Community & Business Development Representative

Community & Business Development Representative – Tax & Business Services

SmartFile Tax Partners
Location: Wichita Falls, TX
Job Type: Part-Time
Pay: $15.00–$18.00 per hour + performance incentives
Expected Hours: 15–25 hours per week

About SmartFile Tax Partners

SmartFile Tax Partners is a growing tax and business services firm serving individuals, families, entrepreneurs, and small businesses.

Our services include tax preparation, tax resolution, bookkeeping, payroll, business services, and financial education.

We are seeking a motivated Community & Business Development Representative to help expand our client base, develop referral relationships, represent SmartFile in the community, and turn outreach opportunities into new business.

This is not simply a marketing position. The successful candidate will be responsible for actively generating leads, following up with prospective clients, scheduling consultations, developing partnerships, and contributing to measurable revenue growth.

What You'll Do: Business Development

• Generate new leads for tax preparation and business services.
• Contact prospective clients by phone, text, email, and in-person outreach.
• Follow up with previous inquiries, prospective clients, referrals, and inactive leads.
• Schedule consultations for tax and business advisory services.
• Identify opportunities for bookkeeping, payroll, tax resolution, and other recurring services.
• Maintain consistent follow-up until prospects make a decision.
• Help convert inquiries and community contacts into paying clients.

Community Outreach & Partnerships

• Develop relationships with local businesses, entrepreneurs, community organizations, real estate professionals, lenders, insurance professionals, and other potential referral partners.
• Represent SmartFile Tax Partners at selected networking events, community events, workshops, and outreach activities.
• Identify opportunities for financial literacy workshops and community education.
• Help develop mutually beneficial referral partnerships.
• Follow up with contacts and leads generated through events and partnerships.

Lead & Client Management

• Maintain accurate records of prospects, conversations, appointments, and follow-up activities.
• Track leads from initial contact through consultation and conversion.
• Document referral sources so the company can measure which partnerships and outreach activities produce revenue.
• Provide regular updates on outreach activity, appointments, new clients, and business opportunities.

Services You'll Represent

You will help generate opportunities for:

• Individual Tax Preparation
• Business Tax Preparation
• Back Tax & Tax Resolution Services
• Tax & Business Advisory
• Bookkeeping
• Payroll Services
• Business Formation & Compliance
• Financial Literacy & Business Education

What We're Looking For

We're looking for someone who is:

• Friendly, confident, and comfortable starting conversations.
• Comfortable making outbound calls and following up with prospective clients.
• Professional when discussing financial and business services.
• Persistent and organized with follow-up.
• Comfortable networking and meeting new people.
• Able to build long-term professional relationships.
• Goal-oriented and motivated by measurable results.
• Comfortable working independently while following established processes.
• Able to maintain confidentiality when working around client financial information.

Previous experience in sales, business development, insurance, banking, financial services, tax services, community outreach, recruiting, or customer service is preferred.

Tax experience is helpful but not required. Training on SmartFile services will be provided.

Compensation

Base Pay: $15.00–$18.00 per hour

Additional performance incentives may be available based on measurable business-development results.

Performance incentives may be tied to:

• Qualified consultations
• New paying clients
• New recurring business clients
• Referral partnerships
• Collected revenue generated

This structure provides an opportunity to earn additional compensation based on results.

Performance Expectations

Success in this position will be measured using clear business-development metrics, including:

• Outbound contacts completed
• Qualified leads generated
• Consultations scheduled
• Consultation show rate
• New clients acquired
• Referral relationships established
• Lead follow-up completion
• Revenue generated from business-development activities

Schedule

Approximately 15–25 hours per week.

The regular schedule will primarily be during normal business hours, with occasional flexibility needed for networking events, community events, workshops, or other business-development activities.

Additional hours may become available during tax season based on business needs and performance.

Growth Opportunity

This position has the potential to grow as SmartFile Tax Partners expands.

A successful representative may have opportunities to take on additional responsibility in areas such as:

• Business Development
• Partnership Management
• Account Management
• Community Outreach
• Business Client Acquisition
• Sales Leadership

Screening Questions

Please answer the following when applying:

• Describe your previous sales, customer service, community outreach, or business development experience.
• Are you comfortable making outbound phone calls and following up with prospective clients?
• How would you follow up with someone who expressed interest in our services but stopped responding?
• Are you comfortable attending networking and community events and introducing SmartFile's services to potential clients and referral partners?
• Are you comfortable working in a position where performance is measured by leads, appointments, new clients, and revenue generated?
• What experience do you have building relationships with businesses or community organizations?
• Why are you interested in representing tax and business services?
• Are you available to work approximately 15–25 hours per week in Wichita Falls?

Interview Process

Qualified candidates will complete:

1. Initial Application Review
We will review your experience and responses to the screening questions.

2. Short Phone Interview
Approximately 10–15 minutes focused on communication skills, availability, and previous experience.

3. Business Development Interview
Candidates may complete a brief scenario involving following up with a prospective tax client or introducing SmartFile to a potential referral partner.

4. Final Interview
Discussion of responsibilities, performance expectations, compensation, schedule, and potential start date.

About Our Organization

SmartFile Tax Partners is part of the SmartFile Brands family of businesses. Our broader organization provides tax, business, insurance, concierge, financial education, and community resource services.

Our goal is to develop long-term relationships and connect individuals, families, and businesses with services and resources that address their needs.

Apply today if you enjoy meeting people, developing relationships, creating business opportunities, and seeing measurable results from your work.

Pay: $15.00 - $18.00 per hour

Work Location: In person