Job description
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; orFive (5) to Seven (7) yearsrelated 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!
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.