As part of our continued growth, Frost Law is expanding its Research & Development (R&D) Tax Credit advisory services to help innovative businesses identify, document, and claim valuable federal and state tax incentives. We are seeking an experienced R&D Tax Credit Sales Executive to drive new client acquisition and expand our presence in the marketplace.
Position Overview:
The R&D Tax Credit Sales Manager will be responsible for generating new business opportunities and developing client relationships related to Frost Law’s R&D tax credit advisory and study services. This role requires prior experience selling R&D tax credit solutions within a professional services environment, such as a law firm, accounting firm, or consulting firm.
The ideal candidate understands the technical and financial benefits of the R&D tax credit, has experience selling complex tax advisory services, and maintains relationships with businesses, CFOs, tax directors, and professional referral partners.
This is a remote role with national business development responsibilities.
Key Responsibilities:
Business Development & Sales
- Identify and develop new client opportunities for R&D tax credit studies and advisory services.
- Build and manage a pipeline of prospective clients across industries that commonly qualify for the credit, including:
- Technology and software development
- Manufacturing
- Life sciences and biotech
- Conduct discovery conversations with business owners, CFOs, controllers, and tax directors to assess potential R&D credit eligibility.
- Present Frost Law’s R&D tax credit services and value proposition to prospective clients.
- Relationship & Channel Development
Develop relationships with referral partners, including:
- CPA firms
- Financial advisors
- Business consultants
- Private equity groups
- Build strategic alliances with firms that may not offer R&D studies internally.
- Represent Frost Law at industry events, conferences, and networking opportunities.
- Sales Process Management
- Manage the full sales lifecycle from prospecting to engagement execution.
- Coordinate with Frost Law’s tax attorneys and technical professionals to scope R&D credit engagements.
- Work with internal teams to develop proposals, engagement letters, and pricing structures.
- Maintain accurate pipeline reporting and sales forecasts.
- Market Development
Stay informed on developments related to:
- Federal Internal Revenue Code §41 R&D tax credits
- State R&D incentives
- IRS enforcement trends
- Identify emerging market opportunities and industries with strong R&D credit potential.
Strong understanding of:
- R&D tax credit eligibility concepts
- Technical study processes
- Documentation requirements for IRS support
- Established network of potential referral partners and client relationships is strongly preferred.
- Excellent communication, presentation, and relationship-building skills.
