Business Development Manager

About Us Preferred Tax Consultancy is a specialized firm dedicated to providing top-tier USA Accounting, Tax Preparation, and Tax Planning services. In addition to serving direct clients, we are a trusted outsourcing partner for US-based CPA and accounting firms. We provide firms facing work overloads or staffing shortages with affordable, highly-skilled professionals available on a full-time, part-time, or freelance basis.

Role Summary We are seeking a highly motivated and strategic Business Development Manager (BDM) to drive our company's growth. The ideal candidate is a proactive hunter with strong expertise in outbound lead generation. You will be responsible for identifying, reaching out to, and closing partnerships with CPA firms, accounting practices, and businesses needing our financial services and remote staffing solutions

Key Responsibilities

• Outbound Lead Generation: Design and execute high-converting outbound campaigns utilizing LinkedIn outreach, targeted email marketing, and cold calling.
• Pipeline Management: Build, manage, and maintain a robust sales pipeline, handling the full sales cycle from initial prospecting to closing deals.
• Needs Assessment: Conduct discovery calls with prospects to deeply understand their operational bottlenecks and present tailored solutions (e.g., tax prep support, dedicated remote staff).
• Strategic Growth: Collaborate with leadership to refine sales strategies, identify new market opportunities, and consistently hit or exceed revenue targets.
• Relationship Building: Cultivate long-term relationships with key decision-makers, ensuring high client satisfaction and encouraging referrals.

Requirements

• Proven Experience: Minimum 3+ years of experience in B2B business development, specifically focused on outbound sales processes (LinkedIn, cold calling, email sequencing).
• Industry Knowledge: Prior experience selling services within the finance, accounting, or tax industry is highly preferred.
• Communication Skills: Exceptional verbal and written communication skills, with the ability to confidently pitch to C-level executives, CPAs, and firm partners.
• Self-Starter: A strong intrinsic drive to succeed, grow the company, and work independently in a fast-paced environment.

Bonus Points

• Familiarity with the USA tax and accounting landscape.
• Understanding of industry-standard financial software platforms (such as QuickBooks, Xero, UltraTax, Drake Tax, CCH, or ProConnect) to better relate to prospective clients daily operations.

Why Join Us

• Opportunity to directly impact the growth of an expanding consultancy.
• Competitive compensation and performance-based incentives.