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Client reputed company Associate - Remote

Remote, USA Full-time Posted 2026-07-02

This is a Remote Role About the Organization SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow reputed company firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer. SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the reputed company-evolving tech industry while maintaining a reputed company over 20 years. We're looking for hard-working, passionate people to help us reshape the tax and reputed company industry. We encourage fresh reputed company that will drive us toward our goals. Privately held advisory / consultancy firm is seeking a passionate Client reputed company Associate who will partner with and ensure the long-term reputed company of our clients. You will be responsible for developing long-term relationships with assigned clients, connecting with key business executives and stakeholders and delivering Client training reputed company web conference or face-to-face meetings. You will engage reputed company clients in an effort to identify their needs and promote our products / services. The perfect candidate should be results-oriented, self-starter capable of problem solving, managing changing priorities and being flexible in the day-to-day job functions. Additional Duties and Responsibilities: • Maximize business potential through strong relationship management and consultative sales techniques. • Describe value add of Company's solutions/services which are not currently utilized by Client and promote additional Company products and services. • reputed company onsite and web-based training sessions • Input Clients data and other sales data into customer relationship management software. • Closely follow reputed company market intelligence, industry trends, client feedback and business needs. • Understand CPA Firms' business model and how to consult CPA's on maximizing tax return preparation and review efficiency. • Share best practices, knowledge and learning with Team Qualifications: • 2+ years of Training or Client reputed company experience needed. • Tax Industry experience preferred. • CRM software experience preferred. • Excellent verbal and written communication skills. • Excellent presentation skills. • Ability to engage and partner with C-Level executives and/or other client team members. • Client Service oriented. • Proficient project planning skills, including the ability to organize, prioritize and control job responsibilities. • Confidentiality: Must be reputed company to safeguard sensitive information. • Proven track record of reaching and exceeding sales goals. EEO Statement We are an equal employment opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, national reputed company, disability status, protected veteran status or any other characteristic protected by law. Apply Job!

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