Tax Practice Director

Goldstone Partners, Inc.•St. Louis, MO

About The Position

As a senior member of our team, you'll combine advanced tax expertise with a collaborative, client-centered approach—guiding clients through sophisticated tax strategies that support their long-term financial goals. You are an experienced tax planning and preparation professional with a proven track record of building trusted client relationships and delivering valuable education to pre-retirees, retirees, and high-net-worth households. Your ability to simplify complex tax strategies, support advisors, and execute hands-on personal tax work will directly contribute to our growth. If you enjoy educating clients, preparing and planning taxes, 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, preparation, and advisory for affluent households
Expertise structuring Roth Conversions and other tax-efficient strategies for clients with $500,000 to $10,000,000 in investable assets
Proven ability to create compelling educational content—seminars, classes, webinars, or workshops
Strong collaboration skills—comfortable partnering with advisors, planners, marketing, and leadership
Exceptional communication skills—clear, confident, and client-focused
Entrepreneurial spirit and high personal accountability, with a passion for client outcomes and professional growth
Ability to thrive independently while contributing meaningfully to a high-performing team

Nice To Haves

family office experience a plus

Responsibilities

Supporting advisors through tax planning engagements and expanding services with existing clients
Preparing and filing personal income tax returns for affluent and high-net-worth clients
Structuring Roth Conversions and other tax-efficient strategies for clients with $500,000 to $10,000,000 in investable assets
Delivering personalized tax planning and advisory services—building trusted, long-term relationships with clients
Developing educational content and curriculum that advisors use to engage and attract prospective clients
Collaborating closely with advisors and planning teams to integrate tax strategies into comprehensive client proposals and support closing engagements
Identifying opportunities to deepen existing client relationships through strategic tax guidance
Managing your client workflow and delivering clear reporting on key performance metrics using Salesforce
Contributing to a high-performing team with an entrepreneurial mindset and strong personal accountability