Inbound Sales Associate

About Provident CPAs: Provident CPAs is a fast-growing employee-owned tax planning CPA firm looking for like-minded team members. It takes a special kind of person to work at Provident CPAs. Through each and every one of us, Provident CPAs impacts the lives of our clients all over the United States. The various experiences and perspectives of our team members contribute to the success in a way no other company can match. We are looking for professionals who:

• Contribute to a high energy, fast-paced, team-oriented environment;
• Demonstrate a positive attitude and eagerness to learn;
• Possess strong organizational skills, the ability to multitask, and takes initiative;
• Take a proactive role in building Provident CPAs’ brand standards involving exceptional client service;
• Be a self-starter and possess strong interpersonal and relationship-building skills; and
• Share our Core Values of:
  • Wow client experience,
  • Entrepreneurial spirit,
  • Continual learning and improvement.

If you do not possess these qualifications, you are not the right person for Provident CPAs and we wish you success in your future career endeavors. For those who qualify, we invite you to further explore the opportunity:

1. Required Education:

1. Bachelor’s degree
2. Master’s degree a plus.

1. Minimum Experience: Up to 2 years’ experience in sales or client services.

1. Responsibilities:

1. Facilitate inbound sales calls from prospective clients;
2. Qualify potential clients;
3. Compile and maintain statistics;
4. Develop and execute sales strategies;
5. Develop and maintain client referral relationships; and
6. Familiarity with Intuit’s Practice Management, and Microsoft Word and Excel.

1. Compensation Package: $50,000 to $75,000 based on education and experience. See Benefits Package Details below.

1. Benefits Package Details: Because our team are at the heart of everything we do, Provident CPAs offers a competitive total compensation package that includes pay, health and retirement savings benefits, paid-time-off programs, cafeteria plan, educational opportunities, stock ownership plan, and more. Together, these benefits make up a comprehensive package that helps our team members live their best life, grow personally and professionally and take advantage of the special extras that only Provident CPAs can provide. Eligibility for certain benefits will vary based on job status, work location, and discretion of firm leadership.

Work/Life Balance: Our flex-in, flex-out policy allows team members to work around their personal activities, and our 4-day Summer work schedule is a big hit.

Career Development: We support continual growth and development for all of our team members.

Community Involvement: We believe in giving back to the community.

Health Insurance and Wellbeing: Affordable health insurance options, such as medical, dental and vision coverage.

Retirement Savings: Retirement plans, including 401(k) matching and profit-sharing may be available for full-time positions.

Cafeteria Plan: We provide a wide range of additional benefits, such as medical expense, home office reimbursement, and automobile allowance reimbursements.

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