Senior Sales Executive
Portland, Oregon Metropolitan Area
Taxfyle is revolutionizing the accounting industry by offering an alternative to staffing solution of US based accountants to fulfill prep and review work for their firm. With a network of over 4000 licensed CPA's in the US, we are able to build dedicated teams based on the firms software, complexity of work looking to be completed, and capacity. Our tax pro's utilize the firms existing softwares remotely to be as plug and play as possible, creating little learning curve or necessary added systems for the firm to work. Firms can choose what types of returns they are looking to outsource and how many. We have a flat rate billing model which allows firms to strategically choose returns that have desirable margins. This creates a predictable and scalable solution, and we work strategically with tax firms on determining ahead of time what returns to to send through to our tax pro's. My focus is working with some of the largest CPA firm's in the country, specifically top 300 firms. I work to build ongoing connections and cultivate business opportunity through conferences, local area meetings across the western US, and strategic partners with overlap in the industry. My role is to consult with firms on their current situation, along with their 2-5 year goals to determine if Taxfyle is the right solution for them. This is usually a series of ongoing meetings over a 6-18 month time frame with multiple departments to determine a proper strategy, need alignment, and implementation strategy.I have achieved my initial 6 month quota upon start, as well as my first full fiscal year quota of $1.2MIL