Sales Representative / Lead Closer – Tax Software

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: TYPE OF WORK

Full Time

: SALARY

$5-$9

: HOURS PER WEEK

30

: DATE UPDATED

Aug 20, 2026

JOB OVERVIEW

We are looking for an experienced sales closer who understands the U.S. tax preparation industry and can confidently speak with tax professionals interested in tax software and growing their tax business.

This is NOT a cold-calling position. You will primarily work with warm leads who have already shown interest. Your job is to qualify them, understand their needs, explain our offers, follow up, and close the sale.

WHAT YOU’LL BE SELLING

* Professional tax software
* ERO software packages
* Tax business solutions
* CRM/software solutions
* Service Bureau opportunities

WE REALLY WANT SOMEONE WHO ALREADY KNOWS THIS INDUSTRY

Previous experience with professional tax software, EROs, EFIN holders, PTIN holders, tax service bureaus, or tax-business sales is strongly preferred.

Experience with companies/platforms such as TaxSlayer Pro, CrossLink, Drake, OLT Pro, TaxWise, UltimateTax, or similar professional tax software is a major plus.

RESPONSIBILITIES

* Respond to and follow up with warm leads
* Conduct sales/discovery calls
* Qualify prospects
* Explain packages clearly
* Handle objections confidently
* Follow up with und ---------- prospects
* Close and collect enrollments
* Update lead statuses and notes in our CRM
* Meet weekly sales goals

YOU SHOULD HAVE

* Strong spoken and written English
* Proven sales/closing experience
* Confidence on phone and Zoom calls
* Excellent follow-up skills
* Experience selling B2B services or software
* Ability to learn offers quickly
* Reliable internet and a professional work environment

Tax industry experience will receive priority.

TO APPLY

Please answer ALL of the following:

1. Have you ever sold professional tax software or services to tax professionals?
2. Have you worked with EROs, EFIN holders, PTIN holders, or Service Bureaus?
3. Which tax software companies or tax businesses have you worked with?
4. What exactly were you responsible for selling?
5. What was the average price of the offer you sold?
6. What was your approximate close rate?
7. Were your leads warm or cold?
8. Please send a short voice recording introducing yourself and explaining your sales experience.

Start your application with the words “ERO SALES” so we know you read the entire posting.

We are looking for someone who can do more than read a script. We want a closer who can understand the prospect, communicate value, follow up, and confidently ask for the sale.

SKILL REQUIREMENT

CRM Lead Generation Sales

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Sales Representative / Lead Closer – 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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