Sales Lead & Client Advisor; Crypto Tax, B2C

Overview

Count On Sheep is building the next generation of accounting in one of the fastest-growing and most underserved markets in finance: retail crypto tax. As digital assets become mainstream, the need for sharp, modern accountants—CPAs, EAs, and finance-minded professionals who can educate and guide clients—has never been greater. If you’ve always felt your accounting background could be used for something bigger than sitting behind a desk living in spreadsheets, this role is a fresh start and a real career accelerant.

Our Inside Sales role is built for someone who can confidently educate warm, referred prospects on what we do, ask smart questions about their crypto activity, and clearly explain what working with Count On Sheep looks like (We teach all of this). These are not cold calls. Every conversation is booked with people who already want help and are actively looking for a solution.

You’ll be paid like a closer—base salary plus commissions on every deal—supported by a proven process and a 50% close rate because the market demand is real and tax time is unforgiving.

You can become a top earner here, but people stay for the culture. We are a tight, high-performing team that works hard and enjoys doing it together—team events, shared wins, and an environment that keeps things energizing and human. We’re venture-backed, and our CEO previously built and exited one of the largest marketing agencies in the country before launching Count On Sheep.

If you’re looking for a career path with momentum, purpose, and upside, this is the place to build it.

*** You bring the accounting mindset and experience we teach the crypto part.

• 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

Count on Sheep looks for people who take full ownership of their work, communicate clearly, and understand that trust is earned when selling financial services.

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 (Not mandatory)

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

Crypto taxes are one of the most stressful and misunderstood problems in the industry. This role exists to solve that problem for real people, not institutions.

You will work directly with clients who need help, alongside tax professionals who care about accuracy and compliance. You are not selling hype, tokens, or dashboards. You are selling compliance, accuracy, and peace of mind.

• Competitive base salary
• Commission per closed client
• Performance incentives during peak tax season
• Opportunity to grow into Senior Client Advisor or Revenue Leadership roles
• Onsite (San Diego, CA)