Rico, operating within Eastern or AST time zones.

Benefits

• 100% Remote Flexibility: Work from anywhere within your time zone.
  
• High-Performance Culture: Collaborative, fast-paced, and focused on results.
• Career Growth: Clear advancement paths for top closers and sales leaders.
• Credibility: Join a respected, expanding firm built on trust and client success.
• Insurance: Health Insurance and PTO