Tax Practice Director

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!

You Value: Integrity, Impact, Professional Growth

How you’ll spend your days

• 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

What you’ll bring to the role:

• Bachelor’s degree in accounting and Certified Public Accountant (CPA).
• 5+ years of experience in tax planning, preparation, and advisory for affluent households - family office experience a plus
• 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

Our team members enjoy:

• Competitive salary based on experience
• Comprehensive benefits
• Fee-free investment management
• 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.

Applications for this role are managed exclusively through Goldstone Partners using official goldstonepartners.com email addresses.