Full-Time Tax Practice Director

• Closing new tax planning engagements and expanding services with existing clients
• Identifying opportunities to deepen existing client relationships through cross-selling and strategic tax guidance
• Delivering personalized tax return preparation, planning, and advisory services
• Designing and delivering engaging educational content
• Guiding prospects from seminar attendee to client
• Partnering with marketing to plan and promote tax education events
• Collaborating with advisors and planning teams to integrate tax strategies
• Managing your sales pipeline using Salesforce
• Tracking and achieving growth goals

• Bachelor’s degree in accounting and Certified Public Accountant (CPA)
• 5+ years of experience in tax planning and advisory for affluent households
• Demonstrated success in new business development
• Proven ability to create and deliver compelling educational content
• Expertise using Salesforce CRM
• Skilled at structuring Roth Conversions
• Strong collaboration skills
• Exceptional communication skills
• Strategic mindset with a passion for measurable results

What is the last date for applying to the job?

Which countries are accepted for this remote job?