Own the full sales cycle selling TaxGPT to accounting firms and finance teams. Develop targeted sales strategies, run consultative demos, drive adoption and expansion, navigate complex stakeholders, and collaborate with GTM, product, and success to refine playbooks and influence roadmap priorities.
Account Executive, TaxGPT (US or Canada)
About the Role
What You’ll Do
What You’ll Need
Nice-to-Haves
Step 1: Quick Screen (10 minutes)
Compensation
Remote — U.S. or Canada Based | Full-Time | $150,000 - $200,000 OTE
About the Role
TaxGPT is building the intelligence layer for tax. We’ve partnered with over 3,000 firms and 6,000+ businesses from lean CPAs to global enterprises to redefine how professionals research, collaborate, and execute tax workflows using AI.
We're looking for a world-class Account Executive to join our sales team. If you’re someone who thrives in fast-paced environments, loves consultative selling, and wants to close high-impact deals while shaping the future of tax AI, this is the role for you.
- Win and grow revenue by selling TaxGPT into accounting firms, tax departments, and financial services teams. You'll own the entire sales cycle, from first outbound to trial activation to close.
- Design and execute targeted sales strategies that reflect the nuances of tax firm procurement, CFO-led buying processes, and finance team workflows.
- Drive firm-wide adoption and expansion by identifying use cases across research, review, and tax workflows. You’ll activate individual champions while navigating firm partners, CFOs, tax leads, and ops teams to secure long-term licensing deals.
- Navigate complex stakeholder ecosystems across firms and enterprises, from sole proprietors and managing partners to finance execs, IT stakeholders, and procurement leaders.
- Deliver crisp, consultative demos that connect TaxGPT to tangible ROI: time saved, fees avoided, insights unlocked, and workflows accelerated.
- Collaborate across GTM, product, and success to influence roadmap priorities based on user feedback. You’ll surface insights from the field, what firms love, what they need, what’s blocking adoption, and help shape how we sell and what we build.
- Refine and scale the sales playbook by continuously sharing learnings, scripts, objection handling, and usage-based selling strategies. You’ll contribute to a performance-driven sales culture rooted in clarity, accountability, and curiosity.
- 3–5 years of sales experience in a SaaS or technology company, ideally with experience in AI, generative AI, LLM-based products, or fintech platforms
- Proven track record of meeting & exceeding sales targets in a fast-paced environment
- Demonstrated ability to run high-quality discovery and deliver consultative demos that uncover urgency and drive value
- Clear communicator with exceptional writing skills, strong video presence, and follow-up discipline
- Experienced user of GTM tools, including HubSpot, Apollo, and other sales platforms
- Strong operator who inspects pipeline daily, updates deal hygiene religiously, and course-corrects with intent
- Deep curiosity for how AI is reshaping industries like tax, finance, and accounting
- Experience selling to tax professionals and professional services firms
- Background in accounting, tax, or a CPA
- Familiarity with tax workflows, return preparation, or legacy tools like CCH or Thomson Reuters
What We Offer
- Compensation: Competitive base salary plus commission
- Benefits: Comprehensive medical, dental, vision
- Remote-first: Work from anywhere in the U.S or Canada.
- Growth: High-impact role with real visibility into leadership and roadmap
- Professional Development: Access to top-end training & development resources
- Culture: We’re a high-trust, high-output team. Expect fast feedback loops, real ownership, and collaboration across teams.
Our Hiring Process
Click ‘Apply Now’ and fill out the application form. We’ll review and respond quickly.
Step 2: Sales Assignment (~1 hour)You’ll receive 2 recorded sales calls to analyze. Using your insights, record a brief Loom (~5 minutes) reviewing the call and walking us through how you’d approach the deal.
Step 3: Virtual Interview (1 hour)You’ll be invited to a virtual interview. We’ll spend the first 45 minutes digging into your assignment and thought process. The final 15 minutes are reserved for your questions.
Step 4: CRO Interview (30 minutes)You'll meet 1:1 with our CRO to dive deeper into TaxGPT’s mission, roadmap, and where you could make an impact.
Timeline: We aim to make offers within 7 days.
The base pay range for this role is $150,000 – $200,000 per year.
TaxGPT San Francisco, California, USA Office
San Francisco, CA, United States
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