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Account Executive – Tax Incentives & Credits

Private

New York · Hybrid Full-time Mid Level 1w ago

About the role

About the Role

This is a full-cycle sales role focused on helping businesses identify, qualify for, and monetize a broad range of tax incentives and credits, including (but not limited to) R&D credits incentives, and other federal and state programs. You will work directly with founders, CFOs, and finance leaders in a consultative, value-driven sales process.

Join a fun, collaborative team with a hybrid work schedule (Tuesday & Thursday in office) and make a real impact supporting innovation and funding across the U.S.

What You’ll Do

  • Own the full sales cycle from prospecting through close
  • Educate founders, CFOs, and finance leaders on available tax incentives and funding opportunities
  • Identify qualified opportunities and collaborate with internal tax/technical teams
  • Build and manage a strong pipeline and mid-market clients
  • Meet or exceed monthly and quarterly revenue targets

What Experience You Need

  • 3+ years of B2B sales experience (tax, financial services, or consultative sales preferred)
  • A proven closer with a history of winning clients, exceeding targets
  • Comfortable selling to senior decision-makers (CFO, Founder, Controller)
  • Strong communication, discovery, and closing skills

Why Join

  • High-impact role with ownership and visibility
  • Competitive base salary +commissions based on experience and capability

If this sounds like the right next step for you, we encourage you to apply. Join a collaborative team where your performance, voice, and growth truly matter.

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