Director of Business Development - West Coast

• US R&D tax credit (Section 41)
• Section 174 amortization advisory

• Three or more years selling consultative tax services to CPAs or prop…

  Listed as a requirement for Director of Business Development - West Coast at Source Advisors. Put a concrete proof bullet above the fold, not only the phrase.

• Ten or more years in tax, accounting, or business development alterna…

  Listed as a requirement for Director of Business Development - West Coast at Source Advisors. Put a concrete proof bullet above the fold, not only the phrase.

• Bachelor's degree in related field of study

  Listed as a requirement for Director of Business Development - West Coast at Source Advisors. Put a concrete proof bullet above the fold, not only the phrase.

• Ability to sell to C-level decision makers in accounting and industry

  Listed as a requirement for Director of Business Development - West Coast at Source Advisors. Put a concrete proof bullet above the fold, not only the phrase.

• Achieve sales quotas selling R&D and incentive services through CPA c…

  This duty appears on the Source Advisors posting for Director of Business Development - West Coast. Your resume should show when you personally owned it.

• Represent Source Advisors to businesses and accounting firms on the W…

  This duty appears on the Source Advisors posting for Director of Business Development - West Coast. Your resume should show when you personally owned it.

• Collaborate internally to convert pipeline into delivered credit enga…

  This duty appears on the Source Advisors posting for Director of Business Development - West Coast. Your resume should show when you personally owned it.

• Prospect directly to end clients and through referral partnerships

  This duty appears on the Source Advisors posting for Director of Business Development - West Coast. Your resume should show when you personally owned it.

1. Open with one real engagement that matches Director of Business Development - West Coast. Name US R&D tax credit (Section 41), who you interviewed, and one thing you excluded from the claim. Scope the story to Director work, not a generic busy season.
2. Walk a duty they listed: Achieve sales quotas selling R&D and incentive services through CPA channel partners. Use a real client industry. Do not invent a hypothetical.
3. If you lack Three or more years selling consultative tax services to CPAs or property owners, say so and show the closest proof. Do not rename a different credential.
4. Confirm Remote, lower 48 states and remote out loud. Do not promise remote if the posting says hybrid or on site.
5. Close on how you review someone else's draft. Delivery quality is the job at Source Advisors.

Preparation from the public posting. Not the employer's interview script, and not tax advice.

• Lead the first two bullets with US R&D tax credit (Section 41) and a concrete proof line tied to Three or more years selling consultative tax services to CPAs or prop…. Screeners for Director of Business Development - West Coast rarely read past the fold.
• Mirror a posted duty in your own facts, not their wording: Represent Source Advisors to businesses and accounting firms on the W….
• State Remote, lower 48 states and remote near the top so a screen does not guess. Source Advisors listed that pattern on purpose.
• Drop tools and credentials you cannot defend in a live interview. Weak claims hurt more than an honest gap for Director of Business Development - West Coast.
• Add one bullet on what you cut from a claim. Source Advisors hires people who can hold an eligibility line, not only people who can maximize a number.

Illustrative shape for Source Advisors. Replace every line with your work. Do not invent claim amounts, client names, or credentials.

• Supported US R&D tax credit (Section 41) work at Director level, including achieve sales quotas selling R&D and incentive services through CPA channel partners
• Ran technical interviews and turned them into a narrative a reviewer at a firm like Source Advisors could use.
• Checked each draft against Three or more years selling consultative tax services to CPAs or prop….
• Kept more than one live engagement in Remote, lower 48 states without dropping the eligibility line between files.
• Wrote down what stayed out of the claim, and why.

• Apply on this page with a text-based PDF. Maya reads the file, writes back quoting what you uploaded, and forwards the package to Source Advisors.
• Add a short note if something important is not on the resume. She will carry that line into the forward.
• You can also use the employer site link. Keep one consistent story if you apply both ways.
• Open the Source Advisors firm profile on the Index before you apply. Unclaimed does not mean the job is closed.

How do I apply for Director of Business Development - West Coast at Source Advisors?

Use Apply with Maya on this page. Attach a PDF and an optional note. Maya quotes what you sent, forwards the resume to Source Advisors, and does her best to alert the right person. The employer decides next steps. You can also use the original posting link.

Where is this Source Advisors role based?

Source Advisors lists Remote, lower 48 states. Workplace pattern on this index row is remote. Confirm both on the live posting before you relocate or promise remote.

What programs does this role cover?

Signals from the posting: US R&D tax credit (Section 41); Section 174 amortization advisory. Ask the hiring team if a second regime is in scope. Do not assume every incentives product sits in this seat.

What should my resume emphasize?

Lead with Three or more years selling consultative tax services to CPAs or prop… and a duty you actually owned: Achieve sales quotas selling R&D and incentive services through CPA c…. The sample block on this page is a shape, not text to copy.

Does The Credit Index hire for this job?

No. Source Advisors is the hiring firm. Credit Index indexes the role and Maya forwards your resume. Roles on The Credit Index team are only under Join the Index.

What happens after I submit?

You get an email from Maya that quotes your resume and your note. Source Advisors gets a forward with the same specifics and the PDF. Maya will do her best to alert the right person. She cannot promise an interview.