Tax Planning Sales Pro — Hybrid
Job in
Westlake Village, Ventura County, California, 91361, USA
Listed on 2026-02-06
Listing for:
one mission
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: Westlake Village
A California tax firm is seeking a Tax Planning Sales Consultant to enhance its advisory division. Candidates will match business owners and high net worth individuals with tailored tax planning packages. Responsibilities include conducting discovery calls, calculating projected tax savings, and closing deals. Applicants should have at least 2 years of consultative sales experience in financial services, along with relevant licenses and a strong educational background in finance or accounting.
Competitive compensation includes a base of $55,000–$65,000 plus commission.
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