Account Director

About KBKG

KBKG, a specialty tax service firm, helps businesses grow by delivering tax incentives to businesses and their CPAs. We are fast growing and take pride in our innovative culture.Our team includes leading experts in our respective fields and a 20-year proven track record under IRS audits. We are a national firm, with local service in NYC, Atlanta, Detroit, Chicago, Dallas, Houston and Los Angeles offices. We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client’s relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms across the nation trust KBKG. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.

Position Summary – Account Director

The Account Director represents KBKG and is responsible for driving revenue by developing and closing sales opportunities within an assigned region or set of named accounts. This role sells KBKG’s B2B tax consulting services, including Cost Segregation, R&D Tax Credits, Green Energy incentives, State and Local Tax, and international incentives.

Account Directors build and maintain relationships with referral partners (primarily CPA firms) while also selling directly to business owners. They work closely with KBKG’s technical teams to deliver tailored solutions and effectively support clients and referral partners throughout the sales process.

Position Requirements

• Create and maintain long-lasting trusted relationships with referral sources that continue to refer new clients to KBKG each year. These referral sources include but are not limited to CPA relationships, Real Estate Owners/Investors, and Tax Services clients
• Work directly with business owners and C-level executives to identify and sell KBKG solutions
• Responsible for full sales cycle from lead generation to closing
• Partner with KBKG Principals and a Technical Management support team to maximize KBKG value for referral partners and clients
• Generate opportunities through cold calling, networking, referral sources, etc.
• Meet and exceed all quarterly and annual sales quotas
• Maintain accurate data within internal systems (Salesforce.com)

Experience

• A proven sales hunter and closer. Ability to own the sales cycle - from lead generation to close Strong discovery and communication skills
• 3+ years of outside B2B sales experience (relevant Industry or CPA partnership experience highly preferred)
• Proven track record of sales excellence
• Self-starter within a fast-paced team, rapid-change environment
• Experience selling at the "C" level and business owner
• Knowledge of Salesforce.com is a plus

Travel & Work Environment

• Travel within the assigned territory/portfolio is required for client meetings, seminars, and networking; occasional overnight travel may be required.
• Must be able to drive for business purposes; valid driver’s license required.