Relationship Manager
Job Category Business Development
Level Mid-Level
Time Type Full-time
Travel Requirements Approximately 40%
Location Dallas, Texas
The role: As a Relationship Manager, you will market and sell specialty tax services to public accounting firms and referral partners within the state of Texas. You will play a critical role in developing new referral sources in this territory, as well as supporting the retention of existing client relationships.
McGuire Sponsel fosters a dynamic culture that emphasizes training and professional development. No prior knowledge of the specialty tax industry is required. Candidates will develop and grow their skillset by working closely with the firm’s shareholders, technical practice line leaders, and experienced sales professionals. This is an excellent career opportunity for a relationship-driven individual who is looking to expand their skillset and make an impact with a growing firm.
What you will do:
- Generate new client relationship opportunities for the Texas market
- Collaborate with firm leadership in developing and executing market strategies
- Manage the successful transition of awarded client engagements to the appropriate practice line
- Work closely with key practice line leaders to collect and analyze client data, and prepare engagement letters during the proposal process
- Report new and existing opportunities within Salesforce, our CRM software
- Participate in firm marketing initiatives
- Attend and participate in various industry events, such as annual tax conferences
- Travel to prospective client locations to meet with or give presentations to key decision makers
- Gain an understanding and knowledge base of McGuire Sponsel’s specialty tax service offerings
- Ongoing client relationship management
What you will need:
- A completed bachelor’s degree
- Prior experience with B2B sales
- 5+ years’ experience in a sales or professional services environment is desirable
- No prior experience with tax credits is necessary
- Ability to multi-task in a fast paced and deadline driven environment
- Strong attention to detail, excellent organizational skills, strong written and verbal communication skills
- Consultative mindset, strong interpersonal skills, excels in client situations
- Desire to spend time outside of an office environment, interacting with existing and prospective clients
- Experienced in Microsoft Excel, Word, Outlook, PowerPoint, and Adobe
- Experience in Salesforce is helpful, but not required
- A valid United States driver’s license
- Ability to reliably transport yourself to various client locations across the country, as needed
Who we are: McGuire Sponsel is a national specialty tax consulting firm that has experienced tremendous growth while serving leading accounting firms and businesses across the country. Our firm partners with CPAs and their clients to provide Fixed Asset Services, R&D Tax Credit Services, Global Business Services, and Credit and Incentive Services.
What we offer: A career at McGuire Sponsel gives individuals the opportunity to grow professionally and personally in a team environment. Benefits include:
- Competitive paid time off, 401k and health and wellness benefits
- Modern office space in proximity to restaurants, shops, and cultural centers
- Summer Friday hours
- Team building and social outings, community outreach, and philanthropy activities
- Industry professional development opportunities
- Personal development opportunities
Applicants must be authorized to work for any employer in the US. We are unable to sponsor or take over sponsorship of employment Visas at this time.
McGuire Sponsel provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type on the basis of race, color, religion, age, sex, pregnancy, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Applicants with disabilities may contact McGuire Sponsel via telephone, e-mail, and other means to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact McGuire Sponsel at 317-564-5000.