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Capstan Tax Strategies

Director of Business Development

Capstan Tax Strategies, San Jose, California, United States, 95199

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At CAPSTAN we deliver expert tax consulting services with clear, purposeful, and warm communication. We foster a culture of mutual respect and trust, ensuring our clients achieve satisfaction and financial success.

Core Values We believe in the Character of CAPSTAN to be:

Communication:

Striving to communicate – internally and externally – in a manner that is clear, purposeful, and warm.

Accountability:

Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues.

Pride:

Striving to do all things with meticulous accuracy, taking pride in the work as a reflection of ourselves.

Support:

Striving to encourage teammates in all endeavors, contributing to an atmosphere of mutual respect.

Trustworthiness:

Striving to act with integrity and be worthy of trust.

Responsibilities

Develop and execute innovative sales strategies to attract new clients and expand market presenceli>

Cultivate and nurture relationships with CPA firms and financial partners to enhance collaboration and business opportunities.

Apply consultative sales expertise to understand client needs, providing tailored solutions aligned with our mission.

Demonstrate high energy and drive as a true sales hunter, proactively seeking out and pursuing potential leads.

Utilize strong communication skills to build rapport with clients, colleagues, and stakeholders, ensuring seamless information flow.

Embrace and adapt to new skills and technologies to stay ahead in the evolving field of tax consulting.

Consistently achieve individual sales goals and contribute to team sales targets, leveraging a proven track record of success.

Ideal Candidate

Strategic Thinker – Ability to see the bigger picture and formulate effective long‑term sales strategies.

Collaborative Team Player – Thrives in a team environment, bringing out the best in colleagues.

Client‑Focused Expert – Prioritizes understanding and fulfilling unique client needs.

Driven Sales Hunter – Unwavering determination to seek out new opportunities and clients.

Tech‑Savvy Learner – Embraces new technologies and skill sets with enthusiasm.

Results‑Oriented Achiever – Consistently meets and exceeds individual sales targets.

Strong Communicator – Effectively conveys ideas and builds relationships with clarity.

Basic Requirements

Bachelor's degree in a relevant field or equivalent experience.

Proven track record in consultative sales, ideally in the financial or tax industry.

Existing relationships and networks with CPA firms and financial partners.

Strong understanding of finance and tax principles.

Excellent written and verbal communication skills.

Benefits

Competitive Compensation – Salary package with performance‑based incentives.

Full‑time Remote Opportunity – Flexibility to work remotely while part of a dynamic team.

Normal Business Hours – Regular schedule for healthy work‑life balance.

Comprehensive Benefits Package – Medical, Vision, Dental, HRA, and retirement plan.

Career Growth Prospects – Numerous opportunities for advancement and professional development.

If you are a dynamic, driven professional who aligns with our mission and possesses the sought‑for skills and traits, we invite you to take the next step in your career and apply for the position of

Director of Business Development at CAPSTAN.

Join us in making a real impact in the world of tax consulting and be part of a team that values your contributions and offers a rewarding and fulfilling career.

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