Develop and implement customized tax strategies for high-net-worth individuals, families, and business owners, and prepare or review complex tax returns. Manage client relationships and tax projects, resolve tax authority issues, advise internal teams, and contribute to staff development and educational materials.
The Regional Sales Manager is responsible for achieving revenue and install quotas by managing and growing the professional sales channel within the TOLA region. They will define territory action plans, recruit new customers, and provide technical training to integrators to drive product adoption.
Prepare accurate federal and state tax returns for individual, corporate, partnership, and fiduciary clients, and ensure supporting documentation is complete. Communicate with clients and firm staff, manage client requests, use tax and workflow software, and develop tax research skills during the busy season.
The Regional Sales Manager is responsible for achieving revenue and install quotas by managing the professional sales channel and supporting integrators. They will define territory action plans, recruit new customers, and drive product adoption through training and system design support.
Drive the product vision and roadmap for the WiseOS platform while partnering with engineering and business stakeholders to deliver scalable solutions. Lead product discovery, translate business needs into actionable requirements, and oversee the development lifecycle to enhance advisor and client experiences.
The Regional Sales Manager is responsible for achieving revenue and install quotas by growing the Professional Sales Channel in the Southeast region. Key duties include executing territory action plans, recruiting new customers, and supporting authorized integrators with system design and training.
