About Tri-Merit, LLC

Tri-Merit partners with small to midsize business owners, CPAs, and CFOs to reduce tax burdens and boost cash flow through specialized tax credits and strategies.

From uncovering data to support R&D tax credits to maximizing tax savings via cost segregation, energy incentives, and more.

Tri-Merit simplifies the process, allowing business owners to claim benefits with minimal effort. Our expert team makes navigating these incentives straightforward, letting business owners focus on growth while we handle the technical tax details.

About the role

The Director of Business Development is a strategic, client-facing role focused on expanding the firm's footprint in the R&D tax credit, Cost Segregation, Energy Incentives and other specialty tax services space. This role requires a hunter mentality - someone who thrives on identifying new opportunities, building relationships from the ground up, and driving revenue growth through proactive outreach and strategic partnerships.

Key Responsibilities:

• New Business Development ("Hunter" Focus)
• • Proactively identify and pursue new business opportunities through outbound prospecting, networking, and market research
  • Develop and execute strategies to penetrate new markets and industries that can benefit from R&D tax Credits, Cost Segregation and Energy Incentives.
  • Build a strong pipeline of qualified leads and convert them into long-term clients.

• CPA & Channel Parner Engagement
• • Cultivate and manage relationships with CPA Firms, serving as a trusted advisor and resource for their clients.
  • Educate CPAs on Tri-Merit's services and collaborate on joint business development efforts.
  • Act as a liaison between CPAs and Tri-Merit's technical teams to ensure seamless service delivery.

• Client Relationship Management
• • Establish and maintain strong relationships with business owners, CFOs, and other decision-makers.
  • Understand client needs and coordinate with internal teams to deliver tax solutions.

• Strategic Collaboration
• • Work cross-functionally with technical, marketing and operations teams to support client acquisition and retention.
  • Contribute to the development of sales strategies, marketing campaigns, and service enhancements.

• Industry Representation
• • Represent Tri-Merit at CPA and industry events and networking functions to promote brand awareness and generate leads.
  • Stay informed on industry trends, tax law changes, and competitive landscape.

Qualifications

• Proven track record in business development, preferably in tax advisory and consulting.
• Strong "hunter" mindset with the ability to independently generate and close new business.
• Knowledge of R&D Tax Credit, Cost Segregation and Energy Incentives a plus.
• Experience working with CPA Firms with a 5+ year track record
• Excellent communication, relationship-building, and consultative selling skills.