About the job Tax Planning Sales Consultant Full-Time · Hybrid (Westlake Village HQ| Remote Pacific Time Schedule) About Tax Prose Inc. Tax Prose is an award‑winning California tax firm that blends deep technical expertise with concierge level client care. From proactive tax planning and preparation to resolution and advisory services, we begin every engagement with a single question: What is best for the client? If you thrive on integrity, results, and relationship building, you’ll feel right at home on our team. Learn more at IncomeTaxProse.com. The Opportunity We are expanding our advisory division and need a driven Tax Planning Sales Consultant to match business owners and high net worth individuals with the right Tax Prose planning packages. You’ll conduct discovery calls, quantify tax savings opportunities, craft compelling proposals, and close engagements that deliver measurable ROI for clients. Candidates with a background in financial services, wealth management, insurance, or banking will ramp up quickly and excel in our consultative sales environment. What You’ll Do Own the pipeline Respond to inbound inquiries and generate outbound leads for tax planning engagements. Consult & qualify Uncover each prospect’s tax pain points, goals, and financial profile through structured discovery calls. Calculate the value Collaborate with our CPA/EA strategists to estimate projected tax savings and craft tailored plan proposals. Drive the close Present recommendations, handle objections, and secure signed agreements and deposits. Hand off seamlessly Transition new clients to our Tax Strategy team, ensuring expectations, timelines, and required documents are crystal clear. Track & report Maintain meticulous opportunity notes in HubSpot/Calendly/our secure portal and hit weekly KPIs for calls, proposals, and booked revenue. What You’ll Bring 2+ years consultative sales in financial services, SaaS, or professional services. Series 6/7, Life/Health, or insurance license. Proven record of beating quotas in a high‑ticket, relationship‑driven sales cycle. Prior experience selling tax planning, wealth management, or insurance products. Working knowledge of basic tax concepts (deductions, entity types, retirement plans). Familiarity with tax software. Exceptional phone/Zoom presence, active listening, and proposal writing skills. Bachelor’s in Accounting, Finance, Business, or related field. CRM discipline, accuracy, and timeliness are non‑negotiable. Benefits & Compensation Uncapped earnings: Base $55,000–$65,000 DOE + tiered commission (OTE $120k+) AFLAC supplemental insurance 401(k) with firm match after eligibility period PTO & paid holidays Professional development stipend we fund CPE, sales mastery courses, and industry conferences Work life balance: Flexible hybrid schedule, supportive team culture, and no cold call boiler rooms; every conversation is about adding value. Ready to translate tax rules into real money wins for clients and for yourself? Join Tax Prose and help us redefine what a tax firm can be. #J-18808-Ljbffr
Tax Planning Sales Consultant • Westlake Village, CA, United States
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