Solutions Leader - Tax at Creative Planning · United States · Joined
CP
Solutions Leader - Tax
Creative Planning · United States · Just now · 0 applicants
NewRemoteFull-timeSenior
Pay
$125k–$150kListed
Workplace
Remote
Job type
Full-time
Level
Senior
Team: Tax Practice · Source: jobright · Posted by joined-scrapper
About the role
Creative Planning seeks a Tax Solutions Leader to drive business development and revenue growth for its Tax Practice by managing leads, building client and referral relationships, and connecting prospects with tax experts. The role requires deep tax experience, an active CPA, and strong sales and client service skills.
What you’ll do
Drive business development and revenue growth for the Tax Practice
Manage leads and the sales cycle
Develop client and referral relationships
Connect prospective clients with tax solutions and subject matter experts
Articulate business value and technical advantages of solutions
Translate client needs into practical, value-driven solutions
What you’ll need
8+ years of Tax practitioner experience
Active CPA Certification
Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint
Excellent verbal, written, interpersonal, and organizational skills
Strong understanding of sales principles, solution selling, product demonstrations, negotiation, and closing techniques
Creative Planning is hiring a Tax Solutions Leader to drive business development and revenue growth for its Tax Practice. The role manages leads and the sales cycle, develops client and referral relationships, and connects prospective clients with tax solutions and subject matter experts.8+ years of Tax practitioner experienceActive CPA Certification…