• 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

Tax Manager

Senior Tax Associate

Director, Property Tax

Senior Manager, Tax & Treasury