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Business Development Specialist (Tax-Focused | Fully Remote – U.S.)

Wertz & AssociatesColorado Springs, Colorado

$110,000 - $130,000 / year

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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
Remote
Compensation
$110,000-$130,000/year
Benefits
Career Development

Job Description

OPEN POSITION Business Development Specialist (Tax-Focused | Fully Remote – U.S.) Salary: $110,000 – $130,000 Location: Fully Remote (U.S.-based) Type: Full-Time High-impact, client-facing – less prep, more strategy About the OpportunityWe're partnered with a modern, fast-growing CPA firm looking to add a Business Development Specialist with a strong tax background.This role is designed for tax professionals who enjoy client interaction, strategy discussions, and the why behind the numbers—but want to step away from constant return prep.Think: Less compliance grind More conversations, strategy, and impact What Makes This Unique Tax-focused role with inside sales + advisory exposure No cold calling — warm inbound leads daily Work directly with high-income clients + real estate investors Opportunity to build business+ client advisory skills Designed as a career accelerator, not a detour What You'll Be Doing Lead discovery calls with inbound prospects Translate tax strategies into real-world value for clients Guide prospects through service offerings and engagement fit Build and manage proposal pipeline + follow-ups Collaborate with tax and advisory teams for a seamless client experience Act as the voice of the client to improve messaging and services Support onboarding and client experience from day one Qualifications Background in public accounting (tax experience strongly preferred) Strong communication+ client-facing skills Interest in tax strategy and advisory work Organized, detail-oriented, and business-minded CPA or willing to obtain EA within 12 months Why This Role Step out of heavy compliance into a client advisory-facing role Exposure to real estate tax strategies and high-income clients Build business development + strategic communication skills Fully remote with a modern, growth-focused firm Expand your career path beyond traditional tax roles Bottom LineIf you enjoy working with clients and talking strategy—but don't want to spend all season buried in returns—this is a chance to pivot your career without losing your technical edge.

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FAQs About Business Development Specialist (Tax-Focused | Fully Remote – U.S.) Jobs at Wertz & Associates

What is the work location for this position at Wertz & Associates?
This job at Wertz & Associates is located in Colorado Springs, Colorado, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Wertz & Associates?
Candidates can expect a pay range of $110,000 and $130,000 per year.
What employment applies to this position at Wertz & Associates?
Wertz & Associates lists this role as a Full-time position.
What experience level is required for this role at Wertz & Associates?
Wertz & Associates is looking for a candidate with "Senior-level" experience level.
Does Wertz & Associates allow remote work for this role?
Yes, this position at Wertz & Associates supports remote work, giving candidates the flexibility to work outside the primary office location.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Wertz & Associates for this role?
Wertz & Associates offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Wertz & Associates?
You can apply for this role at Wertz & Associates either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.