About the role
The Director of Business Development is a strategic, client-facing role focused on expanding the firm's footprint in the R&D tax credit, Cost Segregation, Energy Incentives and other specialty tax services space. This role requires a hunter mentality - someone who thrives on identifying new opportunities, building relationships from the ground up, and driving revenue growth through proactive outreach and strategic partnerships.
Key Responsibilities:
- New Business Development ("Hunter" Focus)
- Proactively identify and pursue new business opportunities through outbound prospecting, networking, and market research
- Develop and execute strategies to penetrate new markets and industries that can benefit from R&D tax Credits, Cost Segregation and Energy Incentives.
- Build a strong pipeline of qualified leads and convert them into long-term clients.
- CPA & Channel Parner Engagement
- Cultivate and manage relationships with CPA Firms, serving as a trusted advisor and resource for their clients.
- Educate CPAs on Tri-Merit's services and collaborate on joint business development efforts.
- Act as a liaison between CPAs and Tri-Merit's technical teams to ensure seamless service delivery.
- Client Relationship Management
- Establish and maintain strong relationships with business owners, CFOs, and other decision-makers.
- Understand client needs and coordinate with internal teams to deliver tax solutions.
- Strategic Collaboration
- Work cross-functionally with technical, marketing and operations teams to support client acquisition and retention.
- Contribute to the development of sales strategies, marketing campaigns, and service enhancements.
- Industry Representation
- Represent Tri-Merit at CPA and industry events and networking functions to promote brand awareness and generate leads.
- Stay informed on industry trends, tax law changes, and competitive landscape.
Qualifications
- Proven track record in business development, preferably in tax advisory and consulting.
- Strong "hunter" mindset with the ability to independently generate and close new business.
- Knowledge of R&D Tax Credit, Cost Segregation and Energy Incentives a plus.
- Experience working with CPA Firms with a 5+ year track record
- Excellent communication, relationship-building, and consultative selling skills.