Join Alpharesults

Senior Account Manager:

Reporting to the Director of Sales, this role will be a key position within the organization, which provides clients with a variety of federal, state, and local tax credits and incentives. The position will entail various responsibilities, including the calculation of tax credits and incentives, assisting in the evaluation and improvement of operational processes, providing tax and legal analysis and interpretation, providing exceptional client service, and interacting with team members in other functional areas. 

The TaxCredible Senior Account Manager - This role will be expected to create meaningful relationships that allow our teams to thoroughly evaluate various factors, such as client entity structures (such as legal, operating, tax, and others), tax liabilities/capacity, and pass-through considerations and industry, qualification requirements for the credits and incentives, and the other tax and non-tax considerations, to maximize the value TaxCredible delivers to its clients and their CPA. Account managers will possess strong written and verbal communication skills and act with integrity and professionalism.

The person in this role will work closely with and support a highly experienced team that knows the industry and has developed efficient methods and tools to help in project implementation. 

• Develop long-term, profitable relationships with CPA referral sources 
• Work with Project Managers and Account Managers to develop technical competence and expertise in State and relevant Federal tax credits
• Identify, close, and deliver tax credit projects by:
  • • Working with CPAs, leveraging existing networks, and developing other referral sources to identify leads
    • Delivering signed Services Agreement to clients and their tax professionals
    • Coordinating with TaxCredible guides and other Account Managers in managing projects to completion and delivery
    • Ensuring invoices are delivered and helping to resolve accounts receivable issues
• Generate leads by:
  • • Developing and executing lead generation activities, including cold calling, networking, joining business and professional organizations, and attending seminars, trade shows, and other activities.
    • Following up with clients for feedback, future tax credit opportunities, and referrals
    • Utilizing TaxCredible’s technology and CRM solutions (HubSpot) to leverage Social Selling capabilities and manage client and referral relationships
• Update CRM system and coordinate resources as needed.
• Develop a comprehensive sales and marketing strategy with opportunity analysis, goals, resource requirements, and lead generation activities.
  • • Participate in weekly team and individual calls and meetings with management to track and report on lead generation and sales activities.
    • Engage with existing Account Managers to provide sales and account management support where needed first
• Assist in the development and training of new Account Managers when and where needed
• Having an entrepreneurial mindset: we are looking for individuals who are excited to grow and stretch themselves to help accommodate our growing organization

Project Manager:

This role will be expected to evaluate various factors, such as client entity structures (such as legal, operating, tax, and others), tax liabilities/capacity and pass-through considerations and industry, qualification requirements for the credits and incentives, and the other tax and non-tax considerations, to maximize the value Alpharesults delivers to its clients and their CPA. Tax Incentive Operations will possess strong written and verbal communication skills, perform under tight deadlines, and act with integrity and professionalism.

The person in this role will work closely with and support a highly experienced team that knows the industry and has developed efficient methods and tools to help in project implementation.

Read the job description here.