Job Description

We are a highly successful, rapidly growing regional retirement planning firm with affiliates across the country dedicated to helping individuals secure their financial futures. Leveraging our proven methodology to protect and grow our clients' assets is our passion. The company has helped thousands of households secure their retirement. With ambitious expansion plans, we are seeking passionate professionals in financial services who want to help us achieve them!

We Value: Compassion, Dependability, Growth

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

Qualifications

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

Additional Information

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.