Tax Practice Director - US Remote

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!You Value: Integrity, Impact, Professional GrowthHow you’ll spend your days:Closing new tax planning engagements and expanding services with existing clientsIdentifying opportunities to deepen existing client relationships through cross-selling and strategic tax guidanceDelivering personalized tax return preparation, planning, and advisory services—building trusted, long-term relationships with clientsDesigning and delivering engaging educational content that positions the company as a tax thought leaderGuiding prospects from seminar attendee to client—nurturing leads, building proposals, and closing new tax planning engagementsPartnering with marketing to plan and promote tax education events, ensuring messaging that converts prospects into clientsCollaborating with advisors and planning teams to integrate tax strategies into comprehensive client proposalsLeading the full sales cycle for tax services—prospecting, qualifying, proposing, closing, and expandingManaging your sales pipeline using Salesforce and delivering clear, accurate reporting on key performance metricsTracking and achieving growth goals, adjusting strategies to strengthen acquisition, conversion, and retention metrics