Enter a job title or keyword

Business Development Specialist

Wertz & Associates


Job Location:

Colorado Springs, CO - USA

Monthly Salary: Not provided by the employer
Posted: 29 May 2026 (30+ days ago)
Application Deadline: 26 August 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

OPEN POSITION

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

Salary: $110000 $130000
Location: Fully Remote (U.S.-based)
Type: Full-Time
High-impact client-facing less prep more strategy

About the Opportunity
Were 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 numbersbut 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 Youll 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 Line
If you enjoy working with clients and talking strategybut dont want to spend all season buried in returnsthis is a chance to pivot your career without losing your technical edge.