Job Description

Be Part Of A Dynamic Team:

Join a high-impact organization at the forefront of business networking, financial strategy, tax-free retirement education, and charitable giving. Dedicated to empowering individuals and businesses to “Create, Keep, and Protect” their wealth, this team is transforming traditional models of success in the financial services industry. Within this dynamic environment, the tax advisory division is home to seasoned professionals delivering customized tax strategies and comprehensive financial solutions to entrepreneurs, investors, and business owners. The culture thrives on collaboration, innovation, and a shared passion for helping clients achieve lasting financial freedom.

What’s In Store For You:

• Become a foundational team member within a rapidly expanding company, reshaping tax services for entrepreneurs and investors.
• Engage in meaningful, long-term client relationships, providing personalized strategies and hands-on support.
• Thrive in a collaborative, startup culture that values professional development, continuous feedback, and entrepreneurial thinking.
• Contribute to charitable initiatives making a tangible impact both locally and globally.
• Primarily onsite in Jacksonville, FL, with potential flexibility for nearby candidates.
• Opportunities to grow with the company as it scales, offering the chance to help shape and refine operational processes.

How You Will Make An Impact:

• Serve as the primary point of contact for 40-50 assigned clients, facilitating regular strategy calls and ensuring follow-through on tax and financial action items.
• Build trusted relationships with a diverse client base, from emerging entrepreneurs to high-net-worth individuals with complex financial portfolios.
• Collaborate with tax consultants to translate high-level tax strategies into actionable steps for clients.
• Track and manage client progress on key initiatives, ensuring deadlines and compliance requirements are met.
• Gather, organize, and maintain sensitive documentation with attention to detail and accuracy.
• Pivot between varying client needs and communication styles, maintaining professionalism and clarity in all interactions.
• Play a vital role in shaping internal processes and contributing feedback to enhance the company’s scalability and success.

Are You A Client Account Management Rock Star?

• 2+ years of experience in client account management, financial services, tax strategy, or related fields preferred.
• Bachelor’s degree in Accounting, Finance, Business, or related field is a plus but not required.
• Familiarity with tax concepts and financial terminology is highly beneficial.
• Strong problem-solving skills and a meticulous eye for detail.
• Excellent interpersonal and communication skills with the ability to build rapport across a diverse client base.
• Adaptability to thrive in a fast-paced, startup environment with evolving structures and processes.
• Proficiency with Microsoft Office Suite and client management software.
• Entrepreneurial mindset with a passion for creating impact and helping clients succeed.
• High level of professionalism, discretion, and commitment to ethical standards.
• Ability to work onsite in Jacksonville, FL, or within reasonable commuting distance with periodic in-person meetings.

To apply, please submit your resume and cover letter highlighting your relevant experience and qualifications.

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About us:

Axiom Path is a global solutions provider leveraging AI and pre-built analytics to deliver exceptional services across various domains. Our core values (Accountability, Excellence, Integrity, and Community) guide us in providing optimized results and unparalleled service. We are an equal opportunity employer, a SIA-recognized diversity-owned firm, committed to diversity and inclusion.

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