Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

For companies that own commercial real estate, multifamily housing, or tenant improvements

Offset the costs associated with building energy efficient properties with these tax credits

Leverage your green building tax deductions

Maximizing savings through Real Estate Consulting

Generate cash by leveraging existing inventory for profit

Energy Solutions for Commercial and Residential Properties

Ensure compliance and maximize profits while minimizing losses

Request an enhanced R&D tax credit study to offset amortized tax liability

Understand the value of your business assets and property

R&D tax credits for businesses based in the UK

Automate your R&D tax credits with GOAT.tax

Achieve More for Your Clients

Federal Tax Credit for Renewable Energy Projects

Insights

Our Latest Insights

A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D

Imran Syed May 20, 2024

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D Announcement 2024-24 refers to the upcoming updates that will align

Stay informed and educated with our Case Studies, Tax News, Service Line Collateral, and Sample Tax Forms

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

Upcoming conferences, workshops, and webinars

Explore articles written by industry leaders on all our service lines

About Us

Our Industry Leaders

R&D Tax Credit

Cost Segregation

Energy Efficiency Tax Credit

State and Local Taxes

Our people are our greatest asset.

Join the Source Advisors family! Check out our open positions.

Community outreach and philanthropy.

Company updates and press releases

Back to Open Positions

Director of Business Development

(Full-time/Remote)

Salary: $45,000-$55,000/yr

About Source Advisors

As a leading provider of Federal, State, and Local tax credits and incentives to businesses nationwide, Source Advisors is a recognized thought leader in the specialty tax consulting field. Celebrating our 40th anniversary in 2023, Source Advisors is one of the largest independent firms in a diverse and fragmented market. We are experts in tax incentives, including the Research and Development tax credit, cost segregation studies, green incentives including 179D, 45L, and Energy Star, LIFO inventory solutions, the ERTC, fixed asset and tangible property reviews, and more. We provide tax consulting, tax studies, and related services to businesses both nationally and internationally.

The Director of Business Development

With a focus on the top CPA firms in the country as a key channel partner, the Director of Business Development will be responsible and accountable for achieving their sales quotas/targets, meeting activity and business development metrics, and collaborating across the organization to fuel the success. The Director will represent Source Advisors to businesses and their CPAs in need of the tax incentives and consulting services we offer. Successful Directors accomplish this through a consultative selling model and strong prospecting motor selling through a combination of channel partners (e.g., CPA firms, Real Estate Owners/Investors etc.) and direct, end-clients (e.g., business taxpayers). Directors operate within an assigned group of accounts and may work remotely from anywhere in the lower 48 states.

Duties/Responsibilities

Sell the Source suite of offerings persuasively, persistently, and confidently to CPAs and their end clients
Achieve monthly and annual sales targets
Develop new clients and referral sources within assigned territory
Educate CPAs, business owners, and C-level executives
Represent Source Advisors and our services to end-clients, CPAs and accountants, industry organizations, and more
Collaborate with internal teams to develop winning client proposals and solutions
Resolves customer complaints, staffing problems, and other issues that may interfere with efficient sales operations.
Collaborates with executive leadership to develop sales quotas and strategies.
Engage in sales and marketing campaigns to raise awareness of Source Advisors and our value creation
Effectively enter and manage CRM (e.g., Salesforce) data to ensure proper business management
Forecast expected business results on a monthly basis
Support the growth objectives of multiple Source Advisor’s practices
Travel as needed to execute the mission

Requirements

3+ years of experience selling consultative tax services to CPAs and/or commercial property owners
(and/or) 10+ years of experience in tax, accounting, or successfully leading business development in a related field
Bachelor’s Degree in a related field of study
Experience in the Accounting industry.
Ability to sell to C-level positions within client and prospect organizations
Demonstrated ability to influence account decision-makers at key levels
Experience with a CRM platform - Salesforce preferred
Ability to travel within assigned area
Commitment to integrity and quality in business
Excellent initiative and interpersonal skills
Self-motivated
Strong presentation skills

Apply Now!

"*" indicates required fields

Your Name*

Your Email Address*

Your Phone Number*

Upload Your Résumé*

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

CAPTCHA