Job Description

TRM CPA has earned the distinction of being ranked 12th in 2024 Accounting Today's Best Accounting Firms to Work For and ranked 1st in 2025 America's Best Workplaces!

Job description

Are you a driven and persuasive communicator who thrives in a fast-paced sales environment? Do you enjoy building relationships and helping clients find the right solutions to meet their needs? Are you growth-minded and eager to join a firm where there are incredible opportunities for advancement and skill development? If so, we at TRM CPA would love to chat with you about our Inside Sales Representative role based in Jupiter, Florida!

Responsibilities:

• Manage inbound sales outreach via phone, email, and social platforms
• Qualify inbound leads and guide potential clients through the sales process
• Book consultations and discovery calls for our tax advisors
• Diligently track sales activities and client interactions in our CRM system
• Achieve and exceed monthly quotas and performance metrics
• Collaborate with the marketing and service teams to optimize lead conversion
• Represent TRM CPA with professionalism and enthusiasm in all interactions

Requirements:

• Bachelor’s degree in marketing, business administration, or a related field
• 3–7+ years of closing experience in a high-ticket B2B service environment (e.g., agency retainers, coaching, consulting, finance, or tax services)
• Strong communication skills and a persuasive phone presence
• Ability to thrive in a fast-paced, metrics-driven sales environment
• Proficient with CRM tools (e.g., HubSpot)
• Energetic, coachable, and goal-oriented with a positive attitude
• Must be located in or willing to commute to Jupiter, Florida

Please Submit The Following to dylan.greco@trm.cpa:

Loom video (2–4 min) answering:

1. “Walk me through a time you built or led a sales team — what worked and what didn’t?”
2. “How would you describe your sales style? What makes you stand out as a closer and leader?”
3. “What excites you about this role, specifically with TRM CPA?”

At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):

• Integrity: We do what’s right over what is easy.
• Ownership: We take initiative and accept responsibility
• Humility: We stay humble and open-minded to new ideas
• Teamwork: We value people over numbers and believe we can go farther by working together
• Positivity: We face challenges with optimism
• Excellence: We go above and beyond in all we do
• Growth: We push the limits of our abilities and strive to be better every day
• Awesomeness: We create fun and a little weirdness

Job Type:

• Full-time

Benefits:

• Health insurance
• Life insurance
• Paid time off
• Regular team events at travel destinations
• Dental insurance
• Vision insurance

Schedule:

• 8-hour shift
• Monday to Friday

Additional pay types:

• Bonus pay

Work Location:

• Jupiter, FL

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