Full-Time Tax Practice Director - US Remote

• 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—building trusted, long-term relationships with clients
• Designing and delivering engaging educational content that positions FTA as a tax thought leader
• Guiding prospects from seminar attendee to client—nurturing leads, building proposals, and closing new tax planning engagements
• Partnering with marketing to plan and promote tax education events, ensuring messaging that converts prospects into clients
• Collaborating with advisors and planning teams to integrate tax strategies into comprehensive client proposals
• Leading the full sales cycle for tax services—prospecting, qualifying, proposing, closing, and expanding
• Managing your sales pipeline using Salesforce and delivering clear, accurate reporting on key performance metrics
• Tracking and achieving growth goals, adjusting strategies to strengthen acquisition, conversion, and retention metrics

• 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 and closing engagements within tax, financial services, or wealth-related fields
• Proven ability to create and deliver compelling educational content—seminars, classes, webinars, or workshops
• Expertise using Salesforce CRM to manage pipelines, prospects, and revenue forecasting
• Skilled at structuring Roth Conversions and other tax-efficient practices for clients with $500,000 to $10,000,000 in investable assets
• Strong collaboration skills - comfortable partnering with marketing, advisors, planners, and leadership
• Exceptional communication skills—clear, confident, and client-focused
• Strategic mindset with a passion for measurable results, client satisfaction, and revenue growth

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