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Job Description

Hybrid bilingual growth role in Irving, TX focused on acquiring new tax preparation clients, building local partnerships, and recruiting tax preparers.

Responsibilities

  • Identify and acquire new individual and small-business tax preparation clients
  • Build referral relationships with local businesses, employers, and community organizations
  • Conduct field outreach and attend community networking events
  • Run customer acquisition campaigns targeting English- and Spanish-speaking customers
  • Reactivate prior customers through approved marketing campaigns
  • Track leads, appointments, conversions, and collected revenue
  • Identify and recruit qualified tax preparers and potential business partners
  • Present the approved preparer partnership program
  • Develop a pipeline of preparers who can generate consistent business
  • Coordinate onboarding with the Operations Manager
  • Monitor revenue generated through recruited preparers and partnerships
  • Develop and execute a practical local sales strategy
  • Manage prospect follow-ups in the CRM
  • Recommend affordable, results-driven marketing initiatives
  • Provide weekly reporting on business development activities and results
  • Help build a repeatable growth system for future tax seasons

Requirements

  • 2+ years of successful experience in sales, business development, community outreach, or partnership development
  • Professional fluency in English and Spanish
  • Experience working with small businesses, preferably in tax preparation, insurance, financial services, or another consumer service industry
  • Strong knowledge of the Dallas–Fort Worth market
  • Proven ability to generate customers through personal outreach and relationships
  • Comfortable working independently with limited resources
  • Strong follow-up, communication, negotiation, and organizational skills
  • Comfortable using CRM software and reporting measurable results
  • Reliable transportation for local visits and community outreach
  • Availability to work additional hours during tax season

Technologies

  • CRM software

Benefits

  • Competitive base compensation for a small-business environment
  • Performance-based commissions tied to collected revenue and profitable growth
  • Bonuses for successful, productive preparer partnerships
  • Flexible scheduling outside peak tax season
  • Direct access to company leadership
  • Opportunity to help shape and grow an established small business
  • Potential for increased compensation and responsibilities as the company expands
  • Professional development assistance
  • Referral program

Preferred (Not Required)

  • Experience recruiting tax preparers
  • Existing relationships with tax professionals or community organizations
  • Previous experience with a seasonal business
  • Knowledge of tax preparation services

Compensation

  • $30,000–$36,000 annual base salary
  • Plus performance-based commissions and bonuses

Schedule

  • Flexible hybrid schedule with local field outreach
  • Full-time availability during peak tax season; reduced hours outside tax season

Start Date

  • December 2026

Work Location

  • Hybrid remote in Irving, TX 75039

Pay

  • $30,000–$36,000 per year

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