Tax Firm Operations & Sales Specialist

This is a fully remote position, open to applicants in Germany.

📋 Description

• Developing proposals and overseeing the proposal process.

• Ensuring thoroughness: including scope of services, assumptions, pricing, start date, necessary documents, and next steps.

• Managing a proposal pipeline (tracking status, deadlines, follow-ups/reminders, and subsequent actions).

• Conducting prospecting calls and follow-ups.

• Providing onboarding assistance.

• Ensuring quality assurance through checklists, completeness evaluations, and follow-up procedures.

⛳️ Requirements

• Several years of experience in a tax firm or a tax-related setting.

• Demonstrated ability to manage proposal processes and follow-up effectively (ensuring nothing is overlooked).

• Excellent telephone communication skills: friendly, clear, confident, and dependable.

• Familiarity with firm workflows (services, billing, deadlines, confidentiality).

• Highly organized: adept at follow-up reminders, documentation, prioritization, and taking ownership.

🏝️ Benefits

• A modern, digital work environment that prioritizes quality.

• A supportive team atmosphere with open communication and a high level of professionalism.