Account Executive - Tax Resolution Sales

About the role

The Account Executive generates revenue by consulting clients on complex IRS tax issues and selling tailored resolution strategies. The role analyzes completed tax investigations, develops personalized resolution plans, presents findings to prospective clients and closes tax resolution agreements. It is an on-site position in Santiago, Dominican Republic.

Key responsibilities

• Analyze completed tax investigations to outline the file's current state, pending requirements and the best IRS resolution strategy for each case
• Deliver investigation results to prospective clients, explaining complex tax concepts and outlining clear paths to resolution
• Pitch and sell tax resolution services, handle objections and negotiate terms to close agreements
• Manage an active pipeline of quoted prospects with timely follow-ups to secure contracts
• Work with Appointment Setters to cover scheduled clients, replacement needs and extra appointments
• Communicate with Case Management and Billing/Collection teams on escalations and requests from signed customers
• Ensure accurate quoting and detailed documentation of client interactions and financial data in the CRM
• Meet and exceed individual sales targets, close rates and revenue goals

Required profile

• Proven track record of high-level performance in a high-volume sales environment; prior experience as an Account Executive, SDR or BDR preferred
• Excellent verbal and written communication in English and Spanish; high to advanced English (B2+ expected)
• Strong negotiation, persuasion and objection-handling skills
• Self-motivated, adaptable to fast-paced change and open to feedback

Required skills

• Understanding of IRS tax resolution programs, financial analysis and tax liability strategies, or willingness to learn
• Familiarity with full-cycle sales, consultative closing, objection and pipeline management
• Knowledge of CRM platforms and sales performance tracking, or willingness to learn
• Attention to detail and strong time management

Schedule: Monday to Thursday 9:00 AM to 6:30 PM (EST) and Friday 9:00 AM to 3:00 PM (EST); weekends off, with fixed schedules.