Tax Practice Director US Remote at Goldstone Partners, Inc.

As a senior member of our team youll combine advanced tax expertise with a proactive revenue-focused approachguiding prospective clients through sophisticated tax strategies that support their long-term financial goals. You are an experienced tax planning professional with a proven track record of winning new business strengthening client relationships and providing valuable education to pre-retirees retirees and high-net-worth households. Your ability to simplify complex tax strategies build trust and confidently lead the sales process will directly contribute to our growth. If you enjoy educating clients driving revenue and are passionate about helping people retire comfortably lets talk!You Value: Integrity Impact Professional GrowthHow youll spend your days:Closing new tax planning engagements and expanding services with existing clientsIdentifying opportunities to deepen existing client relationships through cross-selling and strategic tax guidanceDelivering personalized tax return preparation planning and advisory servicesbuilding trusted long-term relationships with clientsDesigning and delivering engaging educational content that positions FTA as a tax thought leaderGuiding prospects from seminar attendee to clientnurturing leads building proposals and closing new tax planning engagementsPartnering with marketing to plan and promote tax education events ensuring messaging that converts prospects into clientsCollaborating with advisors and planning teams to integrate tax strategies into comprehensive client proposalsLeading the full sales cycle for tax servicesprospecting qualifying proposing closing and expandingManaging your sales pipeline using Salesforce and delivering clear accurate reporting on key performance metricsTracking and achieving growth goals adjusting strategies to strengthen acquisition conversion and retention metricsQualifications : What youll bring to the role:Bachelors degree in accounting and Certified Public Accountant (CPA)5 years of experience in tax planning and advisory for affluent householdsDemonstrated success in new business development and closing engagements within tax financial services or wealth-related fieldsProven ability to create and deliver compelling educational contentseminars classes webinars or workshopsExpertise using Salesforce CRM to manage pipelines prospects and revenue forecastingSkilled at structuring Roth Conversions and other tax-efficient practices for clients with $500000 to $ in investable assetsStrong collaboration skills - comfortable partnering with marketing advisors planners and leadershipExceptional communication skillsclear confident and client-focusedStrategic mindset with a passion for measurable results client satisfaction and revenue growthAbility to thrive independently while contributing meaningfully to a high-performing teamAdditional Information : Our team members enjoy:Competitive salary based on experienceComprehensive benefits and hybrid work schedule Fridays remoteEnvironment where you are empowered and can see your impact every day!Goldstone Partners is helping this highly successful company find talented professionals who want to help us and our clients - prosper.  Applications are welcome for US Citizens who hold a Green Card. Remote Work : YesEmployment Type : Full-time Key Skills Practice Management,Veterinary Experience,Enterprise Architecture,Office Manager Experience,Enterprise Software,Healthcare Management,IaaS,TOGAF,Medical office experience,Conflict Management,COBIT,Customer relationship management Experience: years Vacancy: 1