Teams at Safebooks Global

Prepare and review business and individual tax returns, manage tax compliance, prepare financial statements, and perform accounting tasks. The role also involves analyzing tax matters, researching requirements, handling and training team members, and ensuring accurate, timely work for US accounting clients.

Generate leads and support client acquisition for US accounting and taxation outsourcing services. Responsibilities include cold calling, LinkedIn and email outreach, prospect identification, discovery-call scheduling, requirements gathering, proposal coordination, follow-ups, CRM or Excel pipeline tracking, negotiation support, relationship building, and meeting lead-generation targets. The role works with management and operations teams to onboard new clients.

Generate and qualify leads for US accounting and taxation outsourcing services through LinkedIn, email, cold calling, and other outreach channels. Schedule discovery meetings, understand prospect needs, coordinate proposals, support pricing and deal closure, maintain CRM or Excel pipeline records, and build client relationships. The role focuses on meeting lead-generation targets and supporting onboarding while working with management and operations teams.