Tax Practice Director US Remote
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Job Location:
St. Louis, MO - USA
Monthly Salary:
Not Disclosed
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
As a senior member of our team youll combine advanced tax expertise with a proactive revenue-focused approachguiding 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 lets talk!
You Value: Integrity Impact Professional Growth
How youll 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 servicesbuilding trusted long-term relationships with clients
- Designing and delivering engaging educational content that positions FTA as a tax thought leader
- Guiding prospects from seminar attendee to clientnurturing 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 servicesprospecting 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
Qualifications :
What youll bring to the role:
- Bachelors 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 contentseminars 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 $500000 to $ in investable assets
- Strong collaboration skills - comfortable partnering with marketing advisors planners and leadership
- Exceptional communication skillsclear 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
Additional Information :
Our team members enjoy:
- Competitive salary based on experience
- Comprehensive benefits and hybrid work schedule Fridays remote
- 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. Applications are welcome for US Citizens who hold a Green Card.
Remote Work :
Yes
Employment Type :
Full-time
Key Skills
- Practice Management
- Veterinary Experience
- Enterprise Architecture
- Office Manager Experience
- Enterprise Software
- Healthcare Management
- IaaS
- TOGAF
- Medical office experience
- Conflict Management
- COBIT
- Customer relationship management
About Company
Pronomix.ai is revolutionizing digital advertising with our AI-driven bidder technology that seamlessly connects brands, publishers, device manufacturers, and telecom carriers. We empower brands to scale customer acquisition with precision targeting and ROI-focused campaigns, while pu ... View more
