Tax Practice Director - Remote

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!