Job Description

Overview

KBKG is seeking a Regional Account Director of Business Development to drive B2B sales of specialty tax consulting services in the Boston and greater Boston region. This role is focused on establishing and growing CPA and direct client relationships, generating new business opportunities, and contributing to the firms growth. Based in Boston , this individual will work in a fully remote model and engage directly with CPAs, CFOs, and business leaders across industries such as biotech, engineering, and manufacturing. This is a high-trust, high-impact sales role with significant income potential and direct access to firm leadership.

Compensation

• Base pay range: $100,000/yr - $120,000/yr
• Additional compensation types: Annual Bonus and Commission

What Youll Bring

• 8+ years of B2B sales experience, with a track record of success in consultative selling environments.
• Hunter mentalityself-starter who thrives on prospecting and creating new relationships.
• Experience selling into CPA firms or financial professionals strongly preferred.
• Strong communication and relationship-building skills; able to simplify complex topics.
• History of internal promotions or sales achievements in previous roles.
• Coachable, goal-oriented, and professional in both presentation and demeanor.
• Familiarity with Salesforce or similar CRM platforms.
• Experience with payroll, financial services, or tax-related industries is a plus.

Preferred Experience

• Experience selling payroll, 401K, HRIS, or tax services.
• CPA licensure or direct experience partnering with CPA firms and working with CFOs.

Why Youll Love This Role

• High-impact opportunity with significant earning potential$150K+ first year, $250K+ in future years.
• Access to industry experts and sales support teams; youre not expected to know it all.
• Coaching cultureweekly check-ins, hands-on support, and professional growth.
• Influence and visibilitycollaborate directly with the firms owners.
• Industry reputationKBKG is recognized as Best of the Best by Inside Public Accounting.
• Entrepreneurial team culture without layers of corporate red tape.

What the Role Entails

• Prospect and close B2B deals across the Boston area.
• Build referral networks with CPA firms and directly engage CFOs and business owners.
• Conduct outbound outreachexpectation of 50+ dials/week during training; 15 meetings/week once ramped.
• Represent KBKG at regional networking events and conferences.
• Collaborate with internal teams including technical consultants and sales support.
• Maintain CRM data and sales forecasting in Salesforce.
• Participate in 45 weeks of onboarding and technical training, starting with in-person session in Pasadena, CA.

Performance Objectives

• 90-Day Goal: Complete onboarding and training; develop foundational knowledge of KBKGs service offerings. Begin building a CPA partner pipeline; schedule 30+ prospecting meetings.
• 180-Day Goal: Establish 35 new referral partnerships and begin closing initial deals. Achieve consistent outreach activity metrics: 50 dials/month, 1015 meetings/week.
• 365-Day Goal: Achieve $1M in closed business. Grow referral network; independently manage multiple CPA and client relationships. Qualify for bonus tier based on exceeding revenue targets.

The Company

KBKG is a national specialty tax consulting firm that empowers CPA firms and their clients to uncover valuable tax incentives. With a reputation for precision, innovation, and deep technical expertise, KBKG serves as a trusted partner to accounting firms and business owners across the U.S. The company is known for its collaborative culture, leadership accessibility, and ability to deliver high-impact solutions in areas like R&D tax credits, cost segregation, and green building incentives.

Core Values

• PRIDE: Do the Right Thing

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Business Development and Sales
• Industries: Professional Services

Benefits

• Paid maternity leave
• Paid paternity leave
• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance

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