
201 - 500 employees
Founded 2001
🏗️ Construction
🏥 Healthcare
⚖️ Legal
Construction • Healthcare • Legal
Engineered Tax Services Inc. is the nation's premier tax credit and incentives firm that combines expert knowledge in engineering with tax and accounting principles. The company's team, consisting of tax attorneys, engineers, and scientists, specializes in services such as cost segregation, R&D tax credits, and various tax deductions to help clients maximize their tax benefits. They have successfully generated billions in U. S. stimulus incentives, impacting numerous jobs across the economy.
🕒 August 19
🇺🇸 United States – Remote
💵 $60k - $70k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
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201 - 500 employees
Founded 2001
🏗️ Construction
🏥 Healthcare
⚖️ Legal
Construction • Healthcare • Legal
Engineered Tax Services Inc. is the nation's premier tax credit and incentives firm that combines expert knowledge in engineering with tax and accounting principles. The company's team, consisting of tax attorneys, engineers, and scientists, specializes in services such as cost segregation, R&D tax credits, and various tax deductions to help clients maximize their tax benefits. They have successfully generated billions in U. S. stimulus incentives, impacting numerous jobs across the economy.
• Own a defined portfolio of large, named priority accounts within an assigned geographic territory • Serve as the primary point of contact and own the overall health and growth of each relationship • Develop and maintain account plans, stakeholder maps, service-line penetration strategies, and expansion paths • Build trusted, multi-threaded relationships with principals, partners, and decision-makers • Own an approximately $8M book of business and carry an annual expansion target • Identify, qualify, and close cross-sell and up-sell opportunities across ETS service lines • Surface new engagements by understanding clients' evolving tax positions, transaction activity, and business changes • Forecast account revenue and maintain an accurate expansion pipeline view • Drive client satisfaction, retention, and renewal • Coordinate delivery with operations and technical teams to meet client expectations and timelines • Conduct regular account reviews with key firms • Maintain accurate CRM account, contact, and opportunity records • Report account status, expansion pipeline, and forecasts to the Sales Operations Manager • Track and stage opportunities from identification through close, flagging risks and bottlenecks • Liaise between assigned accounts and ETS marketing, sales, and operations teams • Partner with the Sales Operations Manager on intake standards and handoff readiness
• 5+ years of work experience listed in the job details • Strong expertise in enterprise or strategic account management, client relationship management, and revenue expansion • Proven track record of growing revenue within an existing book of named accounts • Strong consultative selling skills and ability to close cross-sell and up-sell opportunities • Ability to manage multiple high-value relationships and competing priorities in a fast-paced, deadline-driven environment • Strong account planning and project management capabilities • Ability to build trust and influence with senior stakeholders and decision-makers • Ability to work independently while coordinating with cross-functional stakeholders • Bachelor's degree (B.A./B.S.) or equivalent from a four-year college, or 5–7 years of related experience, or an equivalent combination of education and experience • Strong written communication skills • Ability to present information clearly and communicate persuasively • Strong problem-solving, analytical, forecasting, and account-planning capabilities • Knowledge of CRM software; ZOHO preferred • Knowledge of MS Office, including Excel, Word, Teams, and Outlook • Knowledge of various sales reporting tools
• Medical insurance • Dental insurance • Vision insurance • Whole life insurance • Basic life insurance • Voluntary life insurance • Short-term disability insurance • Long-term disability insurance • Doctegrity • Pet insurance • Legal/Theft insurance • Accident insurance • Critical illness insurance • Hospital insurance • 401(k) • PTO
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