Managing Director, Business Development, Tax

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Identify, cultivate, and enhance strategic business opportunities for tax-related products, services, and financial solutions.

• Establish and nurture relationships with tax preparation firms, software providers, industry associations, and strategic partners.

• Formulate and implement business development strategies aimed at boosting product adoption, increasing market share, and driving revenue growth.

• Recognize, negotiate, and oversee partnership opportunities that align with the company's objectives and profitability goals.

• Create, manage, and sustain a pipeline of prospective clients, referral partners, and strategic opportunities.

• Collaborate with Sales, Operations, Product, Compliance, Marketing, and Executive Leadership on the implementation and management of partnerships.

• Act as a subject matter expert in the tax industry, encompassing tax preparation trends, IRS programs, financial products, and competitive dynamics.

• Analyze market conditions, customer requirements, industry trends, emerging opportunities, and potential risks.

• Conduct presentations, product demonstrations, and discussions at the executive level.

• Develop business cases and perform financial analyses for strategic initiatives and partnerships.

• Monitor competitor activities, new market entrants, and evolving industry regulations.

• Collaborate with Marketing on trade shows, conferences, webinars, sponsorships, and customer engagement initiatives.

• Work with key accounts to optimize partner satisfaction, retention, and long-term growth.

• Assist in contract negotiations and renewal discussions.

• Track and report metrics related to revenue growth, partner activity, customer acquisition, and strategic initiatives.

• Contribute to annual planning, forecasting, and strategic growth objectives.

• Maintain knowledge of company products, services, operational processes, and compliance requirements.

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor's degree or equivalent education and work experience.

• 8+ years of progressive experience in business development, strategic partnerships, sales leadership, or a related field, with a significant focus on the tax, fintech, financial services, banking, and/or software sectors.

• 5+ years of experience in leading complex strategic partnerships, channel development, enterprise sales, or business growth initiatives with measurable revenue impact.

• Strong grasp of the tax preparation ecosystem, including tax software providers, Service Bureaus, IRS programs, refund transfer products, bank products, and related financial services.

• Proven success in developing and executing strategic growth plans, market expansion initiatives, and go-to-market strategies.

• Experience in conducting financial analysis, developing business cases, negotiating contracts, and engaging in strategic planning activities.

• Exceptional presentation, communication, and executive influencing skills with experience presenting to boards, executive leadership teams, and strategic partners.

• Ability to thrive under pressure to achieve goals and meet deadlines.

• Strong collaboration skills.

• Keen attention to detail.

• Proficient product implementation skills.

• Advanced skills in Microsoft applications.

🏝️ Benefits

• Annual performance-based incentive opportunity.

• Health insurance.

• 401(k) retirement benefits.

• Life insurance.

• Disability benefits.

• Paid time off.

• Comprehensive benefits package for eligible employees.