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Tax Practice Director - Remote

Posted 19 hours ago
Finance / Legal
Full Time
USA

Overview

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.

In Short

  • 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
  • Leading the full sales cycle for tax services
  • Managing your sales pipeline using Salesforce
  • Tracking and achieving growth goals

Requirements

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

Benefits

  • Competitive salary based on experience
  • Comprehensive benefits
  • Environment where you are empowered and can see your impact every day!
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Goldstone Partners

Goldstone Partners, Inc. is a dynamic and innovative company focused on enhancing partner and customer experiences through high-quality software solutions. With a commitment to Agile methodologies, the company emphasizes collaboration among its development team, product managers, analysts, and designers. Goldstone Partners values a learning-oriented environment and seeks professionals who are passionate about building quality products. The company offers a flexible remote work environment and competitive salaries, fostering a culture of adaptability and resourcefulness.

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