Goldstone Partners, Inc.

• Closing new tax planning engagements and expanding services with existing clients
• Identifying opportunities to deepen existing client relationships through cross-selling and strategic tax guidance
• Delivering personalized tax return preparation, planning, and advisory services—building trusted, long-term relationships with clients
• Designing and delivering engaging educational content that positions FTA as a tax thought leader
• Guiding prospects from seminar attendee to client—nurturing leads, building proposals, and closing new tax planning engagements
• Partnering with marketing to plan and promote tax education events, ensuring messaging that converts prospects into clients
• Collaborating with advisors and planning teams to integrate tax strategies into comprehensive client proposals
• Leading the full sales cycle for tax services—prospecting, qualifying, proposing, closing, and expanding
• Managing your sales pipeline using Salesforce and delivering clear, accurate reporting on key performance metrics
• Tracking and achieving growth goals, adjusting strategies to strengthen acquisition, conversion, and retention metrics

Tax Practice Director

Architect

• Developing clear, coordinated and technically sound drawings that reinforce design integrity
• Translating design direction into functional, code-compliant, buildable solutions
• Reviewing and integrating feedback from Project Managers and Design Managers
• Coordinating with structural, MEP, civil, and specialty consultants - identifying conflicts early and proposing actionable, technically sound solutions
• Conducting internal QA/QC for accuracy, consistency, and rigorous documentation standards
• Supporting permit packages, construction documentation, RFIs, submittals, and ASIs
• Participating in site visits and assisting with constructability issue resolution
• Providing technical mentorship to designers and Job Captains
• Maintaining alignment with Project Managers and Senior PMs on priorities and deliverables

Project Architect – Commercial Design

Project Manager

• Leading small and midsize projects while supporting Design Managers on large or multi-phase efforts
• Serving as the primary day-to-day client contact — communicating updates, decisions, and deadlines with consistency and professionalism
• Translating design direction into coordinated, buildable documents that reflect Chord’s standards of excellence
• Preparing and reviewing drawings, specifications, and technical deliverables for quality and accuracy
• Developing and maintaining project schedules, ensuring milestones, responsibilities, and expectations are clear
• Coordinating consultants and internal teams to keep workflow predictable and aligned
• Tracking scope, hours, and budgets — identifying changes early to support billing accuracy and prevent surprises
• Supporting construction administration, including RFIs, submittals, site visits, and field reports
• Modeling calm communication, proactive problem-solving, and team alignment

Goldstone Partners, Inc.

Tax Practice Director

Project Architect – Commercial Design

Architectural Project Manager

Project Architect – Commercial Design

Architectural Project Manager