Provide administrative support to the Sales Director and team: maintain calendars, place outbound calls, schedule meetings, manage CRM records (Zoho/ABLE), research prospects, track projects and association activities, and follow ETS/TGP processes to support business development.

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.