The Role
The Client Development Director is responsible for driving revenue growth through new business opportunities for engineered tax solutions, using a consultative sales approach to educate clients and build relationships with CPAs and advisors.
Summary Generated by Built In
This is a remote position.
Basic Function:
The Client Development Director is responsible for driving revenue growth by originating and closing new business opportunities for engineered tax solutions, including R&D tax credits, cost segregation, and energy-related incentives.
This role requires a highly consultative sales approach, combining business development expertise with the ability to communicate complex tax strategies to business owners, real estate investors, and CPA partners.
Position’s Intention:
The Client Development Director exists to expand the company’s market presence and drive new revenue by developing trusted relationships and converting opportunities into closed business.
This role is designed to:
- Generate consistent, high-quality pipeline through outbound prospecting and strategic partnerships
- Establish credibility with financially sophisticated clients and advisors
- Convert opportunities into revenue through consultative, education-driven selling
- Build long-term referral channels, particularly within CPA and professional networks
- Serve as a key link between client needs and internal technical delivery teams
Success Measurements:
Success in this role depends on establishing credibility quickly, educating clients, and guiding them through financially impactful decisions.
Principal Responsibilities:
- Proactively generate new business through outbound prospecting, referral development, and strategic partnerships (including CPA and real estate networks)
- Educate prospective clients and partners on engineered tax strategies, including R&D tax credits, tax cost segregation, and related incentives
- Lead discovery conversations to identify qualification, financial impact, and strategic fit
- Develop and present clear, financially grounded proposals aligned to client objectives
- Build and maintain strong relationships with CPAs, advisors, and decision-makers to drive referrals and repeat business
- Collaborate with internal engineering, tax, and operations teams to ensure accurate scoping and delivery
- Manage and track all pipeline activity in CRM (ZOHO), maintaining high data integrity and visibility
- Consistently progress opportunities through the pipeline from initial contact to close
- Participate in industry events, associations, and networking opportunities to expand market presence
Requirements
Required Skills/Qualifications:
- Ability to understand and communicate complex financial or tax concepts in a clear, compelling way
- Strong discovery and needs analysis skills
- Experience working with CPAs, financial advisors, or sophisticated business owners
- Proven prospecting, discovery and pipeline management skills
- Strong negotiation and closing skills
- Ability to collaborate cross-functionally with technical teams
- Ability to communicate complex financial or tax concepts clearly
- High emotional intelligence and business acumen
Preferred Skills/Qualifications:
- Prior experience in R&D credits, cost segregation, 179D, or other engineered tax solutions
- Existing network of CPA or real estate contacts
- Experience with high-dollar B2B or complex consultative sales
- Advanced business intelligence skills
Education/Certification:
- Associate's degree (A.A.) or equivalent from two-year college or technical school; or Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience
Language Skills:
- Ability to write reports, business correspondence and clearly communicate with clients and internal staff,
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Computer Skills:
- To perform this job successfully, an individual should be proficient in Microsoft Office applications, including Outlook, Teams, Excel, Word, and PowerPoint, as well as CRM and sales training software.
Benefits
Medical, Dental, Vision, Basic Life, Vol Life, STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, FSA, HSA, 401k, PTO, and much more!
Skills Required
- Ability to understand and communicate complex financial or tax concepts
- Strong discovery and needs analysis skills
- Experience working with CPAs, financial advisors, or sophisticated business owners
- Proven prospecting, discovery and pipeline management skills
- Strong negotiation and closing skills
- Ability to collaborate cross-functionally with technical teams
- High emotional intelligence and business acumen
- Prior experience in R&D credits, cost segregation, 179D, or engineered tax solutions
- Existing network of CPA or real estate contacts
- Experience with high-dollar B2B or complex consultative sales
- Advanced business intelligence skills
- Associate's degree or equivalent from college; or 5 to 7 years related experience
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The Company
What We Do
Engineered Tax Services is a licensed engineering firm specializing in federal, state, and local tax benefits, offering innovative strategies and expert engineering analysis for tax savings.
