Frost Law is a nationally recognized tax law firm providing comprehensive tax planning and compliance services. They are seeking an experienced R&D Tax Credit Sales Executive to drive new client acquisition and expand their R&D tax credit advisory services.
Responsibilities:
- Identify and develop new client opportunities for R&D tax credit studies and advisory services
- Build and manage a pipeline of prospective clients across industries that commonly qualify for the credit, including:
- Technology and software development
- Manufacturing
- Life sciences and biotech
- Conduct discovery conversations with business owners, CFOs, controllers, and tax directors to assess potential R&D credit eligibility
- Present Frost Law’s R&D tax credit services and value proposition to prospective clients
- Develop relationships with referral partners, including:
- CPA firms
- Financial advisors
- Business consultants
- Private equity groups
- Build strategic alliances with firms that may not offer R&D studies internally
- Represent Frost Law at industry events, conferences, and networking opportunities
- Manage the full sales lifecycle from prospecting to engagement execution
- Coordinate with Frost Law’s tax attorneys and technical professionals to scope R&D credit engagements
- Work with internal teams to develop proposals, engagement letters, and pricing structures
- Maintain accurate pipeline reporting and sales forecasts
- Stay informed on developments related to:
- Federal Internal Revenue Code §41 R&D tax credits
- State R&D incentives
- IRS enforcement trends
- Identify emerging market opportunities and industries with strong R&D credit potential
Requirements:
- 5+ years of experience selling R&D tax credit services
- Prior sales experience at a: Law firm, Accounting firm, Tax advisory firm, Consulting firm specializing in tax incentives
- Demonstrated success generating new business for R&D tax credit studies or tax incentive consulting services
- Strong understanding of: R&D tax credit eligibility concepts, Technical study processes, Documentation requirements for IRS support
- Excellent communication, presentation, and relationship-building skills
- Established network of potential referral partners and client relationships is strongly preferred