Tax Relationship Specialist

Full job description

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, you’ll be immersed in preparing accurate and timely returns. Year-round, you’ll play a key role in identifying tax clients who would benefit from additional family office services—and 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!