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Account Executive

🕒 September 25

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

Where this job comes from

Posted on KBKG Transfer Pricing's careers page, not through a job board

First seen by Remote Rocketship September 25

Still open on KBKG Transfer Pricing's site. Checked 1 hour ago.

Logo of KBKG Transfer Pricing

KBKG Transfer Pricing

51 - 200 employees

Founded 1999

💼 Consulting

🤝 B2B

💸 Finance

Consulting • B2B • Finance

KBKG Transfer Pricing is the transfer pricing practice within KBKG, a national tax consulting firm. It provides transfer pricing advisory, documentation, and compliance support to businesses and CPAs, assisting with transfer pricing matters, audit readiness under new tax audit rules, and related intercompany tax planning as part of KBKG’s broader tax incentive and compliance services. The practice leverages KBKG’s nationally recognized tax experts and proprietary technology to help clients maximize tax outcomes while maintaining compliance.

📋 Description

• Identify and research potential clients within target markets or industry verticals • Conduct outbound outreach via email, phone, LinkedIn, and other channels • Conduct discovery calls to assess fit, need, authority, budget, and timeline • Evaluate prospect eligibility for specific tax credits or services • Educate prospects on relevant specialty tax services and value proposition • Log qualification details and insights in the CRM • Build rapport with CFOs, controllers, owners, and other key decision-makers • Tailor communication and sales approaches based on client type and service line • Handle objections and questions using service line expertise • Nurture relationships throughout the buyer journey • Prepare and deliver presentations, proposals, or estimates • Collaborate with technical teams or subject matter experts during late-stage conversations • Negotiate terms and pricing within pre-approved guidelines • Own contract signing and deal-closing processes • Ensure smooth transitions from sales to service delivery teams • Provide internal teams with client background, context, and documentation • Support early stages of client onboarding when needed • Maintain accurate CRM records of sales activities and deal stages • Forecast revenue and pipeline health regularly • Analyze performance data to identify improvement opportunities

🎯 Requirements

• At least 2 years of experience in a similar role (B2B sales within CPA, tax or financial services) • Excellent verbal and written communication skills • Ability to work independently while also thriving in a fast-paced, team-oriented environment • Strong attention to detail and analytical skills • Technologically proficient with Microsoft Office, especially Excel • Experience with Salesforce or HubSpot is strongly preferred • Must be able to sit at a desk and work on a computer for prolonged periods • Must be able to lift up to 15 pounds at a time

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