Tax Strategy Appointment Setter / Client Advisor

Tax Strategy Appointment Setter / Client Advisor Holistic Tax Advisors (HTA) is looking for a tax-savvy, people-oriented professional to join our team as a Tax Strategy Appointment Setter / Client Advisor. This role is ideal for someone who understands tax strategies but doesn’t want to spend their day preparing tax returns or doing the technical implementation work. Maybe you’ve worked in tax preparation, accounting, tax resolution, tax planning, or financial services and discovered that you enjoy talking with clients, identifying opportunities, and explaining strategies more than sitting behind a computer doing compliance work. If that sounds like you, we should talk. What You'll Do: Your primary responsibility is to have conversations with prospective clients, understand their situation, identify potential opportunities, and schedule qualified prospects with our tax strategy team. You will: -Speak with business owners and prospective clients -Ask questions to understand their business, tax situation, and goals -Identify potential tax-planning needs and opportunities -Explain the value of proactive tax planning in clear, understandable language -Determine whether the prospect may be a good fit for HTA -Schedule qualified prospects for strategy calls with our advisory team -Follow up with prospects who aren't ready to move forward immediately -Maintain accurate notes and follow-up activity in our CRM What You WON'T Be Doing: This is not a tax preparation position. You will not be responsible for: -Preparing tax returns -Building detailed tax plans -Performing complex tax research -Implementing tax strategies -Managing tax compliance deadlines -Our tax and advisory teams handle the technical work. Your job is to know enough about tax to recognize an opportunity, ask intelligent questions, communicate value, and get the right prospect to the next conversation. Who We're Looking For: The ideal candidate has experience in tax, accounting, tax planning, or a closely related financial field and is comfortable having conversations with business owners. You should: -Have a working understanding of common tax-planning concepts -Be able to recognize situations where proactive tax planning may create value -Communicate tax concepts without overwhelming the client -Be naturally curious and comfortable asking questions -Enjoy talking with business owners -Be confident on the phone and video calls -Be organized and consistent with follow-up -Be comfortable working toward appointment and conversion goals -Understand that good sales starts with listening...not pressure -Knowledge of concepts such as entity structure, S corporations, reasonable compensation, retirement plans, depreciation, business deductions, and other common business tax strategies is a strong plus. Our Philosophy: At HTA, we believe tax preparation should be the beginning of the conversation, not the end. Our Approach Is: Handle. Think. Activate. -Handle — Get the tax and compliance work done correctly. -Think — Look beyond the return and identify opportunities. -Activate — Help clients actually implement the strategies that can improve their financial lives. Our Promise is Simple: We Start with Taxes. We Don't End There. This Role May Be Perfect for You If: You've worked in the tax industry and thought, "I really enjoy talking with clients about what they could be doing differently. I just don't want to be the person preparing returns all day." That's exactly the person we're looking for. If you understand taxes, enjoy people, and like the strategy and relationship side of the business, we'd like to hear from you. One Last Thing: Attention to detail matters in this role. When you apply, start your application message with the words "Think First." There is no trick and no need to explain why. It simply tells us you took the time to read the entire job posting. To Apply: Submit your resume along with a short explanation of your tax experience and why the client-facing side of tax strategy interests you.