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7 Hours AgoSaved
Remote
United States
Mid level
Mid level
Software • Financial Services
Drive revenue by prospecting, qualifying, and closing new clients. Manage full sales cycle, consult on tax and financial goals, maintain CRM pipeline, collaborate with advisory and success teams, meet sales targets, and contribute content that elevates Gelt’s brand and thought leadership.
Top Skills: Crm SystemsHubspotLinkedInSales Enablement ToolsSalesforce
7 Hours AgoSaved
Remote
United States
Senior level
Senior level
Software • Financial Services
Lead technical tax work, advise on complex federal tax matters, review and quality-control intricate returns, manage and mentor 2–4 tax associates, meet with high-net-worth clients, design tax models and workflows, assess tax software, and develop best practices for the tax team.
7 Hours AgoSaved
Remote
United States
Mid level
Mid level
Software • Financial Services
Manage and organize client tax engagements, prepare and review complex Individual, Partnership, and Corporate tax returns, supervise and mentor junior staff, assist with tax planning, update engagement materials, and maintain professional client relationships.
Top Skills: Cch Axcess
7 Hours AgoSaved
Remote
United States
Senior level
Senior level
Software • Financial Services
Provide technical leadership on complex tax issues, review and ensure accuracy of tax returns, lead a small team of tax associates, advise high-net-worth and private equity clients, develop tax models and best practices, and assess tax software and workflows.
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