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 property owners

  Three or more years selling consultative tax services to CPAs or property owners This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

• Ten or more years in tax, accounting, or business development alternatively

  Ten or more years in tax, accounting, or business development alternatively This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

• Bachelor's degree in related field of study

  Bachelor's degree in related field of study This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

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

  Ability to sell to C-level decision makers in accounting and industry This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

• Achieve sales quotas selling R&D and incentive services through CPA channel part

  Achieve sales quotas selling R&D and incentive services through CPA channel partners This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

• Represent Source Advisors to businesses and accounting firms on the West Coast

  Represent Source Advisors to businesses and accounting firms on the West Coast This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

• Collaborate internally to convert pipeline into delivered credit engagements

  Collaborate internally to convert pipeline into delivered credit engagements This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

• Prospect directly to end clients and through referral partnerships

  Prospect directly to end clients and through referral partnerships This is listed for Director of Business Development - West Coast at Source Advisors (Director, Remote, lower 48 states), so a resume that skips it will not match the screen.

1. Open with one file that matches Director of Business Development - West Coast. Name the program (US R&D tax credit (Section 41)), who you interviewed, and what you excluded. Source Advisors is hiring a Director, so scope your example to that level, not a generic tax season.
2. They will test the duties on the posting. Be ready to walk through: Achieve sales quotas selling R&D and incentive services through CPA channel partners Use a real client industry, not a hypothetical.
3. Requirements they wrote down include: Three or more years selling consultative tax services to CPAs or property owners If you do not have it, say so and show the closest proof. Do not rename a different credential.
4. Location is Remote, lower 48 states, workplace remote. State whether you can actually work that pattern. Do not promise remote if the posting says hybrid or on site.
5. Source Advisors will compare you to other Director candidates in US R&D tax credit (Section 41); Section 174 amortization advisory. Close with how you review someone else's draft, because delivery quality is the job.

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

• Put Director of Business Development - West Coast language in the first two bullets: US R&D tax credit (Section 41) and Three or more years selling consultative tax services to CPAs or property owners
• Mirror a duty they listed, in your own facts: Represent Source Advisors to businesses and accounting firms on the West Coast
• Add Remote, lower 48 states and remote so a screen does not guess. Source Advisors listed that pattern for a reason.
• Keep tools and credentials you cannot defend off the page. The requirement line to satisfy is: Ten or more years in tax, accounting, or business development alternatively
• 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 for Source Advisors. Replace every line with your work. Do not invent claim amounts, client names, or credentials. Shape it to US R&D tax credit (Section 41); Section 174 amortization advisory.

• 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
• Documented technical interviews and turned them into a narrative a reviewer at a firm like Source Advisors could use.
• Checked the file against this requirement: Three or more years selling consultative tax services to CPAs or property owners
• Tracked more than one engagement in Remote, lower 48 states without dropping the eligibility line between drafts.
• Wrote down what was routine and stayed out of the claim, and why.

• Apply on this page with your resume. Maya forwards it to Source Advisors and writes back quoting what you uploaded.
• The employer link is still there if you also want to apply on their site. Do not submit two conflicting stories.
• Read the firm profile for Source Advisors on the Index. Unclaimed does not mean the job is closed.
• This preparation is from the public posting. It is not Source Advisors's interview script and not tax advice.

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

Use the apply form on this Credit Index page. Attach a PDF resume and a short note. Maya reads the file, thanks you in a note that quotes what you sent, and forwards the package to Source Advisors. She will do her best to make sure the right person there is alerted. You can also use the employer site link.

Where is the Director of Business Development - West Coast 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 Source Advisors role cover?

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

What should my resume show for Director of Business Development - West Coast?

Lead with Three or more years selling consultative tax services to CPAs or property owners and a duty you actually did: Achieve sales quotas selling R&D and incentive services through CPA channel partners 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. Index team roles 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. Maya will do her best to alert the right person. She cannot promise an interview.