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Tax Practice Director - US Remote
We are a highly successful, rapidly growing regional retirement planning firm with affiliates across the country dedicated to helping individuals secure their financial futures. Leveraging our proven methodology to protect and grow our clients' assets is our passion. The company has helped thousands of households secure their retirement. With ambitious expansion plans, we are seeking passionate professionals in financial services who want to help us achieve them!
We Value: Compassion, Dependability, Growth
As a senior member of our team, you’ll combine advanced tax expertise with a proactive, revenue-focused approach—guiding 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, let’s talk!
You Value: Integrity, Impact, Professional Growth
How you’ll spend your days:
- 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 the company 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
What you’ll bring to the role:
- 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
- Ability to thrive independently while contributing meaningfully to a high-performing team
Our team members enjoy:
- Competitive salary based on experience
- Comprehensive benefits
- Environment 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. Please send your resume to us directly at success@goldstonepartners.com. Applications are welcome for US Citizens who hold a Green Card.