Job Description
Job DescriptionSalary: $80,000 - $90,000
About Us
We are a modern family office offering integrated services in tax preparation, financial planning, and estate/legacy planning. Our mission is to deliver deeply personalized financial solutions that help clients build, grow, and protect their wealth across generations.
We are expanding our accounting team and seeking a Tax Relationship Specialist, a unique role for someone who excels in tax preparation and enjoys guiding clients toward additional services that can benefit their full financial picture.
Role Overview
This role is a 70/30 split between hands-on tax preparation and proactive client engagement. During tax season, youll be immersed in preparing accurate and timely returns. Year-round, youll play a key role in identifying tax clients who would benefit from additional family office servicesand facilitating warm handoffs to our estate/legacy and financial planning teams.
Key Responsibilities
Tax Preparation & Compliance (70%)
- Prepare individual, trust, and small business tax returns with accuracy and timeliness
- Ensure compliance with federal and state regulations
- Stay current on tax code updates and planning opportunities
- Maintain an active and compliant PTIN
- Deliver tax planning insights to clients as needed
Client Growth & Referral Engagement (30%)
- Identify and educate tax clients about the benefits of our financial planning and estate/legacy services
- Facilitate smooth handoffs to the appropriate departments
- Track first appointments and support follow-through to ensure client satisfaction
- Collaborate with internal teams to align client goals with service offerings
- Represent the tax team in cross-department collaboration and growth initiatives
Qualifications
- Active PTIN and 3+ years of tax preparation experience required
- EA or CPA preferred, but not mandatory
- Strong communication skills with the ability to explain complex topics clearly
- Relationship-minded with a natural curiosity about client goals and needs
- Experience or exposure to financial planning or estate services is a plus
- Collaborative mindset and team-player attitude
Compensation & Benefits
Compensation:
- Base Salary: $80,000 - $90,000
- Bonus Program
Benefits:
- Medical, dental, vision, STD, LTD and Life insurance
- 401(k) with employer match
- Unlimited PTO policy
- Continuing education and certification support
- Opportunities for growth within a high-performing family office team and much more!
Why This Role Is Different
You're not just a tax prepareryoure a liaison of people and services. This role offers the opportunity to use your tax expertise while also contributing to the bigger picture of a clients financial journey. If you're excited about strategy, service, and growth, this position was made for you.