Sales Lead & Client Advisor (Crypto Tax, B2C) jobs in United States
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Count On Sheep · 1 week ago

Sales Lead & Client Advisor (Crypto Tax, B2C)

positionSan Diego, CA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Count On Sheep is building the next generation of accounting in the retail crypto tax market. The Sales Lead & Client Advisor will manage the full sales cycle, educate clients on crypto tax complexities, and coordinate with internal tax teams.

AccountingCryptocurrencyTax Preparation

Responsibilities

Own and manage the full sales cycle for client opportunities, including:
Qualifying inbound client leads
Running discovery and consultative sales calls
Explaining scope, pricing, timelines, and tax exposure
Recommending appropriate service packages based on client needs and risk profile
Coordinating with internal tax preparers and reviewers
Closing engagements and handing off clients cleanly to the tax team
Manage a high-volume pipeline during peak tax season, handling client questions, objections, and urgency with confidence and expertise
Conduct client education that translates tax complexity into risk, consequences, and time-sensitive solutions
Become a subject matter expert in crypto taxation, including:
Capital gains and income classification
DeFi, staking, NFTs, airdrops, and forks
Prior-year cleanup and amended returns

Qualification

Client services experienceTax preparation knowledgeAccounting fundamentalsEA/CPA licenseCrypto tax softwareDeadline-driven environmentComplianceCommunication skills

Required

2 to 5 years in client services, tax prep, accounting, or financial advisory
Large accounting firm experience, or EA/CPA license or plan on getting one
Strong understanding of individual taxation fundamentals
Comfort discussing sensitive topics including money, penalties, deadlines, and compliance
Excellent verbal and written communication skills
Ability to thrive in a deadline-driven, seasonal, fast-moving environment

Preferred

Direct experience with crypto tax software or transaction reconciliation
Personal familiarity with crypto trading, wallets, exchanges, or DeFi
Background in public accounting, tax prep firms, or wealth services
Demonstrated interest in digital assets and regulatory compliance

Benefits

Commission per closed client
Performance incentives during peak tax season
Opportunity to grow into Senior Client Advisor or Revenue Leadership roles

Company

Count On Sheep

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Count On Sheep: CPA crypto tax prep & asset accounting, offering streamlined services to maximize compliance & savings for all clients.
dateFounded in 2022
location
San Diego, California, USA
people-size11-50 employees
web-link
https://countonsheep.com/

Funding

Current Stage
Early Stage

Recent News

EIN Presswire
Count on Sheep Sees Uptick in Crypto Tax Planning as 1099-DA Triggers End-of-Year Scramble
2025-11-20
Company data provided by crunchbase