Private Client Advisor

EthicsPro is a growing tax strategy firm helping business owners reduce tax liability through proactive planning, advanced strategies, and highly personalized service. We are a collaborative, hands-on team where employees contribute across the business, build broad experience, and have a visible impact as the firm continues to grow. POSITION SUMMARY:The Private Client Advisor is the single relationship owner and primary face of EthicsPro for an assigned portfolio of business-owner and high-net-worth clients. This is not a traditional tax preparation role. The Advisor is focused on building deep, trusted relationships, understands each client's business and financial priorities, and helps clients understand and act on approved tax planning strategies. EthicsPro's technology platform and centralized Prep and Review Hub support strategy development, tax preparation, and technical review. The Advisor reviews client-facing strategy materials before meetings, prepares questions, presents approved strategies in clear and practical language, guides implementation, and knows when technical matters must be escalated. The Advisor is not responsible for preparing tax returns, building strategies from scratch, or independently validating or approving technical tax conclusions. The Private Client Advisor leads a two-person client team with a dedicated Client Admin and owns the full client engagement cadence, including onboarding, Tax Planning Kickoff meetings, Implementation Calls, Quarterly Business Reviews, and proactive year-round communication. Success means clients feel known and well served, clearly understand their tax position and next steps, complete the actions required to implement their strategies, remain engaged with EthicsPro, and confidently refer other business owners who could benefit from the firm's services. KEY RESPONSIBILITIES:Client Relationship OwnershipOwn the full client relationship from onboarding through ongoing annual advisory and serve as the primary point of contact for an assigned portfolio of approximately 80 to 85 clients.Build deep, trusted relationships with business owners and high-net-worth individuals who expect a high-touch, proactive experience.Develop a strong understanding of each client's business, financial priorities, tax strategies, communication preferences, and concerns.Proactively anticipate client needs, questions, and potential service issues rather than waiting for the client to initiate contact.Ensure each client understands their current tax position, what has been implemented, what remains outstanding, and what will happen next.Recognize signs of client dissatisfaction, confusion, or disengagement and address or escalate concerns before they affect the relationship. Strategy Presentation and Technical BoundariesReview AI-generated tax strategies and planning packages produced through the Instead platform before each client meeting.Review client-facing materials for completeness, clarity, consistency, and readiness, and compare the information with known client facts, prior commitments, and open items.Identify missing information, inconsistencies, or questions that require technical validation before presenting conclusions to the client.Present approved tax strategies in clear, accessible language and translate complex tax concepts into practical decisions clients can understand and act upon.Handle client questions and objections during strategy discussions, answering within the scope of the role and escalating technical matters to the Prep and Review Hub or appropriate firm leader.Not required to independently develop, validate, approve, or provide tax, legal, investment, or financial advice outside the defined scope of the role. Client Admin Partnership and Implementation Follow-ThroughLead the two-person client team and maintain accountability for the quality, consistency, and momentum of the overall client experience.Partner closely with the dedicated Client Admin, with the Advisor owning the relationship and client conversations and the Client Admin supporting scheduling, document collection, meeting documentation, task coordination, and administrative follow-through.Provide the Client Admin with the context, priorities, decisions, and deadlines needed to support each client effectively.Guide clients through the implementation of approved tax strategies, including required documentation, entity setup, assigned actions, and execution timelines.Coordinate with the Prep and Review Hub to support accurate, timely delivery of tax returns, planning packages, and technical work.Track implementation status across the client portfolio and proactively address delayed documents, missed deadlines, unresolved questions, or incomplete action items. Client Meeting LeadershipOwn the preparation, facilitation, and follow-through for the three primary client touchpoints: Tax Planning Kickoff meetings, Implementation Calls, and Quarterly Business Reviews.Prepare for each meeting by reviewing client information, AI-generated materials, implementation status, previous commitments, open questions, and decisions required from the client or EthicsPro.Develop focused agendas and supporting materials that make each client conversation relevant, understandable, and action-oriented.Lead Tax Planning Kickoff meetings to understand the client's business, establish expectations, clarify goals, and confirm responsibilities and timelines.Lead Implementation Calls that help clients understand what must be completed, who is responsible, and when each step must occur.Lead Quarterly Business Reviews that connect strategy progress to the client's business priorities, surface changes or risks, and confirm decisions and next steps.Document decisions, commitments, assigned responsibilities, and deadlines, provide timely follow-up communication, and ensure action items are completed. Retention and GrowthDrive client retention through exceptional service, proactive communication, demonstrated value, and consistent follow-through.Identify new planning opportunities or changes in a client's business that may create a need for additional EthicsPro services and surface those opportunities to firm leadership.Generate referrals through trusted relationships and appropriately ask satisfied clients for introductions to other business owners who may benefit from EthicsPro.Participate in onboarding calls and client transitions as the firm grows and portfolio assignments change. Client Service and Operational ExcellenceMaintain complete and accurate client notes, meeting records, action items, decisions, and communications within EthicsPro systems.Ensure client requests are acknowledged promptly, assigned appropriately, and followed through to resolution.Use EthicsPro's CRM, Instead platform, and standardized workflows to maintain visibility into client commitments, strategy status, implementation progress, and retention risks.Identify opportunities to improve client communication, team workflows, meeting preparation, and the overall advisory experience.Protect confidential client, tax, financial, and business information at all times. QUALIFICATIONS:Three or more years in a client-facing role in financial services, wealth management, insurance, advisory sales, or related professional services. Demonstrated success managing, retaining, and growing a client portfolio. Strong financial literacy and intellectual curiosity, with the ability to lead conversations about money and sophisticated financial strategies. Exceptional verbal and written communication skills, with the ability to explain complex information in clear, practical language. Strong executive presence and confidence leading meetings, managing expectations, asking thoughtful questions, and navigating challenging conversations. Strong organizational and portfolio-management skills, with the ability to manage a high volume of client relationships, meetings, deadlines, deliverables, and follow-up. A consistent record of ownership and follow-through without frequent reminders or day-to-day supervision. Sound judgment to recognize when to respond directly and when technical validation or leadership involvement is needed. A coachable, low-ego approach focused on client outcomes, collaboration, and continuous improvement. Comfort learning and using CRM systems, AI-enabled platforms, project-management tools, Microsoft Office, and other business technology.Located in the United States and authorized to work without sponsorship. PREFERRED QUALIFICATIONS:Experience in relationship management within wealth management, private or commercial banking, insurance, employee benefits, financial planning, or a similar advisory field. Experience presenting financial strategies, planning solutions, or other complex concepts to clients. Experience working with business owners and understanding their financial and operational concerns. Experience leading QBRs, annual planning meetings, implementation discussions, or other structured client reviews. Experience using CRM or practice-management software in a technology-enabled or AI-supported environment.Familiarity with tax planning, accounting, financial planning, or business advisory concepts is helpful. CPA or EA credentials, tax preparation experience, and deep technical tax knowledge are not required. This role is designed to give a clear picture of what the position involves, but responsibilities may shift as the business grows and priorities change. EthicsPro Tax | Planning & Strategy is committed to building a team based on merit, respect, and opportunity. We consider all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. Employment with EthicsPro is at-will.