Tax Practice Director - US Remote

Goldstone Partners, Inc.•St. Louis, MO

12d•Remote

About The Position

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!

Requirements

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

Responsibilities

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