Company: Pacific Crest Tax Advisors
Schedule: Full-Time, Wednesday to Saturday, 8:00 AM-5:00 PM (Pacific Time)
Work Type: 100% Remote
Language Requirement: Fluent English (spoken & written)

About Pacific Crest Tax Advisors

Pacific Crest Tax Advisors is a U.S.based tax advisory firm that helps real estate investors, business owners, and high-income earners reduce their tax burden through strategic planning and proactive guidance.

Our leads come from BiggerPockets, meaning every prospect is warm, educated, and actively seeking tax help — no cold calling, no high-pressure selling.

This role is idóneo for someone who is confident on the phone, understands consultative sales, and can close tax preparation services directly or escalate complex cases to an advisor for deeper planning conversations.

Role Overview

As a Lead Manager / Tax Sales Closer, you will be responsible for handling inbound leads, conducting qualification and discovery calls, and converting qualified prospects into paying clients.

You will:
- Close straightforward tax preparation engagements




- Identify higher-complexity or advisory opportunities and hand them off to a senior tax advisor
- Act as the bridge between prospects and advisors, ensuring a smooth, professional client experience

Key Responsibilities
- Conduct inbound discovery and sales calls with BiggerPockets leads
- Qualify prospects based on income level, entity structure, real estate activity, and tax complexity
- Confidently quote and close tax preparation services when appropriate
- Identify advisory or complex planning needs and schedule calls with a senior advisor
- Handle objections professionally and ethically (pricing, timing, value)
- Maintain accurate records in GoHighLevel (GHL) CRM
- Ensure smooth handoff notes and context when escalating to an advisor
- Follow up with undecided prospects and no-shows
- Maintain a consultative, educational, and trust-based sales approach
- Fluent, confident English with a neutral accent
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📌 Lead Manager (México)
🏢 Pacific Crest Tax Advisors
📍 México