WFH Finance Sales Consultant (R&D Tax Incentive)

Job Overview

You will engage with business clients to help them understand and access government-backed R&D tax incentives, combining your financial knowledge with consultative sales skills. All leads are provided, allowing you to focus on advising, qualifying, and closing rather than prospecting.

• Monday - Friday, 40 hours per week (Must be flexible to work during Sydney business hours)

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

• Lead Conversion: Manage and convert inbound, pre-qualified leads into successful engagements.
• Financial Analysis: Apply your financial knowledge to understand client structures, expenses, and eligibility for R&D tax claims.
• Consultative Advising: Clearly explain the financial and tax benefits of the R&D Tax Incentive in a commercial manner.
• Relationship Management: Build trust with clients by translating technical and legislative concepts into tangible value.
• Case Progression: Progress from handling straightforward claims to more complex, high-value advisory cases.
• CRM & Collaboration: Maintain accurate CRM records and collaborate with internal tax and advisory teams to ensure a seamless client experience.

• Background: Experience in finance, accounting, tax, or advisory is highly preferred.
• Sales Skills: Proven experience in sales, client advisory, or stakeholder management.
• Financial Literacy: Strong ability to understand and discuss financial concepts such as costs, tax benefits, and ROI.
• Regulatory Comfort: Comfortable learning and explaining legislation-based frameworks.
• Organization: Highly organized and able to manage multiple client conversations simultaneously.
• Technical Mindset: Naturally analytical with the ability to interpret financial data and identify opportunities.