B2B Cold Caller & Appointment Setter — Tax Software

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: TYPE OF WORK

Part Time

: SALARY

$5.00 USD per hour + performance bonuses

: HOURS PER WEEK

20

: DATE UPDATED

Oct 5, 2026

JOB OVERVIEW

Mega ProTax Solutions is hiring an experienced B2B Cold Caller & Appointment Setter to help us connect with tax professionals, EROs, tax office owners, and other qualified prospects across the United States.

This is a part-time outbound calling position. Your main responsibility is to call targeted business prospects, speak with owners or decision-makers, ask qualifying questions, handle basic objections, and book qualified appointments for a Mega ProTax Software demo.

You are NOT responsible for closing the software sale. Your job is to create interest, qualify the prospect, book the appointment, and document the conversation accurately.

Main Responsibilities

• Make approximately 30–50 outbound B2B calls per working day
• Speak with tax professionals, EROs, tax office owners, and decision-makers
• Ask what professional tax software they currently use
• Identify satisfaction level, pain points, needs, and interest in considering another software solution
• Handle basic objections professionally
• Book qualified Mega ProTax Software Demo & Growth Calls
• Enter accurate notes and call outcomes into GoHighLevel CRM
• Follow the approved script while still sounding natural and conversational
• Complete follow-up calls when needed
• Work consistently during U.S. Central Time business hours

Requirements

• Previous B2B cold-calling or appointment-setting experience
• Strong spoken English
• Clear, professional, friendly speaking voice
• Comfortable calling U.S. business owners and decision-makers
• Confident handling objections
• Reliable internet connection and quiet work environment
• Strong attention to detail
• Dependable and able to work independently
• CRM experience preferred
• GoHighLevel experience is a strong plus

Compensation

Starting pay: $5.00 USD per hour

Schedule: approximately 20 hours per week

Performance bonuses will also be available for qualified appointments that meet our requirements and attend their scheduled Mega ProTax Software demo.

This position will begin with a paid trial period. Strong performers may receive additional hours, increased responsibility, performance bonuses, and long-term opportunities with Mega ProTax Solutions.

IMPORTANT APPLICATION REQUIREMENT

Please include a 60–90 second voice recording introducing yourself and briefly explaining your previous cold-calling or appointment-setting experience.

Applications without a voice recording may not be considered.

SKILL REQUIREMENT

Sales Support Lead Generation Appointment Setting

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B2B Cold Caller & Appointment Setter — Tax Software

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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