Account Executive

Applicants must reside in the DFW metroplex and be able to work a hybrid model, currently consisting of two (2) days in office and three (3) days remote weekly.

The work you'll do

Are you a relationship-driven Account Executive who enjoys identifying new opportunities and building strong client partnerships? Do you take a consultative approach to uncover client needs and connect them with impactful solutions? Join a team where you’ll develop new business through both your own prospecting and leads from our Business Development team, qualifying and closing opportunities aligned to our commercial real property growth goals. If you’re energized by owning your pipeline while collaborating on strategic pursuits, this is your chance to grow with an industry-leading property tax consulting firm.

The team

Tax Advisors Group (TAG) provides personalized business personal property and real estate tax consultancy services to corporations nationwide, driving industry-leading results with the highest standard of client service. Serving 640+ companies with a 95%+ client retention rate, we’re proud to have been named a 2025 and 2026 Top Workplace, one of America’s Best Tax Firms by Forbes for 2022 and 2023, and a most recommended tax firm for 2024, 2025, and 2026 by USA Today. Originally focused on providing property tax solutions for Texas corporations, TAG has in recent years begun expanding offerings to include nationwide compliance and real estate services, leading to an overall period of growth and transformation for the company.

Now is an exciting time to join the #TAGteam as the company continues to expand and evolve! Here at TAG, we recognize our people are our most valuable asset, and that’s reflected in our approach to driving a fantastic work culture. We’re focused on growing the business and leveraging that growth to carve out unique development opportunities for every person on the TAG team. With weekly catered lunches, regular social events in and outside the office, and an extended holiday break each December to disconnect and recharge, we really care about having fun while we work! To put it plainly, our goal is to be the #1 preferred employer in the property tax space.

Responsibilities Include

• Consistently meets or exceeds annual new logo sales targets in alignment with TAG processes and protocols.
• Independently generates new business through outbound prospecting and networking
• Collaborates closely with internal partners, and leverages sales expertise to achieve business development deliverables.
• Responds to sales generation leads from Business Development team with urgency to advance the sales process.
• Develops effective sales strategies to identify/qualify prospective opportunities.
• Maintains accuracy when consistently reporting and documenting the sales lifecycle through CRM tracking systems.
• Prepares, customizes, and delivers professional sales proposals targeted and customized for client needs.
• Identifies and participates in conferences and associations as approved by sales leadership to generate quality sales leads.

• Participates and engages in Sales/Marketing departmental projects and initiatives.
• Other duties as assigned by Director, Business Development.

Qualifications

Required

• Bachelor’s degree or equivalent experience required.
• 4+ years of results generating consultative sales experience, and at least 2 years of experience selling or performing commercial real estate property tax services
• Experience in business-to-business sales in a consultative selling environment.
• Basic skills in MS Office; Word, Excel, PowerPoint, Outlook, LinkedIn Navigator.
• Experience with web conferencing software, i.e., Zoom, WebEx and MS Teams.
• Ability to travel up to 40% of the time for conferences, in person client meetings, etc.

Preferred

• Excellent organization, communication, and presentation skills.
• Strong networking experience with finance and/or c-suite decision makers preferred.
• Experience working in CRM tracking systems preferred.
• Exposure with professional sales training courses.

Benefits

Competitive base salary, with incentivized earning potential

401(k) matching plan

Medical/Dental/Vision Plan

Paid time off, standard Winter Break company closure, and paid parental leave

Regular Company Social Events

Hybrid Work Schedule

It is TAG’s practice to provide and promote equal opportunity employment through hiring, promotion, and transfer practices, compensation practices, and development opportunities without discrimination based on race, color, national origin, citizenship, sex or gender, gender identity or expression, sexual orientation, marital status, religion, age, disability, service in the military, or any other characteristic protected by applicable federal, state, and local laws.