Relationship Manager (Sales / Business Development)

Job Description

Job Description

Salary : Base + Commission

Job Category Business Development

Level Mid-Level

Time Type Full-time

Travel Requirements Approximately 40%

LocationDallas, Texas

The role : As a Relationship Manager, you will market and sell specialty tax services to public accounting firms and referral partners within the states of Texas and Oklahoma. You will play a critical role in developing new referral sources in this territory, as well as supporting the retention of existing client relationships.

McGuire Sponsel fosters a dynamic culture that emphasizes training and professional development. No prior knowledge of the specialty tax industry is required, but preference will be given to those who come to us with industry experience. Candidates will develop and grow their skillset by working closely with the firms shareholders, technical practice line leaders, and experienced sales professionals. This is an excellent career opportunity for a relationship-driven individual who is looking to expand their skillset and make an impact with a growing firm.

What you will do :

• Generate new client relationship opportunities for the Texas and surrounding market
• Collaborate with firm leadership in developing and executing market strategies
• Manage the successful transition of awarded client engagements to the appropriate practice line
• Work closely with key practice line leaders to collect and analyze client data, and prepare engagement letters during the proposal process
• Report new and existing opportunities within Salesforce, our CRM software
• Participate in firm marketing initiatives
• Attend and participate in various industry events, such as annual tax conferences and regional networking events throughout the sales territory
• Travel to prospective CPA locations to meet with or give presentations to key decision makers
• Gain an understanding and knowledge base of McGuire Sponsels specialty tax service offerings and be able to share what with do with various professional contacts throughout business networks
• Ongoing client relationship management

What you will need :

Who we are : McGuire Sponsel is a national specialty tax consulting firm that has experienced tremendous growth while serving leading accounting firms and businesses across the country. Our firm partners with CPAs and their clients to provide Fixed Asset Services, R&D Tax Credit Services, Global Business Services, and Credit and Incentive Services.

What we offer : A career at McGuire Sponsel gives individuals the opportunity to grow professionally and personally in a team environment. Benefits include :

Click to View McGuire Sponsel Dallas Office

McGuire Sponsel provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type on the basis of race, color, religion, age, sex, pregnancy, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Applicants with disabilities may contact McGuire Sponsel via telephone, e-mail, and other means to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact McGuire Sponsel at 317-564-5000.